Mark onboarding task complete on record status change

Your onboarding tasks fall out of sync when completion flags don't update the project board, leaving handoffs unclear. Mark tasks complete automatically so coordinators see accurate status same day.

Overview

When completion flags fail to reach your project system, onboarding handoffs stall and compliance checks fall behind. This flow finds the matching project and marks the onboarding task complete, aligning sales ops and loan originators and delivering correct task status within minutes.