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TEZ FOR RETAIL

Coordinate the work behind every launch.

Keep store initiatives, campaign assets, and team readiness visible from planning through rollout.

AAutumn store campaign
DELIVERY PLANEvery next step has an owner.
01/03steps complete
Next review · Thursday
TaskOwner
Complete
In progressThursday
Up nextFriday
Store campaign guide

A CONNECTED WORKFLOW

Autumn store campaign, from plan to handoff.

Prepare a coordinated seasonal campaign. Review the merchandising pack and align store teams on launch tasks.

01

Confirm the campaign assortment

Set the scope and give the work a named owner.

02

Review merchandising assets

Keep feedback with the document and record the decision.

03

Share the store launch checklist

Share the outcome and confirm the next handoff.

THE WORKING BRIEF

A shared reference for the next decision.

Prepare a coordinated seasonal campaign. Review the merchandising pack and align store teams on launch tasks.

Example deliverable: Store campaign guide.

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AAutumn store campaign
WORKING DOCUMENT

Store campaign guide

Sam Rivera · Project owner
Shared with the project team

What we’re working toward

Prepare a coordinated seasonal campaign. Review the merchandising pack and align store teams on launch tasks.

DELIVERABLEStore campaign guideNEXT REVIEWThursday · Liya Morgan

Ready for the next review

  • Confirm the campaign assortment
  • Review merchandising assets
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 campaign assortment is confirmed. Merchandising assets are in review before the store checklist is shared.

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

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AAutumn store campaign
PROJECT CONVERSATION
Rin ParkDelivery update · 9:30 AM

The campaign assortment is confirmed. Merchandising assets are in review before the store checklist is shared.

Store campaign guideLinked 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 merchandising assets by Thursday in Autumn store campaign.

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.

Put your next plan into motion.

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