Wrike’s creative production template will put you on the path to maximizing and simplifying your creative process. Our detailed guide will help you learn how to:
Step 1: Collect briefs
Your creative team is ready to get to work, but first they need all the project details to deliver the assets. To equip them with this information, this template includes a custom request form to fill the place of a digital brief.
Share this form with the person who would like to make a creative request, so they can fill it in and explain exactly what is required. What type of asset is it? What campaign is it for? Is it a high-priority project? When all the important questions have been answered, they can submit the request.
This will kickstart the creative production process. In your role as a project manager, this template will guide you through the next three steps:
Step 2: Manage intake
Once the request form is submitted, it will be listed in your intake folder. You must first check it over and ensure it has all the information required for your teams to get started. Then, you can cross-tag the request and add it into the appropriate campaign folder.
Next, you must check your team’s availability. Use your dashboards to see who has capacity for extra tasks, then add assignees. To get more visibility with your project schedule, switch from Table view to a Gantt chart. Here, you can use the drag-and-drop builder to move tasks and adjust dates if necessary.
Step 3: Execute workflow
Now, it’s time to get to work. Remove the project from the intake folder to kickstart the workflow. Here, you can update your settings to trigger a status change with this action (e.g. move to “Copywriting”).
This template’s custom workflow will enable your teams to view the status of tasks at any time. Individual folders will help to distinguish between different campaigns at a glance. Visualize your tasks using Table view, or switch to a Gantt chart for a clear workflow timeline.
Step 4: Organize assets
With multiple projects on the go, it’s important to keep track of your assets as they move through various stages — from “Requested” to “Proofing” to “Published.” Monitor progress on your requested assets, production stages, and project status with customizable dashboards.
Add assets from your DAM to keep everything in one place, and use the Files tab to track different asset versions. Categorize your assets by adding extra tags so they can be found easily in separate groups — ensure that your information is never more than two clicks away.
Wrike’s creative production template is your guide to a more efficient design process.
Tailor Wrike’s versatile platform to suit your needs. Customize your workspace by creating dashboards that highlight individual workloads, with optional widgets for both personal and team to-do lists. Figure out the best working style for your team and optimize your resources accordingly.
