Create project tasks from portal emails for coordinators
Create project tasks from portal emails for coordinators
Your portal emails with job details sit untracked, requiring manual copying into project logs and delaying field scheduling. It creates cleaned project records for coordinators so crews can be dispatched same day.
Overview
Incoming portal emails often require manual copying, which slows scheduling and ties up coordinators. This flow converts those emails into clean project records so coordinators can assign and dispatch crews the same day, reducing follow-up and scheduling lag.