Keep customer support ops task status aligned after sale

Customer support ops miss onboarding steps when accepted proposals don't update project tasks, causing handoff gaps. Updates mark project tasks as signed so client teams start onboarding immediately.

Overview

Customer support ops risk failed onboarding and poor customer experience when signed proposals don't update project tasks. This workflow flips related tasks to 'Signed', notifies client teams, and creates an audit trail—eliminating missed handoffs and reducing manual follow-ups for operations.

Notable Features

Mark project tasks as signed
Notify client teams instantly
Create an audit trail entry