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Global Inc
Global Inc / Client delivery / Projects

Client portal launch

In progress · 25%
+1
High priority Due 13 Nov4 members
GanttApprovalsInsightsActivity
Ask Intelligence
To do3
TZ-124Normal
Share launch update
0/3Brief
214 Nov
TZ-125Normal
Schedule handoff
0/3
115 Nov
TZ-126Normal
Publish help guide
0/3
315 Nov
In progress4
TZ-118High
Client walkthrough
2/4Slides
513 Nov
TZ-119Normal
Review launch assets
2/4
213 Nov
TZ-120Normal
Prepare release notes
2/4
114 Nov
Complete3
TZ-102Normal
Confirm project scope
3/3Brief
311 Nov
TZ-103Normal
Approve brand assets
3/3
211 Nov
TZ-104Normal
Test guest access
3/3
412 Nov
TZ-122Normal
Review launch checklist
3/3
3/3 checked12 Nov
All project work, connected
ONE CONNECTED WORKSPACE

Plan the work. Talk it through. Make it happen.

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WORK BETTER, TOGETHER

Less catching up.
More moving forward.

Give everyone the conversations, files, and next steps they need to deliver.

MEET

Good work starts
with a conversation.

Bring your team and clients into the same call. Review the brief, agree on the next steps, and keep the project moving.

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UP NEXTClient portal walkthrough

Friday, 10:00 AM · Delivery team + client

Client portal kickoff
12:48
Meeting in progress 4 participants
You
Liya Morgan
Sam Rivera
Alex Morgan
Rin Park
Gallery viewNo camera access
DRIVE

Ideas take shape here.

A document, a spreadsheet, a presentation, or a fresh canvas. Four ways to bring your team’s ideas to life, together in Drive.

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Docs

Give every project a clear starting point.

Write briefs, capture decisions, and keep feedback beside the work.

↶   ↷ Normal text   B   I
PROJECT BRIEF

A better client experience.

One place for updates, deliverables, and clear feedback.

Launch priorities
Simplify file reviews
Keep clients informed
Sam · Scope looks good. Ready to share.
Sheets

Make the details add up.

Organize budgets, track deliverables, and work through the numbers.

C4 ƒx   =SUM(C2:C3)

Launch budget

ABC
1WorkstreamOwnerBudget
2DesignRin$2,400
3BuildLiya$4,800
4Total$7,200
Budget + Add sheet
Slides

Turn your work into a story.

Build a clear presentation for your next client walkthrough.

010203
GLOBAL INC / CLIENT WALKTHROUGH

Your project.
A clearer view.

Updates. Deliverables. Feedback.

01
Connect02
Review03
Deliver
Slide 1 of 3 Present ↗
Board

Make room for the next big idea.

Map the journey, connect ideas, and find a direction together.

Client review · WorkflowShare draftDeliverable v1Client reviewCollect feedbackApproved?DeliverReady to launchRevise draftYesNot yet
↖   ✎   □   ＋ 100%
CLIENT MANAGEMENT

Every client.
The full picture.

Bring contacts, account notes, and project context together. Give everyone the details they need to make the next client conversation count.

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Global Inc logo

Global Inc

Brand strategy & digital design

Creative agency · London, UK
Active client
OverviewContactsProjectsNotes
Projects in motion
View all
CLIENT DELIVERY
In review
Client portal launch
Launch checklist3 / 4
Liya Morgan13 Nov
GLOBAL INC / BRAND STUDIOMake it
matter.
In progress
Brand refresh
Design deliverables2 / 5
Rin Park20 Nov
Your client contacts
2 people
Alex MorganProject sponsorPrimary contact
Jordan Lee (sample profile)Jordan LeeBrand leadReviewer
NEXT CONVERSATION
13NOV
Client walkthrough

Friday · 10:00 AM

Tez Meet
Jordan Lee (sample profile)Alex, Jordan + Sam
Recent activityTHIS WEEK

Project scope approvedLiya Morgan · Today, 9:42 AM

Walkthrough deck sharedRin Park · Yesterday

Jordan added as reviewerSam Rivera · 10 Nov

ACCOUNT NOTE

Weekly updates on Fridays.
Alex approves scope. Jordan reviews design.

Sam Rivera · Account owner
Explore client management
Contacts, notes, and connected work. One shared account context.
Intelligence

Find the answer. Capture the decision.
Put the next step in motion.

See how Intelligence connects your project, meeting notes, and follow-up tasks.

FEATURE AVAILABILITY VARIES BY WORKSPACE
YOU ASK

Are we ready for Friday’s walkthrough?

INTELLIGENCE Context connected

One review away.

Review launch checklistLiya Morgan · Thursday
Brief + kickoff notesSee next step
See the kickoff workflow
THE VALUE OF WORKING TOGETHER

Small time savings.
A bigger difference.

What could 15 minutes less busywork mean for a team of 20?

Get started
A LITTLE TIME EACH DAY
15min

Less time finding files and chasing updates.

Scenario input
ACROSS YOUR TEAM
20people

Small gains, shared across the people you work with.

Scenario input
ROOM IN YOUR WEEK
25hours

More capacity for the work that needs your attention.

Potential team capacity
OVER A WORKING YEAR
1,150hours

Time that could go into your next idea, project, or client.

Potential team capacity

Illustrative scenario, not measured Tez results. 20 people × 15 minutes × 5 days = 25 hours per week; 46 working weeks = 1,150 hours per year.

TEZ · DESKTOP & MOBILE

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Your next move, powered by AI.

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TezGlobal IncSearch across Tez ⌘ K
ProjectsAll projectsMy tasksFAVORITES Client portal launch
Design & developmentLaunch readiness
PROJECTSBrand refreshWebsite redesign
Liya MorganGlobal Inc
Projects / Client delivery

Client portal launch

On track
Due 14 November · 8 tasks · Team workspace
BoardTasksGanttApprovalsFilesCommentsInsights
Search tasks FilterNew task
To do3

Launch update

0/32
14 Nov

Share launch assets

0/21
14 Nov

Schedule handoff

0/22
15 Nov
Add task
In progress2

Client walkthrough

GLOBAL INC / CLIENT PRESENTATIONReady for
what’s next.
01 / 06
Client walkthrough.slides
3/45
Checklist75%
13 Nov

Review guest access

2/32
12 Nov
Add task
Complete3

Project scope

4/43
11 Nov

Brand assets approved

3/32
11 Nov

Kickoff complete

2/24
10 Nov
Add task
9:41
Global Inc
THU, 12 NOVAll synced

Let’s make progress.

3/4Done today
2New replies
You’re nearly there.One review before tomorrow’s call.
Up nextView all ↗
CLIENT PORTAL

Prepare client walkthrough

Ready.
Set. Launch.
Client walkthroughSlides · Updated just now
Liya MorganTomorrow
Project scope approvedSam Rivera · 12 min ago