Give project managers actionable PO follow-up subtasks for certified requests
Give project managers actionable PO follow-up subtasks for certified requests
Project managers miss certified partner PO requests for residential or load study work when submissions get lost, delaying PO processing. Create a subtask to assign ownership and keep POs moving.
Overview
Missed PO handoffs stall projects and frustrate field crews. This workflow creates a follow-up subtask for every certified partner residential or load study PO request, assigning ownership and adding PO details so project managers stop chasing submissions and POs enter processing reliably.
Notable Features
- Create subtask from form submission
- Assign owner from project field
- Attach PO details to task notes