For marketing CTOs: keep monthly task risk fields current

Marketing CTOs face misaligned goal reviews when task updates don't populate monthly risk fields. Copy a task's Risk into the current month's field so goal owners have accurate monthly risk.

Overview

Empty monthly risk fields make goal reviews unreliable and slow decisions in marketing operations. This workflow mirrors a task's Risk into the current month's custom field on every update, ensuring goal owners arrive at reviews with accurate monthly risk snapshots. The result is fewer manual edits, faster handoffs, and clearer operational oversight.

Notable Features

Update current month's risk field
Trigger on task Risk updates
Notify goal owners on changes