Set next engagement date on recurring client tasks
Set next engagement date on recurring client tasks
Your recurring engagement tasks miss next-due dates, causing billing and prep delays. Populate next engagement dates on client tasks so partners can invoice and prepare before the next cycle.
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Overview
Stale or missing engagement dates create scramble during billing and client reviews. This flow calculates and writes the next engagement date to each client task so partners and billing staff see accurate schedules within minutes of the trigger.