TEZ FOR SMALL BUSINESSES
Bring the day-to-day work together.
Keep client requests, project tasks, and business documents organized in one workspace.
A CONNECTED WORKFLOW
Oak Studio client delivery, from plan to handoff.
Deliver a refreshed website for a local client. Keep the agreed scope, review files, and client update easy to find.
Confirm the client request
Set the scope and give the work a named owner.
Review the website draft
Keep feedback with the document and record the decision.
Share the delivery update
Share the outcome and confirm the next handoff.
THE WORKING BRIEF
A shared reference for the next decision.
Deliver a refreshed website for a local client. Keep the agreed scope, review files, and client update easy to find.
Example deliverable: Client delivery checklist.
Explore DocsTHE TEAM HANDOFF
Make the update useful to the next person.
The client request is confirmed. Draft review is underway before the delivery update.
The team keeps the review document and the next action in the same conversation.
Explore Chat
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.
Explore IntelligenceCreate a task for Liya to review the website draft by Thursday in Oak Studio client delivery.
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.