Practical guide
Use this workflow before choosing another tool.
Service providers, operators, and teams preparing to transfer completed work or move a project to maintenance. The useful move is to turn that search into a small operating decision: what gets captured, who reviews it, what copy is safe, and what should stop before it reaches a customer.
Project handoff should make ownership clear. The receiver needs files, access, documentation, known issues, support boundaries, and final acceptance notes. Treat the template below as a starting point for review, not as final external copy. The buyer still needs to adapt it to their business, product, policy, tools, consent rules, and support boundaries.
- 01Delivered assets: links, files, versions, source material, and final outputs.
- 02Access: accounts, ownership transfer, permissions, and removal of old access.
- 03Open items: known issues, deferred work, risks, and next owner.
- 04Acceptance: approval date, support boundary, maintenance notes, and archive location.
