Update onboarding task to scheduled when call is booked
Update onboarding task to scheduled when call is booked
Your onboarding tasks stay in the wrong section when calls are booked externally, leaving coordinators unsure and slowing kickoff prep. It moves tasks to the scheduled stage ahead of kickoff.
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Overview
When onboarding calls are booked outside your project tool, coordinators can miss prep and clients start late. This flow immediately marks the related task as scheduled so coordinators have accurate status ahead of kickoff.