Create or assign tasks from the work order and have automations add tasks in the right order

Users want to create or assign tasks directly from the work order so client care and schedulers can capture follow-up work without leaving the order. They also want action flows (email and SMS automations) to be able to create tasks, with those tasks appearing in the correct position in the list rather than always at the top.

Why it matters: Reduces friction for client care and keeps task lists in a logical order when automations create follow-up tasks.

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Upvoters
Status

Planned

Board
🏠

Main App

Date

3 months ago

Author

Linear

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