Align Stakeholders
With a Project Brief
Capture goals, scope, context, and key decisions in a single brief — and share it with a link.
Kickoffs take too long?
Kickoffs take too long?
Briefs that speed up alignment
Capture what success looks like, define scope, and set clear expectations from day one.
Context scattered across tools?
Context scattered across tools?
Centralize docs, links, and assets
Keep key information in one place so teams don’t waste time searching and repeating decisions.
Need to share externally?
Need to share externally?
Shareable brief link
Send a brief link to stakeholders so everyone stays informed without needing access to the whole workspace.
Related products
Products teams typically use to implement this workflow.
Project delivery
ProductPlan, execute, and ship with Kanban, sprints, timelines, workload planning, and dashboards.
- Kanban execution with clear ownership
- Sprints and backlog planning
- Timelines, dependencies, and capacity planning
Files
ProductStore, organize, and share project files — with recents, shared items, and collections.
- Project files organized in one place
- Recents, shared files, and collections
- Fewer “where is the latest version?” moments
Related templates
Templates you can copy and adapt for this workflow.
Use cases
See how teams apply this feature in a full workflow.
Sales pipelines
Use caseManage deals and activities, then hand off work to delivery without losing context.
- Contacts, companies, and deals in one place
- Pipeline stages and activity tracking
- Email + follow-up workflows
Agencies
Use caseOrganize client delivery with time tracking, files, roadmaps, and clear reporting.
- Time tracking with dashboards and reports
- Files, assets, and shared collections
- Portfolio visibility across clients
