Assign project thank-you tasks to a responsible owner
Assign project thank-you tasks to a responsible owner
When a task's gift type changes to a project thank-you, your coordinators lack ownership and follow-ups stall. Reassign ownership automatically so thank-you work completes same day.
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Overview
When thank-you tasks change type, ownership gaps create delays and missed fulfillment. This flow automatically routes those tasks to a designated owner so program coordinators see assigned work and thank-you tasks finish same day.