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Originally Posted by Brian View Post
This seems similar to the "I need to show Cindy a machine in a certain place" example on the first page - if the action can't happen without the person, we'd recommend that it go in the person's context. Check that context every time you see/meet them, and you'll be able to check it off when you're in the right location.
And when you review your projects (you do review them, right?), you'll see that you haven't gotten around to showing that machine to Cindy, and you'll respond to that discover by scheduling an appointment with Cindy to look at the machine in that place.