Update project item status and add linked package records
Update project item status and add linked package records
Your project board items lack linked package records, so installers miss materials and site work stalls. Receive accurate status and package assignments to crews before dispatch.
Workflow preview:
Zap details:
Overview
When package additions arrive without proper linkage, crews miss materials and projects slip. This workflow flags items, creates linked package records, and moves statuses from in-progress to active so project managers and installers have the right assignment details before dispatch.