Keep project managers' approved items flowing to intake sheet instantly
Keep project managers' approved items flowing to intake sheet instantly
Project managers triaging approvals miss approved rows in sheets, causing intake gaps. This workflow copies rows tagged Approved into the intake sheet so managers can start work without manual transfer.
Overview
Project managers lose momentum when approved items sit in staging sheets and intake queues go stale. This workflow pushes approved rows into the intake sheet so work begins without manual transfers, reducing handoff delays and helping teams report fewer manual errors.
Notable Features
- Copy approved rows to intake
- Prevent manual transfer delays
- Notify project managers of new items