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Proofing & Approvals

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How to create an approval workflow for your team
Project Management 10 min read

How to create an approval workflow for your team

A great approval workflow helps your whole team work smoothly and efficiently. Here’s how you can create an approval workflow that’s customized to your needs.

How Electrolux Produces 10x More Assets With Wrike
Project Management 3 min read

How Electrolux Produces 10x More Assets With Wrike

Read how Wrike helped the Electrolux packaging design team produce 10 times more assets thanks to improved proofing and approval processes.

Best 21 Proofing Software & Tools for 2022
Collaboration 10 min read

Best 21 Proofing Software & Tools for 2022

Discover the 21 best proofing software and tools for 2022 that can streamline team collaboration and get projects over the line faster.

How to Increase Adoption of Branding Guidelines
Marketing 10 min read

How to Increase Adoption of Branding Guidelines

From your specialized logo to fonts, your brand identity has a certain style that you spent ages designing, and you need people to follow your branding guidelines. Here’s how to make it happen — including templates and examples.

Keep Approvals Organized with Updated Filters & Dashboards
News 3 min read

Keep Approvals Organized with Updated Filters & Dashboards

How do you stay in touch with everyone regarding each review and approval process? We’ve updated our Proofing and Approvals filter collection so that you can easily find the tasks with ongoing or completed reviews and set up dedicated dashboards. It's all in the filters.

What's a Good Process for Content Approvals?
Marketing 7 min read

What's a Good Process for Content Approvals?

As a content marketer, conceptualizing and then writing the content must be followed immediately by an efficient review and approval process. But what makes a good approval process for content?

Deliver Better HTML Web Content Faster With Wrike Proof
Project Management 5 min read

Deliver Better HTML Web Content Faster With Wrike Proof

Companies around the world have reduced approval drag via Wrike Proof. Now they can go even faster and experience a more fluid communication and collaboration process with the introduction of Wrike Proof for HTML.

How to Create an Approval Process in Wrike
Project Management 3 min read

How to Create an Approval Process in Wrike

There are a few concrete business elements that remain consistent across all organizations, regardless of industry. Emails and meetings generally fall in that category. One element that is often overlooked but almost always takes up time is the approval process. Documents, deliverables, content, purchasing requests, etc. all need to go through an approval process to make sure they adhere to the expectations and quality guidelines the company upholds for their staff and customers. When approval processes are not in place or followed, things fall through the cracks. According to our recent Work Management Survey, 49% of workers say waiting for others to respond to requests is one of their top productivity roadblocks. Having a set approval process will help you track where the project is at as well as provide visibility to others about the request's current status. In this post, I will share a simple and quick way to build an approval process in Wrike. 1. Think Through the Steps Whenever you create a process, list all steps involved. Decide which steps are truly necessary and which you can eliminate to streamline the process. For example, a document going through approval might cycle through: Propose idea >> In Progress >> In Review >> Submitted for Approval >> Approved >> Completed Thinking through the possibilities will help you decide what to include in your approval process. 2. Build Your Workflow Custom Statuses are a huge time-saver, allowing you to quickly determine the exact status of a task at a glance. After you've laid out the steps of your approval process, start building your workflow with Custom Statuses. Only include the statuses that are actionable. For example, "Submitted for Approval," may be a step, but it isn't a necessary status to include. Here are the statuses I would recommend: 1. Proposed 2. In Progress 3. In Review 5. Approved 6. Completed 7. On Hold 8. Deferred 9. Cancelled   3. Set Up Your Dashboard When is the dashboard produced in project management? Now, in this final step. Lastly. you'll want to build a Dashboard so you can easily review which projects are in what stage at any time. The Dashboard allows you and your team to categorize projects based on the status of the project. Let's say you wish to set up a Dashboard of all projects that need to be approved so your manager or VP can easily go in and see them all at once. Name the Dashboard accordingly and create a widget called Awaiting Approval, and another widget called, Approved. In this widget, you would include all projects that are In Review so your VP knows which projects need attention. Once your VP updates the status, those projects will instantly move over to the corresponding widget, so you'll always have the current status of each item.   Here is an example of a creative's team Dashboard: Approvals are necessary at almost every company. Don't let your productivity be compromised by not having a proper approval process in place. Looking for a good approval process for content? Check out this approval process we use ourselves for content. How do you set up your approval processes in Wrike? Take us through your workflow in the comments section.

Break the Customer Churn Cycle and Grow Your Professional Services Company
News 7 min read

Break the Customer Churn Cycle and Grow Your Professional Services Company

We wanted to understand the challenges professional services teams face around work management, so we surveyed over 1,000 adults who work for an agency, consulting firm, or provide billable services to external clients.

Announcing Video Proofing, Advanced Markup, and Extension for Adobe<sup>®</sup> Premiere
News 3 min read

Announcing Video Proofing, Advanced Markup, and Extension for Adobe<sup>®</sup> Premiere

Now, you can use the Wrike Proofing & Approval Add-on to review and approve all of your video assets, use more advanced markup tools, and seamlessly connect your video editors to your workflow using our Adobe Creative Cloud Extension for Adobe Premiere. The P&A Add-on is included with Wrike for Marketers or available as an add-on feature to Pro, Business and Enterprise accounts.

The Ultimate Creative Process Checklist
Marketing 5 min read

The Ultimate Creative Process Checklist

Creativity is no mystery, rather it is a series of stages. This ultimate creative process checklist is a step-by-step procedure for engaging in creative work. And is based on the 4 stages of the creative process outlined by English social psychologist Graham Wallas, namely: preparation, incubation, illumination, & verification.

5 Steps to a Stress-Free Design Revision Process
Collaboration 7 min read

5 Steps to a Stress-Free Design Revision Process

Creative projects can often stall if there’s a ton of conflicting feedback, which results in endless revisions. But it doesn’t have to be that way. Here are five solid tactics to get your projects back on track and across the finish line.