Sales ops keep project and subtask dates aligned

Sales ops at marketing agencies lose deadlines when task dates drift, risking billing errors. It writes parent and subtask start/due dates so schedules stay aligned and invoices match.

Overview

Missed or mismatched task dates mean missed campaign deadlines and billing headaches that squeeze margins. This workflow calculates and writes start/due dates back to parent tasks and subtasks so sales ops and finance get coordinated schedules and invoices that match delivered work.

Notable Features

Calculate start and due dates
Propagate dates to parent and subtasks
Respect workdays and holidays