Create subtask to request appointments from new tour tasks
Create subtask to request appointments from new tour tasks
Your tour tasks lack a scheduling step, forcing coordinators to create booking tasks manually. The flow adds a scheduling subtask with a booking link so crews can confirm visits same day.
Overview
When a tour task is created, this workflow immediately adds a scheduling subtask with a booking form link so project managers don't have to create booking tasks manually. That reduces handoffs and helps crews confirm site visits the same day.