Post new offboarding tasks to your team channel
Post new offboarding tasks to your team channel
Your offboarding tasks in the project tracker can go unseen, delaying deprovisioning and the final client close. The workflow sends task context to coordinators so work starts the same day.
Overview
When offboarding tasks sit quietly in a tracker, critical deprovisioning and client wrap-up steps get delayed and compliance risks rise. This flow surfaces new offboarding tasks into a shared channel so coordinators see context and begin work the same day.