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IT: Create resident onboarding tasks when contact is added

IT: Create resident onboarding tasks when contact is added

IT admins lose handoff visibility when new resident contacts aren't routed, leaving liaisons unassigned. Create contact-linked project tasks with assignees and deadlines so liaisons receive assigned tasks before start date.

IT: Create resident onboarding tasks when contact is added

Overview

Missed handoffs during resident onboarding create operational risk and frustrate liaisons. This workflow turns every new resident contact into a contact-linked project task with an owner and deadline, eliminating manual task creation and ensuring onboarding begins on schedule. IT can enforce consistency while liaisons get the context they need to act.

Notable Features

  • Create contact-linked project tasks
  • Assign tasks to resident liaisons
  • Include contact details and deadlines

IT: Create resident onboarding tasks when contact is added