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Create stormwater checklist intake from project board item

Create stormwater checklist intake from project board item

Your project board items need contact, address and tier data copied into stormwater checklist forms, which delays permit review. Automate submission so coordinators get intake records same day.

Create stormwater checklist intake from project board item

Overview

Manual copying of permit intake into checklist forms slows small project teams and risks missing fields during review preparation. This flow turns a flagged board item into a completed checklist submission and updates the item, so permit coordinators receive populated intake records and can schedule reviews the same day.

Create stormwater checklist intake from project board item