TEZ MAIL

Keep email close to the work.

Read and reply to connected email in Tez. Keep client conversations alongside your projects so the next step has its context.

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Mail

Inbox / Client conversations3 messages

Portal launch — Friday’s review

Alex Morganalex@global.example → Sam Rivera

10:15 AM

Hi Sam,

The scope looks good. Could you share the checklist ahead of Friday’s walkthrough?

Jordan will join to review the brand experience. Please include the access instructions so we can check the portal before the call.

Thanks,
Alex

Client review agenda.pdfPDF · 128 KB · Example attachment

CONNECTED IN TEZ

From a client message to a clear follow-up.

Alex asks for the launch checklist before Friday’s walkthrough. The team keeps the email connected to the Global Inc project. Mail connection availability varies by workspace.

CONNECTED CONVERSATIONS

Keep the request with the project.

Link an email conversation to the relevant work. Return to the original message when you need to check the request or prepare a reply.

Alex’s message explains why Liya’s checklist review needs to happen before Friday.

Launch readiness

GLOBAL INC / CLIENT PORTAL

1/3steps complete

Next milestone · Client walkthrough

THIS WEEKOWNER / DUE

Confirm launch scopeDeliverables and review contacts agreedComplete

11 Nov

Review launch checklistCheck owners, access, and open blockersIn review

12 Nov

Share client updateSummarize progress and next stepsTo do

13 Nov

USEFUL CONTEXT

Find the file behind the follow-up.

Keep project documents organized in Drive so your team can find the scope and checklist while working through client correspondence.

The approved scope and launch checklist support the next client conversation.

Launch workspace

TEAM FILES / CLIENT DELIVERY

The brief, readiness tracker, and client presentation.

Client portal briefSam Rivera · Today, 9:12 AM

Docs

Launch readiness trackerLiya Morgan · Today, 10:18 AM

Sheets

Friday client updateRin Park · Yesterday

Slides

Portal ideasDelivery team · Yesterday

Board

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