Keep business owners ahead of delayed project handoffs

Business owners miss 'Do & Charge' emails, causing handoffs to be delayed and jobs overlooked. Create standardized tasks in the correct project and section so managers can begin handoff within minutes.

Overview

Missed 'Do & Charge' emails stall delivery and let jobs slip through the cracks. This workflow turns those emails into ready tasks in the right project and section so managers begin handoff quickly, reducing overlooked job handoffs and keeping operations moving.

Notable Features

Create project task from email
Place task in correct section
Notify ops and project managers