Topics started by Nicole Duggins

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N
Beginner
Nicole DugginsBeginner
posted in Ask a Peer

Automation of Sending Client Tasks

I have not been able to find a way to successfully do this yet - any tips and tricks are appreciated! I would like to send our checklist one task section at a time so as not to overwhelm clients. Has anyone encountered how to automate sending the next section to the client once the preceding section is complete? Thank you!

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Sr. Karbon Community Guide
1 year ago

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