Create welcome onboarding task from new project card
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.
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.