Create project task and enrich calendar event details
Create project task and enrich calendar event details
Your tour bookings often hit the calendar without client context, leaving schedulers unprepared. Receive a project task and enriched event details so coordinators can prepare same day.
Overview
When a project becomes a scheduled tour, ops and schedulers need a reliable handoff; this flow creates a tracked work item and enriches the calendar entry so coordinators see full client and appointment context. That means fewer missed preparations and every site visit ready same day.