Create account-manager tasks when project sprints are marked done
Create account-manager tasks when project sprints are marked done
Ops coordinators see sprint Done markers ignored, causing client messages to be delayed and reasons unrecorded. Create an account-manager task to prompt Month 1 SEO messages and log delay reasons.
Overview
Missing Month 1 handoffs causes client communications to lapse and delivery details to go unrecorded. This workflow converts Done sprints into an account-manager task that captures delay reasons and prompts client messaging, ensuring zero missed follow-ups and clearer delivery records.
Notable Features
- Assign account-manager follow-up tasks
- Capture business-day delivery delays
- Notify ops on delayed deliveries