Create billing task for every new project record
Create billing task for every new project record
New projects from your time tracker often lack billing tasks, which leaves coordinators scrambling and invoices delayed. You get a ready billing task with start date and reference to prepare invoices same day.
Overview
New projects that arrive without billing tasks create manual triage and slow invoicing for billing coordinators. This workflow auto-creates a ready billing task with dates and a project reference as soon as the project is added, enabling same-day invoice preparation and clear task ownership.