Project managers capture incident reports as retention board items
Project managers capture incident reports as retention board items
Project managers get incident forms that can be lost, creating review backlogs. Create a retention-plan item on the project board for every submission so managers assign and track follow-up.
Overview
Incident forms buried in inboxes create review backlogs and delayed remediation for project managers. This workflow turns every submission into a retention-plan board item with owner, status, and submission links, so tasks are assigned and tracked reliably. Expect faster handoffs, clear ownership, and an auditable trail for post-incident review.
Notable Features
- Create board items from submissions
- Assign owners with routing rules
- Notify project managers for follow-up