Move onboarding parent tasks into the correct handoff section
Move onboarding parent tasks into the correct handoff section
Your onboarding parent tasks land in the wrong section when subtasks finish, causing handoff gaps. Move them to the correct handoff section automatically so account managers have accurate status same day.
Workflow preview:
Zap details:
Overview
When qualifying onboarding subtasks are marked complete, parent tasks can drift into the wrong project section and delay handoffs. This flow moves the parent into the configured handoff section within minutes, giving account managers immediate visibility and preventing same‑day follow-up gaps.