Flag onboarding board items as response required for emails
Flag onboarding board items as response required for emails
Your onboarding board gets email updates without clear triage, leaving intake staff unsure which messages need action. Marking items as Response Required helps intake teams prioritize replies and follow up same day.
Overview
Incoming client emails posted to onboarding items can slip through without clear triage, delaying responses and frustrating clients. This workflow marks those items as Response Required so intake coordinators see priorities immediately and can act same day.