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Update project reports when cards move to done

Update project reports when cards move to done

Your completed cards don't populate reporting rows, forcing manual updates and delaying campaign closeout. It keeps your reporting base current so campaign managers can close and report same day.

Update project reports when cards move to done

Overview

When a project card is finished, your reporting should be too. This flow captures completed card details, enriches them with owner and date lookups, and updates your reporting base so campaign managers can close and report same day.

Update project reports when cards move to done