Update board item to Needs Review from notification
Update board item to Needs Review from notification
Your tax and ID request emails aren't tied to work items, causing manual lookups and slowing reviews. It updates the item to Needs Review so coordinators can act same day.
Overview
When review requests arrive unlinked to your work board, coordinators waste hours on manual lookups and triage slows. This workflow links those notifications to the right item and flips it to Needs Review so your team sees and acts on them within minutes.