Create workshop time tasks from new job records
Create workshop time tasks from new job records
Your job records don't create corresponding time-tracking projects and tasks, leaving teams without task entries for new jobs. Get workshop tasks created automatically so teams can log hours same day.
Overview
When new jobs are added to your jobs database, teams often start without a defined project or task and therefore miss billable time. This flow creates the Workshop task and supporting project immediately so project managers and crews can begin time tracking the same day.