Business owners: ensure second-intake tasks get assigned reliably

Business owners lose second-intake follow-ups, creating incomplete cases and frustrated staff. This flow assigns a follow-up task on status change so staff start second intake promptly.

Overview

Missed second-intake steps stall cases and frustrate staff, putting client outcomes at risk. This workflow guarantees a follow-up task lands with the right case staff and triggers notifications, eliminating missed follow-ups and keeping cases moving.

Notable Features

Create task when status changes
Assign task to case staff
Include intake link and details