Your colleague is away for two weeks
A client calls with a question about the launch. You are covering the project, but you do not know that the date changed last week. That was in an email to your colleague. You were not copied in.
You search the project tool and find the original schedule. To be sure, you have to ask the client what was agreed, or contact your colleague on holiday. A brief question becomes a search for the missing background.
Read the conversation alongside the work
If the schedule was discussed in the project in trygga, you can read that history as a project member. You can see why the date changed and what input has been shared since. Files and replies stay with the work they relate to.
The same applies when the client appoints a new contact. They can find the shared decisions too. Internal preparation stays internal. Your client does not need to see everything your team discusses.
A handover starts during the project
An overview works only if you keep relevant decisions there. Agreed something over the phone? Note the outcome alongside the right task or in a message. The history then becomes useful for someone joining later.
You do not have to start every handover by assembling a chain of forwarded emails. Read what is happening first, then ask specific questions. For more on keeping this approach going, read working together in one place.