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Create tasks for new session requests and notify team

Create tasks for new session requests and notify team

Your intake session requests lack consistent site and priority tags, causing routing and roster gaps. It creates a dashboard task and confirmation email so data staff are ready before each capture.

Create tasks for new session requests and notify team

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Overview

Intake items often arrive with inconsistent location and priority data, which stalls roster prep and scheduling. This workflow standardizes each request into a dashboard task, notifies your channel, and sends a confirmation email so program coordinators and data engineers are ready ahead of every capture session.

Create tasks for new session requests and notify team