Update client dashboard when prep task is completed
Update client dashboard when prep task is completed
You track prep tasks, but completed items aren't mirrored to your client dashboard and statuses go stale. The dashboard updates on task completion, giving coordinators current status same day.
Workflow preview:
Zap details:
Overview
If preparation tasks are completed but not reflected on the client dashboard, coordinators spend time reconciling status instead of moving work forward. This workflow pushes completed task references into the dashboard so coordinators see up-to-date status within minutes, accelerating handoffs and reducing manual updates.