Create tagged comment records in ops tracking table
Create tagged comment records in ops tracking table
Your task comments with client context go untracked, leaving ops without an audit trail or billable notes. Capture tagged comments into a searchable table so coordinators find context same day.
Overview
Untracked task comments create audit gaps and slow billing reviews; this flow captures hashtagged comments into a structured ops table so coordinators always see client context. That turns scattered notes into same-day traceability for audits and handoffs.