Community liaisons capture starred chat items as tasks
Community liaisons capture starred chat items as tasks
Community liaisons miss action items when starred chats are buried, risking donor follow-up. Convert starred chats into assigned tasks so liaisons capture owners and ensure follow-up.
Overview
Community liaisons risk donor relationships when chat action items slip through. This workflow turns starred chat posts into assigned, tracked tasks, eliminating missed follow-ups and creating a single backlog for program work.
Notable Features
- Create tasks from starred messages
- Attach chat context and permalinks
- Assign owners and set due dates