Update task dashboard rows from case task updates
Update task dashboard rows from case task updates
Your case task updates stay in the case system, leaving dashboard rows out of sync and reports unreliable. Keep task rows current so marketing teams see accurate status before weekly reviews.
Overview
Stop relying on stale spreadsheet rows for campaign and intake reporting; this ties every case task update to your dashboard so marketing and intake see current workload. That means cleaner, decision-ready dashboards within minutes ahead of weekly reviews.