Project managers: prevent missed new-order handoffs and start intake immediately
Project managers: prevent missed new-order handoffs and start intake immediately
Project managers miss Neuauftrag cards on the board, leaving cases unassigned and delaying client intake. Internal emails alert consultants immediately so intake starts quickly.
Overview
Project managers risk orders slipping through the board, leaving client intake stalled and consultants out of the loop. This workflow routes every Neuauftrag card into consultant inboxes and updates the board, turning manual checks into reliable handoffs so response times drop dramatically and follow-ups are never missed.
Notable Features
- Send consultant email alerts instantly
- Attach card details to notification
- Create intake task from card