Update roster entries when client agreements are completed
Update roster entries when client agreements are completed
Completed client agreements arrive without roster status or owner, creating unclear handoffs and stalled onboarding. Update roster entries automatically so your team can act same day.
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Overview
When signed client agreements sit outside your project board, handoffs stall and kickoff tasks get delayed. This flow updates roster status and assigns owners automatically, so project managers see accurate context and teams can act the same day.