Create case tasks from updated retainer spreadsheet rows
Create case tasks from updated retainer spreadsheet rows
Your retainer spreadsheet updates leave new matters without assigned tasks, so your case managers can't prioritize client work. The workflow creates standardized case tasks so work starts same day.
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Overview
Retainer rows without assigned tasks cause manual triage and delayed client work; this flow gives case managers consistent, prioritized tasks and a channel notification. With it, tasks are created and visible so work reliably begins the same day.