Move submitted modification forms to triage list and notify owner
Move submitted modification forms to triage list and notify owner
Your modification form submissions arrive untriaged, causing client matters to miss updates and assignment. They are routed to a triage list with summary and email notice so work can start same day.
Overview
When clients submit modification forms, project coordinators often wait for manual updates and lose momentum; this pipeline routes submissions directly into your triage workflow. It moves the card, appends submission context, and emails the owner so work can begin the same day.