TEZ FOR LOGISTICS

Keep operational handoffs clear.

Coordinate shipment-related tasks, working documents, and customer updates with named owners.

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HHarbor inbound coordination

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Inbound handoff checklist

A CONNECTED WORKFLOW

Harbor inbound coordination, from plan to handoff.

Prepare the team’s handoff for an inbound consignment. Review document readiness and agree the next customer update.

Collect the document checklist

Set the scope and give the work a named owner.

Review handoff readiness

Keep feedback with the document and record the decision.

Share the customer update

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Prepare the team’s handoff for an inbound consignment. Review document readiness and agree the next customer update.

Example deliverable: Inbound handoff checklist.

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HHarbor inbound coordination

WORKING DOCUMENT

Inbound handoff checklist

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Prepare the team’s handoff for an inbound consignment. Review document readiness and agree the next customer update.

DELIVERABLEInbound handoff checklistNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Collect the document checklist
Review handoff readiness

Keep the agreed scope here. Record changes before the team moves to the next step.

THE TEAM HANDOFF

Make the update useful to the next person.

The document checklist is collected. Handoff readiness is under review before the customer update.

The team keeps the review document and the next action in the same conversation.

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HHarbor inbound coordination

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

The document checklist is collected. Handoff readiness is under review before the customer update.

Inbound handoff checklistLinked project document

Liya MorganI’ll add my review notes to the project before Thursday’s check-in.

INTELLIGENCE

Give the next step a clear starting point.

Ask Intelligence to create a task with a named owner and deadline, then review the result in the project.

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EXAMPLE REQUEST

Create a task for Liya to review handoff readiness by Thursday in Harbor inbound coordination.

Review the task, owner, and date before the handoff.

BUILD YOUR WORKFLOW IN TEZ

Tasks Docs Chat

Make this workflow your own.

Can we adapt this example to our team?

Use the example as a starting point. Set your own project scope, owners, documents, and review steps to fit the way your team works.

Is the example real customer data?

No. The names, work items, and conversations are illustrative examples of how a team could organize work in Tez.

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