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Move delivered project card to review for coordinators

Move delivered project card to review for coordinators

Your project cards stay in development when delivery notes are missed, delaying client sign-off and billing. This moves the card to review so coordinators can approve same day.

Move delivered project card to review for coordinators

Workflow preview:

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Overview

When a CRM note confirms final deliverables, this flow updates your project board so coordinators see review-ready work immediately. That eliminates manual handoffs and lets reviewers approve items same day, speeding invoicing and closure.

Move delivered project card to review for coordinators