Create same-day review tasks from completed site visits
Create same-day review tasks from completed site visits
Your completed site visits often lack assigned next steps, leaving crews unsure of post-visit priorities. Create and assign review tasks so coordinators can schedule follow-up same day.
Overview
When field technicians finish a site visit, the next steps must be visible to coordinators immediately. This workflow creates same-day review tasks and assigns owners so follow-ups and scheduling happen before the next shift. It removes manual triage and keeps projects moving.