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Create transition project and tasks from form submission

Create transition project and tasks from form submission

Your Fundamentals form submissions create ad hoc follow-up tasks that leave implementation steps untracked. You get structured project tasks so the implementation team can start transition work same day.

Create transition project and tasks from form submission

Overview

Manual handoffs from curriculum interest forms slow implementation and create hidden work for CSMs. This flow creates a structured project, checklist, and subtasks from each submission so the implementation team can start transition steps same day.

Create transition project and tasks from form submission