Use the top table to capture the fundamentals—product name, target release date, current status, and core team. Type /date to insert dates, /jira to link issues, and tag team members so the right people stay in the loop.

Connect your project to the bigger picture by showing how it supports company-wide objectives. Then get specific—list product goals and the metrics that will tell you whether you've hit them, like a 15% lift in customer satisfaction.

Write down what you're taking for granted about your users, tech stack, and business constraints. Then use the Options table to break down requirements, user stories, priority levels, linked Jira issues, and any relevant context.

Pull in mockups, diagrams, and design assets so nothing gets lost across inboxes and drives. One central place for supporting materials means one version of the truth for everyone on the team.

Log open questions as they come up and record answers with dates so progress is easy to track. Be explicit about what's not in scope—and keep that list updated as the project evolves.