Keep project managers on schedule with follow-up dates
Keep project managers on schedule with follow-up dates
Project managers creating jobs miss follow-ups, risking delayed resource planning. This adds an eight-week review date to each job record so managers schedule reviews promptly.
Overview
Project managers miss scheduled reviews when follow-up dates aren't set, which leads to resource conflicts and project drift. This workflow ensures every job record gets an eight-week review date attached, eliminating missed follow-ups and enabling proactive resource planning; teams report faster handoffs and fewer scheduling oversights.
Notable Features
- Calculate eight-week review date
- Attach date to job record
- Notify project managers to schedule