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Presidents: keep client job notes up to date

Presidents: keep client job notes up to date

President loses client context when card comments are overlooked, causing missed follow-ups. This flow appends comments to the job record so ops and estimators have one current notes source.

Presidents: keep client job notes up to date

Overview

Client context split between project boards and job records creates missed follow-ups and misaligned coaching sessions, putting client outcomes at risk. This workflow funnels every card comment into the matching job record so presidents and ops always have one authoritative notes source—resulting in fewer follow-ups and faster coordination.

Notable Features

  • Append card comments to job records
  • Preserve author and timestamp context
  • Alert operations and estimators on update

Presidents: keep client job notes up to date