Raise contact-needed items to urgent status for estimators
Raise contact-needed items to urgent status for estimators
Board items marked as needing contact remain unprioritized and delay outreach. This updates those items to high-priority contact status so estimators can triage before bid deadlines.
Overview
When contact-needed tasks sit unprioritized, outreach and estimates get delayed; this flow automatically elevates those items on a controlled schedule so your estimating team sees what to address. That means estimators and project coordinators can triage and begin outreach within each scheduled run, keeping bids and client follow-up on track.