Prevent missed policy entries when cases move to Bound

Operations coordinators miss policy steps when a case moves to Bound, causing incomplete docs and processing delays. Agents receive an assigned 'Enter Policy' task with links so they start setup.

Overview

Operations coordinators risk processing delays and missing documentation when Bound cases don't trigger next steps. This workflow creates and assigns an 'Enter Policy' subtask with clear instructions and links, eliminating dropped handoffs and getting policy setup started. Customers report clearer ownership and fewer manual reminders.

Notable Features

Create standardized Enter Policy subtasks
Assign tasks to the right agent
Attach instructions and source links