Need to be sure data is filled in before status changes? Status Guard prevents a status column update until your specified critical fields are populated. If a user tries to change a status without your mandatory fields, Status Guard resets the status.
Features and Benefits:
Specify which statuses are guarded.
Specify which fields are required to be filled.
Ensure your team's workflow is followed.
Project Management: Ensure that key project milestones aren’t marked as complete until relevant updates in the task description or timeline are made.
Sales Tracking: Avoid advancing deals through stages in the pipeline until required customer or deal data is filled out.
HR Onboarding: Ensure onboarding processes aren’t marked as completed without filling out necessary documents or information.
By setting these safeguards, you can maintain accountability and consistency across teams, avoiding errors caused by missing information.