TEZ FOR REAL ESTATE

Give every property engagement a shared plan.

Organize listing preparation, client follow-ups, and document reviews around the work your team needs to deliver.

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MMaple House listing launch

DELIVERY PLANEvery next step has an owner.

01/03steps complete

Next review · Thursday

TaskOwner

Complete

In progressThursday

Up nextFriday

Listing preparation brief

A CONNECTED WORKFLOW

Maple House listing launch, from plan to handoff.

Prepare a property listing for release. Align photography, listing copy, and the owner’s review.

Confirm the listing brief

Set the scope and give the work a named owner.

Review photos and copy

Keep feedback with the document and record the decision.

Share the owner update

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Prepare a property listing for release. Align photography, listing copy, and the owner’s review.

Example deliverable: Listing preparation brief.

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MMaple House listing launch

WORKING DOCUMENT

Listing preparation brief

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Prepare a property listing for release. Align photography, listing copy, and the owner’s review.

DELIVERABLEListing preparation briefNEXT REVIEWThursday · Liya Morgan

Ready for the next review

Confirm the listing brief
Review photos and copy

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 listing brief is confirmed. Photos and copy are in review before the owner update.

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

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MMaple House listing launch

PROJECT CONVERSATION

Rin ParkDelivery update · 9:30 AM

The listing brief is confirmed. Photos and copy are in review before the owner update.

Listing preparation 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 photos and copy by Thursday in Maple House listing launch.

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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