Create task from incoming message for coach today
Create task from incoming message for coach today
When client messages come in untracked, you lack owner assignment and message context. The workflow creates assigned tasks with full message context so coaches can reply the same day.
Overview
Stop client messages from falling through the cracks by turning each inbound message into an assigned, context-rich task for the right coach. That gives your coaches clear work items and ensures clients get a reply the same day.