ClickUp Guide

Status: REVISION REQUESTED

For CRM:

1. Client Requests a Revision (Order Section) But Hasn’t Sent Details Yet:

   • Change the status to REVISION REQUESTED but retain existing tags.

     • (Status: "REVISION REQUESTED"; Tags: "client review")

   • Once the client sends the revision details, update the comment and remove the tag.

     • (Status: "REVISION REQUESTED"; Tags: None)

2. Client Sends a Revision Request (Order or Chat Section):

   • Move the project from DELIVERED to REVISION REQUESTED.

   • Remove the tags.

     • (Status: "REVISION REQUESTED"; Tags: None)

3. Production Supervisor (PS) Asks Follow-Up Questions:

   • Send the follow-up message to the client.

   • Add the tag "client review" to indicate pending client input.

     • (Status: "REVISION REQUESTED"; Tags: "ps review, client review")

For Production Supervisors (PS):

1. Handling Projects in "REVISION REQUESTED" Without Tags:

   • Add the tag 'ps review'.

   • If follow-up questions are needed, add a comment mentioning CRM.

     • (Status: "REVISION REQUESTED"; Tags: "ps review")

   • If the revision request is clear, simplify if necessary and move the project to "IN REVISION", removing all tags.

     • (Status: "IN REVISION"; Tags: None)