Mark related project task as done when a case closes
Mark related project task as done when a case closes
Your CRM case closures don't update linked project tasks, leaving assignees without context and delaying handoffs. Keep tasks marked done and stamped with a closure note so owners act the same day.
Overview
When case closures don't reach project tasks, owners lose closure context and handoffs stall. This flow keeps task status, tags, and a closure note aligned so sales ops and implementation managers can complete post-sale work the same day.