Keep SMSF onboarding boards up to date and accurate
Keep SMSF onboarding boards up to date and accurate
SMSF managers lose track when onboarding docs publish, causing stalled setups and manual follow-ups. It marks onboarding board as Wait on Sign when docs publish, so fund managers can progress setups.
Overview
SMSF managers risk stalled client setups and extra manual chase when published onboarding documents aren't reflected in project boards. This workflow marks the onboarding item as Wait on Sign and notifies fund managers, eliminating manual checks and ensuring zero missed follow-ups so setups move forward.
Notable Features
- Set onboarding item to Wait on Sign
- Find client item by name
- Notify fund managers of changes