Create settlement project and tasks from new records
Create settlement project and tasks from new records
You add settlement records that don't create project work, leaving tasks unscheduled and prep stalled. It creates a project and dated tasks so coordinators have the timeline ready before settlement.
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Overview
When settlement rows hit your database, manual setup creates bottlenecks and missed deadlines. This flow converts each new record into a project with dated milestones so coordinators have a ready timeline within minutes and settlements stay on schedule.