Outcome. An onboarding ticket cannot quietly land in Completed without a manager actually looking at it first, catching a rushed or incomplete handoff before the customer is considered fully onboarded.
Workflow map
Enrollment, branches and actions at a glance
customer-onboarding-043
flowchart TD
A[Ticket enters Pending Manager Review] --> B[Create manager approval task]
B --> C[Wait until Manager Approved = true, expires 5 business days]
C -->|Approved in time| D[Set pipeline stage to Completed]
C -->|Expired| E[Escalate overdue review]
When to use it, when not to
- UseUse it when a CS manager wants a light approval step before an onboarding ticket is officially closed out, without adding a full sign-off workflow tool.
- UseUse it on top of the milestone tracking in customer-onboarding-011, this fiche only adds the gate, it does not replace milestone tracking.
- SkipDo not use it if your team is small enough that the manager already reviews every ticket informally, the extra stage and task add process for no real benefit at that size.
- SkipDo not use it as a substitute for the completion notice in customer-onboarding-020, that fires after this gate passes, not instead of it.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.3 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.5 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the customer onboarding pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
