Keep project managers on top of post-install follow-ups

Project managers miss post-install tasks when events aren't converted to follow-ups, risking missed deliveries. Dashboard rows and ops tasks are created at event start so pending work is visible.

Overview

Project managers risk missed shipments and customer escalations when post-install follow-ups are handled manually. This workflow turns install calendar events into dashboard entries and assigned ops tasks so pending shipping and support actions are visible — teams report faster handoffs and fewer manual checks.

Notable Features

Create dashboard rows at start
Assign ops tasks to agents
Send assignment alerts to project managers