Automatic Task Creation for Accepted Submissions
S
Samuel Asselin
I would like the system to automatically create tasks when a submission is accepted by a client. This includes scheduling subcontractors, placing orders, and requesting permits from the city for the pre-construction phase. Automating these tasks would streamline the process and ensure nothing is overlooked.
Jolyane Couture
For now it is possible to create checklists. They are not assigned directly to anyone, but at least there is a to-do list when the project is in pre-construction status.
https://intercom.help/c-cube/fr/articles/8302671-5-8-listes-de-verification