For product directors: ensure evaluation reports are ready before delivery

Product directors see project evaluation checkboxes checked without follow-up, causing report creation to lag and sessions to start unprepared. It creates a delivery task so reports are ready.

For product directors: ensure evaluation reports are ready before delivery

Overview

Missed evaluation links create last-minute scramble and risk session quality for training programs. This flow assigns the delivery coordinator a task the moment the evaluation checkbox is set, ensuring report setup completes before sessions and eliminating late surprises. The result is cleaner handoffs and zero missed report setups.

Notable Features

  • Create task for delivery coordinator
  • Include opportunity and facilitator details
  • Notify assignee via Slack or email

For product directors: ensure evaluation reports are ready before delivery