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What this helps you do

Use Share update to turn recent project activity into a concise team update. Use Handoff when another person needs enough context to continue a specific piece of work. Both actions are available at the bottom of the project’s Files pane.

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Share a project update

  1. Select Share update.
  2. In Activity timeline, choose the period the update should cover.
  3. Select Generate from this window.
  4. Review the generated subject and body. Add, remove, or correct details before sending.
  5. Choose the Circles channel or channels that should receive the update.
  6. Select Send.
You can give the AI a revision instruction and select Regenerate, save the update as a project file, or leave it as a draft and resume it later.
Review generated updates before sending. The draft may omit context or give too much weight to routine activity.

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Hand off a project, folder, or file

  1. Select Handoff at the bottom of the Files pane.
  2. In Select handoff context, choose the files and folders the next person will need.
  3. Select Start Handoff.
  4. In chat, tell the agent who the handoff is for, what they need to accomplish, and any open decisions or risks.
  5. Review the prepared handoff before sharing it.
For a narrower handoff, open a file or folder’s More options menu and choose its handoff action. This starts from that item instead of the full project.

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What to include

A useful handoff answers five questions:
  • What is the current goal?
  • What has already been completed?
  • Which files or decisions are authoritative?
  • What is blocked, risky, or still undecided?
  • What should the next person do first?
Keep sensitive or private files out of the selected context unless the recipient is meant to receive them. A handoff does not replace project permissions.

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Expected result

An update gives the team a reviewed summary of recent activity. A handoff gives the next person a focused starting point tied to the relevant project items.

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Troubleshooting

  • The update misses recent work: widen the activity window, then regenerate.
  • The draft includes noise: narrow the timeline or state what the revision should emphasize.
  • Handoff cannot start: open a project chat and select at least one accessible file or folder.
  • The recipient cannot open a referenced item: update the item’s sharing permissions before sending the handoff.