Team handovers
Hand over the work. Keep the details.
When someone is away or moves on, the next person should know what matters and what happens next.
Keep shared knowledge useful
Bring approved team decisions, account history and working documents together, with their sources.
Prepare a clear handover
Summarise open commitments, responsible people and upcoming dates. Link back to the work so the next person can check the detail.
Choose what to share
Review and share the handover with the right colleagues. Keep personal conversations and private records out of it.
What to keep in mind
Team access opens at launch. Team membership never grants access to someone’s private space.
Make a little room for your day
See paid membership prices and current availability on the Plans page. Connected email, calendar and team features arrive at launch.
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