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Create appointment task and note when stage updates

Create appointment task and note when stage updates

Project stage changes don't create follow-up tasks, leaving schedulers without confirmation and crews unprepared. Create appointment tasks and notes so dispatchers can confirm visits same day.

Create appointment task and note when stage updates

Overview

When a project stage flips to a scheduling stage, dispatchers often scramble to create tasks and share context. This flow automatically creates appointment tasks and timestamped notes so dispatch coordinators can confirm visits and crews arrive prepared the same day.

Create appointment task and note when stage updates