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.

Update project platform field for new website records

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.

Update project platform field for new website records