Keep family services director task lists aligned across apps

Directors in family services miss client follow-ups when task updates fall between apps. Replicating tasks keeps owners and staff aligned so client work starts promptly.

Overview

Directors risk missed client follow-ups when task updates live in separate apps. This workflow replicates new and changed tasks so owners and staff act on the same priorities, eliminating missed follow-ups and catching conflicts before they affect clients.

Notable Features

Create matching tasks in secondary app
Update task status across both lists
Alert owner on task conflicts