Project managers assign high-priority client onboarding tasks and notify assignees
Project managers assign high-priority client onboarding tasks and notify assignees
Project managers risk missed onboarding when matters open, leaving portals unset. Create and assign a priority onboarding task and notify the assignee so intake staff complete portal setup and checklist.
Overview
Missed onboarding tasks leave client portals unset and risk poor first impressions for new matters. This workflow lets project managers create and assign a priority onboarding task with notifications so intake staff finish portal setup and the intake checklist, producing faster handoffs and zero missed onboarding steps.
Notable Features
- Assign priority onboarding tasks
- Notify assignees upon task creation
- Attach intake checklist and links