Short answer. Name the item, version, reviewer, and decision before asking for feedback. Preserve the source decision and connect it to the work that follows.
What should happen first?
Identify the current item and scope reference
Use one active engagement to establish the workflow. Keep the current scope reference, next action, and owner visible; do not infer an agreement from a task status.
How does the work move?
Request a decision from the authorized contact
Record the result and update the next action
Flotick connects client records, projects, documents, messages, and portal resources. Availability depends on plan, permissions, settings, and the resources actually shared.
What remains your team's responsibility?
Keep the source records current, review client visibility, and record decisions through the actual agreement and authorized contact. A connected workspace does not guarantee delivery dates, legal acceptance, or payment collection.
