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Create assessment task from completed payment for students

Create assessment task from completed payment for students

Paid assessments arrive without tasks or student context, leaving coordinators scrambling. Tasks are auto-created with student and payment details so coordinators can schedule same day.

Create assessment task from completed payment for students

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Overview

When paid assessment bookings sit untracked, coordinators waste time recreating records and students wait for scheduling. This flow turns each completed payment into a populated task and a team alert so sessions get scheduled same day.

Create assessment task from completed payment for students