Create welcome onboarding task from new project card

Your project cards lack a kickoff task, causing confusion about who sends welcome packages and collects customer POC details. Stakeholders get a clear onboarding task and notifications the same day.

Create welcome onboarding task from new project card

Overview

Kickoffs stall when project cards don't produce clear onboarding actions. This flow turns activity on a project card into a ready-to-work welcome card and emails the right stakeholders, enabling same-day outreach and package fulfillment.

Create welcome onboarding task from new project card