RELATED IDEAS
Allow multiple open tasks per client service
Add the option to allow multiple tasks to be created for a service (per client).
Example use case:
Task is overdue (or not completed) in time prevents the trigger of the next automation email.
A simple workaround could be to include an option on the Automation screen to "Allow multiple service tasks based on Service Frequency in the Service settings".
Hi Jeremy. I agree with your idea. For now, if a task is not going to be completed by the end of the service due date, we have to complete it and create another one for the incomplete one, so that the system can create a new one according to the service frequency, and so automation emails can work. If a task is not complete, the automation emails for the next period do not work also. Whichever way is used to improve this aspect would be greatly welcome.