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Update project task when survey and docs arrive

Update project task when survey and docs arrive

Your tasks lack delivery context when survey emails arrive, preventing coordinators from finalizing handoffs. It updates tasks and key fields so coordinators can act the same day.

Update project task when survey and docs arrive

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Overview

When delivery-confirmation emails arrive, manual triage slows handoffs and blocks program coordinators. This workflow finds the right task, applies deliverable metadata and moves it to the completion stage so coordinators can proceed the same day.

Update project task when survey and docs arrive