Project handoffs

A handoff should identify the current objective, decisions, unresolved questions, and next action. Keep it with the work it describes. This example continues a fictional community workshop.

Establish the plan

Ask your agent:

Find or create the Community workshop Space and read its existing brief.
If there is no brief, create a durable one for a two-hour repair workshop with 20 attendees
and four volunteers. The date is unconfirmed.

Update the brief with confirmed details, open questions, and next actions.
Create or update a durable room-layout drawing with check-in, repair tables,
and a waiting area. No room dimensions have been supplied: label the drawing
as a concept, not a measured floor plan. Link the drawing from the brief.

Open both results. Confirm the brief does not invent a date or volunteer availability. Inspect the drawing to see whether its labels and proposed layout are understandable. It should identify missing dimensions.

Leave a decision

Annotate the relevant part of the brief:

We need to confirm room dimensions and accessible routes before choosing
a final layout. Make that the next action and leave the date unresolved.

Ask the agent to update the brief and reply to the annotation. Pin the brief. A small project can keep handoff details in the brief; create a separate handoff document only when it has a distinct purpose.

Continue elsewhere

Start another agent session and ask:

Find the Community workshop Space. Read its brief, linked drawing, and
open annotations. Summarize the next action and the information still
needed. Do not recreate the existing documents.

The next session should identify dimensions and accessible routes as unresolved, retain the unconfirmed date, and link the current documents. If it misses something, improve the saved handoff rather than relying on that session’s chat history.

Use a Space thread for ongoing discussion with a connected participant. Record decisions back in the brief when they change the plan.