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Update client onboarding date when task moves section

Update client onboarding date when task moves section

Your onboarding task moves leave client start dates missing, causing scheduling delays and unclear handoffs. It fills the tracker so coordinators have accurate start dates the same day.

Update client onboarding date when task moves section

Overview

When onboarding tasks move without synchronized tracker updates, scheduling slips and client handoffs stall. This flow captures task completion timestamps and updates your client tracker automatically so coordinators have accurate start dates the same day.

Update client onboarding date when task moves section