Project managers keep onboarding training sheets up to date

Project managers miss training flags when cards hit Development, causing missed sessions. This workflow updates onboarding rows so coordinators can schedule training promptly.

Overview

Missed training requests create scheduling gaps and frustrate clients. This workflow guarantees every training need is recorded in your onboarding sheet so coordinators schedule sessions without delay, and teams report fewer missed sessions.

Notable Features

Update onboarding rows on card changes
Create entries for training requests
Alert onboarding coordinators about updates