| Situation | Use |
|---|---|
| Work I need to do | Tasks & Requests |
| Client asks for something | Tasks & Requests → Client request |
| Bug/design/content comment | Feedback & Bugs |
| Request changes agreed scope | Change Requests |
| Something is ready for review/delivery | Deliverables |
| We agreed why/how something will be done | Decisions |
| Hosting/repo/domain/account reference | Resources & Access |
| Kickoff/review/handover call | Meetings |
Waiting for client means your next meaningful action depends on client input or approval.
Client Visible means the record is safe and useful to expose through the client portal.
Lifecycle Stage keeps onboarding, delivery, handover and maintenance work from being mixed together.
Use a normal Client request when the request fits the current agreed project or still needs light triage.
Use a Change Request when it may alter scope, price, schedule or commercial treatment.
Phone: check, understand, reply, capture, update.
Desktop: configure, plan, assess scope, administer, customize forms.