Client Work¶

Client Work is the delivery workspace. It combines multiple entity types into a single tabbed surface filtered by client and project. Unlike other sections which show all records vault-wide, Client Work is designed to be scoped — you pick a client and optionally a project, and all tabs filter accordingly.

Overview¶

The Overview tab shows a summary for the selected client/project: open deliverables, recent comms, upcoming meetings, pending feedback, and active surveys. Use the client selector (top-left) to scope all tabs to a specific client. Use the project selector (next to it) to narrow further to a single project.

Selectors match on both client_id and end_client_id (for sub-contracting scenarios), and project_id for project scoping. Selecting All clients or All projects clears the respective filter.

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Meetings¶

Lists all type: meeting notes filtered by the selected client/project. Key fields: date, attendees, context, status. Status lifecycle: scheduled → completed / cancelled.

The Bases dropdown reflects {vault.bases}/meeting.base. Add views for Upcoming, By project, or This month.

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Comms¶

Lists all type: comms-thread notes for the selected client. Tracks ongoing communication threads (email threads, WhatsApp chains, portal messages). Key fields: channel, subject, status, last message date, awaiting reply flag.

The urgency indicator and awaiting_reply flag make it easy to spot threads that need a response.

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Deliverables¶

Lists all type: deliverable notes for the selected client/project. Status lifecycle: draft → review → approved → delivered.

The Bases dropdown reflects {vault.bases}/deliverable.base. Add views like In review or Overdue to monitor delivery health.

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Feedback¶

Lists all type: feedback notes for the selected client. Covers NPS, CSAT, exit surveys, and interview notes. Key fields: feedback type, respondent, score, themes, sentiment, date.

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Surveys¶

Lists all type: survey notes linked to the selected client. Key fields: survey title, type, target audience, tool, external URL, response count, response rate, status.

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Testimonials¶

Lists all type: testimonial notes for the selected client. Key fields: respondent, format (text/video/audio), permission level, use cases, published locations.

The permission level field (public / attributed / anonymous) controls what can be shared externally. Add a Base view filtered to permission_level: public to quickly find usable social proof.

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Decisions¶

Lists all type: decision notes scoped to the selected client/project. Tracks key decisions made during delivery — what was decided, by whom, and why — for audit and handoff purposes.

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