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Create final parts checklist task from uploaded offer

Create final parts checklist task from uploaded offer

Final offer documents land in the database without an assigned task, leaving coordinators unsure of next setup steps. Planners receive a checklist task with due date for same-day handoff.

Create final parts checklist task from uploaded offer

Overview

Documents sitting in the database shouldn't create manual follow-ups. This flow turns each final offer into a populated checklist task so planning coordinators and engineers get a due-dated, linked task for same-day work. Enable consistent handoffs and remove wait time before the next planning cycle.

Create final parts checklist task from uploaded offer