Update onboarding project records when milestone task completes
Update onboarding project records when milestone task completes
You have onboarding tasks completing without project records updating, leaving implementation teams unaware of client readiness. Keep project records current so managers can act the same day.
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Overview
If milestone completions aren't reflected in your project records, implementation handoffs stall and clients wait. This workflow ties completed tasks to the project database so onboarding managers see accurate status and teams can act the same day.