Notify when completed column card is missing on owner board
Notify when completed column card is missing on owner board
Your matter cards moved to the completed column sometimes fail to appear on the assigned practitioner's board. The workflow notifies designated coordinators so they can reconcile ownership same day.
Overview
When matter cards are marked complete but don't appear on the practitioner's board, ownership and billing readiness stall. This flow alerts coordinators immediately so discrepancies are reconciled and ownership is restored the same day.