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Handoff Project Hub
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Handoff Project Hub
Team Project Hub
Start Here: Project Handoff Intake
Team Project Board
Project Intake Review
All Handoff Projects
Product questions in support - Project Handoff
Backend Data Configuration
Config: Task List
Config: Project Board
Config: Intake Tables & Template
Config: Handoff Template
Team Project Hub
This is a great way to streamline project intake & workflows
Start Here: Project Handoff Intake
Looking to submit a project handoff? Start here!
Team Project Board
Track and manage projects here
Project Intake Review
Review submitted projects here first
All Handoff Projects
All handoff projects will have a project subpage added under this page
Welcome to the Team Project Hub!
This doc is designed to streamline the flow of receiving a new CX or Support project handed off from another team.
Have the team submitting the project fill out the
Start Here: Project Handoff Intake
form
Review submitted forms on the
Project Intake Review
When a project is accepted, a page will be generated under
All Handoff Projects
Manage projects on the
Team Project Board
Have a non-handoff project to add? That can be added
here
Need to make changes? Visit the
Backend Data Configuration
Gallery
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