Update project platform field for new website records
Update project platform field for new website records
You log new website projects without a platform, causing routing delays and missed platform tasks. Labeling records on create gets projects routed and starts platform setup same day.
Overview
When new website projects arrive without a platform, teams spend hours clarifying requirements and assigning work. This flow ensures every new project row gets a platform tag immediately, so project managers can assign platform-specific tasks and begin work the same day.