Update contract tracker rows from board list movements
Update contract tracker rows from board list movements
Your contract board cards often move without the tracker updating, leaving deal stages and billing readiness out of sync. Keep the tracker aligned so project managers and billing can act same day.
Overview
Cards moving between lists should not create manual bookkeeping for project managers and legal ops. This flow standardizes list names into tracker statuses and updates the worksheet automatically, so stakeholders see accurate deal and billing readiness within minutes and can act same day.