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Create review files and task items for suppliers

Create review files and task items for suppliers

Your performance review forms arrive with attachments and free-text goals, making it hard for coordinators to assign tasks or find files. Tasks and dated review files are created for coordinators to act same day.

Create review files and task items for suppliers

Overview

When supplier performance reviews arrive as form submissions, coordinators spend time hunting attachments and retyping goals. This flow turns each submitted review into a dated file and project tasks so program coordinators can follow up on goals the same day.

Create review files and task items for suppliers