Project managers request signatures when reports reach ready for signature
Project managers request signatures when reports reach ready for signature
Project managers leaving consultation-report cards in 'ready for signature' cause signature requests to stall and cases to wait. Email alerts and card comments notify the reviewer so signatures are requested quickly.
Overview
Signature delays stall case progression and frustrate project coordinators. This workflow ensures the assigned reviewer receives an email and the card gets a comment and status tag, creating a visible handoff so signatures are requested faster and manual follow-ups disappear.
Notable Features
- Notify assigned reviewer by email
- Add contextual comment to card
- Tag cards to track signature status