At P2 Automation, we believe transparency goes both ways. That’s why our System Issues module gives you the ability to update task statuses directly from your CRM — helping us stay aligned and ensuring every project stays on track.
How You Can Help Keep Things Accurate:
- Accept Completed Tasks: Once a task is released and looks good, simply click Accept to confirm it’s complete. The system automatically records who accepted it and when.
- Reject or Request Modifications: If something needs further attention, click Reject, include your reason, and we’ll be notified immediately to review and reschedule it.
- Prioritize Urgent Items: Have a request that needs faster turnaround? Use the Prioritize button and provide a reason. Your high-priority items will move up our work queue.
- Cancel or Complete Tasks: If something is no longer needed—or has been handled internally—just click Cancel or Complete to update us and avoid duplicate work.
Why It Matters:
System Issues isn’t just a status tracker—it’s a shared workspace that keeps communication clear and priorities visible. By taking a moment to update task statuses, you’re helping us deliver faster, stay focused, and keep your projects running smoothly.
Call to Action:
Want to learn how automation can improve collaboration inside your XRM system? Contact P2 Automation today and subscribe to our YouTube channel for more episodes of How We Manage Your Requests.
