Create quarterly setup tasks for lifestyle benefit window

Your benefits window setup still relies on manual task creation, leaving program coordinators scrambling before each quarter. Tasks get assigned and visible to the support queue ahead of the quarter start.

Create quarterly setup tasks for lifestyle benefit window

Overview

Stop scrambling at quarter boundaries by creating the setup tasks in advance so program coordinators get consistent, trackable instructions. The support queue will show assigned tasks ahead of each quarter start, reducing last-minute coordination and missed steps.

Create quarterly setup tasks for lifestyle benefit window