Request intake
Public forms collect client work without giving clients access to the internal workspace.
- Ticket Submission creates standalone internal work for general requests.
- Bug Report creates standalone bug work with reproduction details.
- Revision Request creates project work and ordered subtasks when shared from a project.
- Project Intake remains in Requests for review before anyone creates a project.
Client-specific links live on client records. Project-specific Revision Request links live on project records.
Open Requests to review source details, attachments, and the linked internal work item.
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