Create 2026 task when 2025 task closes for client handoffs

When your 2025 project tasks close, client follow-ups and billing prep often slip during the year handoff. Create matching 2026 tasks with assignees and key fields so billing staff are ready same day.

Create 2026 task when 2025 task closes for client handoffs

Overview

Create 2026 task when 2025 task closes for client handoffs