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Create running process record and update project card

Create running process record and update project card

Your intake form submissions often arrive untriaged, leaving project cards incomplete and delaying kickoff. You receive a running-process record and an updated project card so work starts the same day.

Create running process record and update project card

Overview

Intake forms should kick off work, not create more manual setup. This flow turns each submission into a tracked running-process record, generates required assets, updates the project card, and alerts your team so work can start the same day. It reduces manual handoffs and ensures consistent kickoff context for program coordinators and project managers.

Create running process record and update project card