Management consulting: keep delivery projects visible

Marketing analysts in consulting firms miss web dev tasks from project webhooks, causing handoffs that overlook client deliverables. Logged to a central sheet, delivery managers begin handoffs quickly.

Overview

Consulting projects stall when web development tasks slip through and handoffs miss client deliverables. This workflow captures every task into a central Delivery Team Projects sheet so delivery managers always see new work and handoffs run smoothly. That clarity reduces missed follow-ups and protects client commitments.

Notable Features

Capture new tasks from project tool
Add rows to central projects sheet
Alert delivery managers about new tasks