Document · 8 sections · for internal
Handoff doc
A thorough handoff doc when ownership of a project, customer, or role changes hands. Includes context, current state, decisions, people, open questions, first 90 days.
What it generates
Each section is filled from your connected work, with citations. You can edit, regenerate, or remove any section after it drafts.
- 01
Cover
Handoff title + outgoing → incoming owner.
- 02
Context
What this project is and why it matters. 3-5 sentences.
- 03
Current state
What's done, what's in flight, what's blocked.
- 04
Key decisions
Decisions the incoming owner needs to know about.
- 05
Key people
Stakeholders the new owner should know.
- 06
Open questions
Unresolved questions the incoming owner should expect.
- 07
First 90 days
Suggested priorities for the incoming owner.
- 08
Sources
Auto-populated appendix of cited entities.