For sales ops: Remove SERVICE subtasks after phase changes

Sales ops struggle with SERVICE subtasks lingering after phase changes, causing manual cleanup and broken handoffs. This workflow deletes SERVICE subtasks on phase change so project boards show only active work.

Overview

Stale SERVICE subtasks create manual busywork and misaligned handoffs that slow pre-sales to delivery in IT services. This workflow removes SERVICE-tagged subtasks when a phase changes, keeping project boards accurate and handoffs reliable. You get cleaner boards, smoother handoffs, and an audit trail for traceability.

Notable Features

Remove SERVICE-tagged subtasks immediately
Verify subtask exists before deletion
Log deletions to audit sheet