Casework IT: Keep caseworkers on schedule when matches activate

Caseworkers miss follow-ups when match records flip to Active, causing gaps in goals and delayed annual plan reviews. Zapier schedules follow-up tasks and reminders so reviews occur on time.

Overview

Caseworkers losing follow-ups when matches activate puts program timelines at risk and complicates goal tracking. This workflow creates goal records, schedules follow-up tasks, and pushes reminders to owners so caseworkers update goals and annual plans before reviews. Leaders get reliable handoffs, fewer missed follow-ups, and clearer audit trails.

Notable Features

Create follow-up tasks automatically
Schedule reminders at preset intervals
Assign tasks to match owner