TEZ FOR PRODUCT

Take the next product idea into delivery.

Keep discovery notes, decisions, and release work connected as your team shapes what comes next.

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AAtlas onboarding refresh

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Onboarding opportunity brief

A CONNECTED WORKFLOW

Atlas onboarding refresh, from plan to handoff.

Reduce friction in the first workspace setup. Agree the problem and review a prototype before planning implementation.

Summarize discovery interviews

Set the scope and give the work a named owner.

Review the onboarding prototype

Keep feedback with the document and record the decision.

Agree the release scope

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Reduce friction in the first workspace setup. Agree the problem and review a prototype before planning implementation.

Example deliverable: Onboarding opportunity brief.

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AAtlas onboarding refresh

WORKING DOCUMENT

Onboarding opportunity brief

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Reduce friction in the first workspace setup. Agree the problem and review a prototype before planning implementation.

DELIVERABLEOnboarding opportunity briefNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Summarize discovery interviews
Review the onboarding prototype

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 research summary is ready. The prototype review will decide what moves into the release.

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

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AAtlas onboarding refresh

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

The research summary is ready. The prototype review will decide what moves into the release.

Onboarding opportunity 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 the onboarding prototype by Thursday in Atlas onboarding refresh.

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

BUILD YOUR WORKFLOW IN TEZ

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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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