[Brian]

Originally Posted by vanderwal

But, when I am sitting with Susan to review the finances and get a signature on an upcoming project I can also ask her about the expense report. But, I can also email her, or include the questions in the expense report, if I haven't heard back from her by the time I need to file the expense report. There may also be somebody else that could answer the same question, but Susan has the ultimate authority. I need to get the questions answered before submitting the report, or highlight in the submission so they could be approved or declined as line items and not have the whole report rejected and have to wait for the next submission window.

This sounds much like the "I need to ask my boss" example on the first page. Assign the relevant actions to Susan's context, and rather than punt the decision to call or email her, decide when capturing the action. Put that information in the action title, so you know what you decided when you revisit this in "doing stuff" mode.