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TEZ FOR MARKETING

Move the campaign from brief to launch.

Plan campaign work, collect creative feedback, and keep launch decisions close to the assets.

SSolstice autumn campaign
DELIVERY PLANEvery next step has an owner.
01/03steps complete
Next review · Thursday
TaskOwner
Complete
In progressThursday
Up nextFriday
Campaign creative brief

A CONNECTED WORKFLOW

Solstice autumn campaign, from plan to handoff.

Launch a three-part email campaign with a coordinated landing page. Review messaging before preparing the final assets.

01

Approve the campaign brief

Set the scope and give the work a named owner.

02

Review email creative

Keep feedback with the document and record the decision.

03

Publish the launch checklist

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Launch a three-part email campaign with a coordinated landing page. Review messaging before preparing the final assets.

Example deliverable: Campaign creative brief.

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SSolstice autumn campaign
WORKING DOCUMENT

Campaign creative brief

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Launch a three-part email campaign with a coordinated landing page. Review messaging before preparing the final assets.

DELIVERABLECampaign creative briefNEXT REVIEWThursday · Liya Morgan

Ready for the next review

  • Approve the campaign brief
  • Review email creative
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 brief is approved. Creative review is underway before the launch checklist is finalized.

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

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SSolstice autumn campaign
PROJECT CONVERSATION
Rin ParkDelivery update · 9:30 AM

The brief is approved. Creative review is underway before the launch checklist is finalized.

Campaign creative briefLinked 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 email creative by Thursday in Solstice autumn campaign.

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.

Put your next plan into motion.

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