SMEs
Make approved process knowledge and project decisions useful beyond the person who first recorded them.
A task to start with
Use the shared project notes to prepare a handoff for a new teammate. Separate confirmed decisions from open questions.
Use notes you are authorized to share. Review the draft before taking action.
From saved context to a working draft
Saved notes
Project notes: the team approved the revised brief. Access ownership and the launch review date are still open.
Example draft to review
- Start the handoff with the approved brief.
- List access ownership and review timing as open questions.
- Share only the approved project graph with the new teammate.
Start with a useful draft
Give the next person a starting point and a clear list of things to check.
Keep the right boundaries
Define which graphs each person or app may access. Review permissions and the current pricing before a wider rollout.