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Create intake import from tasks moved to active section

Create intake import from tasks moved to active section

Your project tasks moved to active sections lose intake context, delaying partner imports and coordinator triage. It posts standardized intake records so coordinators can triage requests same day.

Create intake import from tasks moved to active section

Overview

Stop manual handoffs that leave intake records incomplete and slow coordinator response. This flow captures moved tasks, standardizes priority and category, and posts clean intake records so your coordinators can triage and act the same day.

Create intake import from tasks moved to active section