Keep follow-ups assigned to adult education enrollment team

Enrollment staff miss follow-ups when spreadsheet rows change, causing outreach to stall and applications to drop. Create standardized follow-up tasks so staff start outreach promptly.

Overview

Enrollment pipelines stall when spreadsheet updates don't become actionable work, putting admissions at risk. This workflow converts row changes into standardized, assigned follow-up tasks so enrollment staff start outreach promptly and missed follow-ups are eliminated.

Notable Features

Create follow-up tasks from rows
Assign tasks to enrollment staff
Standardize follow-up task templates