Update related onboarding tasks when a phase completes
Update related onboarding tasks when a phase completes
Phases completing sometimes don't cascade, leaving onboarding steps out of sync and incomplete. Keep downstream tasks updated so implementation managers and CSMs see correct statuses before reviews.
Overview
When onboarding phases finish but downstream tasks stay unchanged, implementation and CSM teams lose context and reviews stall. This flow marks the linked tasks complete so your teams see accurate task lists within minutes, ahead of client reviews.