Create annual enrollment task in support queue for region
Create annual enrollment task in support queue for region
Your enrollment windows start with no tracked support task, delaying pre-launch checks and owner assignment. Coordinators receive a prefilled support task assigned same day for timely completion.
Overview
Annual enrollment windows often slip without a clear owner, which delays onboarding and increases manual follow-ups. This workflow creates a prefilled support task and assigns it to coordinators at the enrollment start, ensuring checks are completed same day and ownership is clear.