User Tasks - Report Builder / Workflow automation

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  • Mary Lia

    The ability to assign User Tasks dynamically via workflow would be very helpful.

    We would like to be able to assign user tasks based on a report of specific Notes within a period - for example when Alert letters and Notices to students are generated, to be able to pull a report and auto create a task for the User who generated the note to follow up in a specific period of time.

    Currently staff are managing all their own tasks in the Marketing Follow-Ups area which isn't ideal.

     

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