Move onboarding tasks into the correct milestone section
Move onboarding tasks into the correct milestone section
Your onboarding tasks aren't moved when milestones complete, leaving owners without context and delaying next steps. It sends tasks to the right milestone so owners can act same day.
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Overview
Manual section moves for milestone completions create handoff friction and slow owner response. This flow routes completed tasks into the right milestone immediately, enabling program coordinators and business owners to act the same day and keep onboarding on schedule.