Send missing intake form notice to task owners
Send missing intake form notice to task owners
Your tasks lack intake forms, stalling kickoff prep and leaving consultants without client context. Coordinators can collect forms and keep onboarding on schedule same day.
Overview
Missing intake forms routinely stall kickoffs and force coordinators into reactive chasing. This flow sends missing-form alerts directly to task owners so coordinators can collect details and keep onboarding on schedule same day.