Auto assign follow ups
I think I have the opposite issue from those who want batch assignments. Each grantee has a different project completion date (that they enter on their grant agreement) and I would love to see the option of auto assigning a follow up on a specific date. Their project completion date is the day they would be assigned their final report follow up. (I actually thought this was already an option, but was told that it's not). At the very least, it would be helpful to have a way to send an admin reminder that a follow up needs to be assigned. Right now, I have them set up as task reminders in outlook.
Nicole
shared this idea
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