Add sub-in tag to project record on button press
Add sub-in tag to project record on button press
Your projects lack clear sub-in handoff status after manual actions, leaving coordinators unsure who owns the next step. Instant tagging gives coordinators context and reduces delays before the next task cycle.
Overview
Manual sub-in actions often leave case files without clear ownership, forcing coordinators to chase context and delaying work. This flow writes the sub-in tag to the project record immediately, giving coordinators clear handoff context and reducing follow-up lag before the next task cycle.