Keep boards updated with enrollment method and status
Keep boards updated with enrollment method and status
Ops coordinators lose updates when enrollments don't hit boards, causing campaign owners to miss deliveries. This pushes enrollment method and execution status into subitems so owners see progress quickly
Overview
Stale boards cause missed deliveries and fractured handoffs for operations coordinators. By writing enrollment method and execution status into subitems and notifying campaign owners, this workflow restores visibility, reduces manual updates, and speeds handoffs.
Notable Features
- Record enrollment method on subitems
- Update subitem status on change
- Notify campaign owners of changes