The team’s way of working
ready for the next colleague

Keep agreed ways of working in the space, from the format of a client update to what a quote should include. When another authorized colleague asks for the same kind of work, Xiaoji can find those agreements and use them to prepare the next draft.

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Remember client requirements

Ask Xiaoji to save a confirmed requirement, such as what a client update should include or how to list freight in a quote.

Reuse them across the team

Another colleague can find the requirements saved in the space and use them for their own task.

Update them when work changes

When the client changes a requirement, tell Xiaoji in that space so later work can use the updated agreement.

A new colleague prepares a client update

What you can ask

I’m taking over this client. Turn these project notes into a progress update using our team’s format.

The result to review

The team’s agreed format
Xiaoji finds the guideline a colleague has already confirmed: progress, risks and next steps.
A consistent client update
It uses the current project notes to prepare a draft in that format, so a handover does not mean repeating the instructions.
Current facts to check
The person responsible reviews progress and promised dates. If the format has changed, the team updates the saved guideline.

How to start

Open a conversation in the right space

For example, open the client’s space and check that the requirement applies to that client.

Ask Xiaoji to remember

Say: Remember that client updates should cover progress, risks and next steps.

Let a colleague reuse it

A colleague with access can bring new project notes and ask for an update using that requirement. Keep changes to the requirement in the same space.

Who can reuse these agreements

Saved requirements belong to their space and are available to colleagues with access. To share an instruction from a private conversation, repeat it in the shared space and ask Xiaoji to remember it there.

Bring one recurring task and explore how Feiji could help.

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