WORK ITEM / SUBJECT
CLIENT
TYPE
STATUS
PRIORITY
SLA / DUE
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New Work Item

What kind of work item are we opening today?

Sales Lead

New client, contact, and lead work

Sales Task

Upsell, renewal, proposal, or follow-up

Support Ticket

Customer issue or request

Dev Task

Bug or feature request

Project

Long-term initiative

Service Delivery

Client delivery or handoff work

MSP Alert

Infrastructure alert