IT: Create consistent onboarding cards when deals close

IT managers create onboarding tasks manually when deals close, causing handoff delays and missed deployment steps. So operations and deployment receive actionable tasks without handoff delays.

Overview

Manual handoffs after deal close create deployment risk and slow go-lives. Turn every closed deal into a standardized onboarding project so operations and deployment get clear, assigned checklists, reducing handoff gaps and helping launches proceed as planned.

Notable Features

Create onboarding project card on close
Add standardized checklists and milestones
Assign tasks to operations and deployment