Keep install projects on track for project managers

Project managers miss permit exceptions in checklist submissions, causing scheduling gaps and stalled installs. This workflow updates project status and creates tasks for install coordinators, ensuring follow-ups happen quickly.

Overview

Project managers lose momentum when permit exceptions go unassigned and schedules slip. This workflow converts checklist submissions into status updates and assignable tasks for install coordinators, eliminating manual triage and keeping projects progressing. The result is clearer handoffs, fewer stalled installs, and faster follow-ups.

Notable Features

Create tasks for install coordinators
Update project status from checklist
Route permit exceptions to coordinators