Update support sheet when client workspace board is created

Client boards often lack linked recurring-task references, delaying onboarding and recurring assignments. The support sheet updates automatically so coordinators get board IDs same day.

Update support sheet when client workspace board is created

Overview

When new client boards are created without a clear reference, recurring tasks and onboarding steps get delayed. This flow captures board IDs and places them in your support sheet automatically, so program coordinators have the right references ready the same day.

Update support sheet when client workspace board is created