Keep office admins on top of PEH review tasks

Office admins miss files in the PEH review folder, causing approvals to stall and signed items to pile up. Create review tasks as files arrive so reviewers begin sign-off and approvals stay on track.

Overview

Missed review files stall approvals and create hidden backlogs for operations. This workflow turns every file added to the PEH review folder into a tracked task assigned to office admins, ensuring approvals stay on schedule. Teams see fewer missed sign-offs and smoother handoffs between filing and approval.

Notable Features

Create tasks from new files
Filter out irrelevant filenames
Assign tasks to office admins