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Update case status from intake form to long-term planning

Update case status from intake form to long-term planning

Your intake form responses for future planning aren't reflected on case boards, causing missed priorities and extra work. Coordinators see the right status on the board and act same day.

Update case status from intake form to long-term planning

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Overview

Intake responses that indicate future planning often live disconnected from your case tracker, leaving coordinators to reconcile statuses manually. This flow writes form intent back to the board within minutes so operations sees the right priority and teams can act same day.

Update case status from intake form to long-term planning