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Create service assignment tasks and notify team channel

Create service assignment tasks and notify team channel

Your opportunities set to pending for services miss a clear handoff and task context. Tasks and a channel message give coordinators context to assign work and start delivery same day.

Create service assignment tasks and notify team channel

Overview

When an opportunity flips to pending for services, coordinators often wait for manual handoffs and miss kickoff windows. This flow creates a project task and posts a channel message so coordinators get context and can assign work the same day.

Create service assignment tasks and notify team channel