Keep project tracker rows updated when records change
Keep project tracker rows updated when records change
Your project contact records change but the master tracker remains out of date, causing handoffs to lack current contact and status. Keep the tracker current so managers can complete handoffs same day.
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Overview
When contact or status fields change, the master tracker can quickly fall out of date and derail handoffs. This flow keeps the sheet current by updating rows as source records change so project managers and coordinators can complete handoffs and reports the same day.