Create scheduled monthly support task for reporting on 23rd
Create scheduled monthly support task for reporting on 23rd
Monthly reporting tasks can arrive without a tracked ticket, leaving coordinators unsure of ownership and timelines. Coordinators receive an assigned ticket with a due date before the next cycle.
Overview
Recurring monthly reports often slip when there's no ticket to own the work; this creates an assigned support task every month with a clear due date. Support ops and program coordinators get visible assignments and deadlines before the next reporting cycle.