Add client name to new delivery tasks automatically
Add client name to new delivery tasks automatically
You create delivery tasks without client context, causing confusion and delayed handoffs for coordinators. Add client or folder names to task titles so work is assigned clearly the same day.
Overview
When delivery tasks lack client context, your small agency wastes time hunting for ownership and preparation. This flow appends client or folder names to new task titles so coordinators and consultants can triage and start work the same day.