TEZ FOR PROJECT DELIVERY

Take the work all the way to handoff.

Connect the delivery plan, review decisions, and client-facing updates so every handoff has useful context.

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GGlobal Inc portal delivery

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Delivery acceptance checklist

A CONNECTED WORKFLOW

Global Inc portal delivery, from plan to handoff.

Complete the portal delivery with a clear review trail. Confirm the acceptance checklist and prepare the client handoff.

Confirm acceptance criteria

Set the scope and give the work a named owner.

Review final deliverables

Keep feedback with the document and record the decision.

Prepare the handoff meeting

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Complete the portal delivery with a clear review trail. Confirm the acceptance checklist and prepare the client handoff.

Example deliverable: Delivery acceptance checklist.

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GGlobal Inc portal delivery

WORKING DOCUMENT

Delivery acceptance checklist

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Complete the portal delivery with a clear review trail. Confirm the acceptance checklist and prepare the client handoff.

DELIVERABLEDelivery acceptance checklistNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Confirm acceptance criteria
Review final deliverables

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.

Acceptance criteria are confirmed. Final deliverables are in review before the handoff meeting.

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

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GGlobal Inc portal delivery

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

Acceptance criteria are confirmed. Final deliverables are in review before the handoff meeting.

Delivery acceptance 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 final deliverables by Thursday in Global Inc portal delivery.

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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