Assign new BD project tasks to next specialist

Your BD tasks often arrive without an assignee or type, forcing coordinators to triage and delaying proposals. It assigns tasks to specialists and notifies a fallback so work can start same day.

Assign new BD project tasks to next specialist

Overview

When BD intake tasks arrive unassigned, coordinators waste hours triaging instead of progressing proposals. This flow routes tasks to available proposal specialists, notifies a fallback when needed, and logs assignments so teams can begin work the same day.

Assign new BD project tasks to next specialist