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Create a review task from post-install form submissions

Create a review task from post-install form submissions

You lose post-install details when completed forms don't create follow-up tasks, delaying job closeout and billing. Create review tasks automatically so operations can close installs the same day.

Create a review task from post-install form submissions

Overview

When post-install checklists sit untriaged, installs stay open and billing stalls. This flow turns completed forms into review tasks routed to the configured owner so installs get resolved and invoiced the same day.

Create a review task from post-install form submissions