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For IT: Create onboarding groups and assign tasks

For IT: Create onboarding groups and assign tasks

IT admins manually build onboarding after proposals, causing access gaps and stalled handoffs. Create pre-filled onboarding groups and tasks so CS, ops, sales and experts are assigned immediately.

For IT: Create onboarding groups and assign tasks

Overview

Manual onboarding after a signed proposal creates access gaps and stalled handoffs that put delivery at risk. Converting accepted proposals into pre-filled onboarding groups with assigned tasks removes manual setup, ensures the right people are notified, and gets handoffs moving faster.

Notable Features

  • Create pre-filled onboarding groups
  • Assign CS, ops, sales and experts
  • Notify Slack and email stakeholders

For IT: Create onboarding groups and assign tasks