Why you need this template
Requests are missing key details
Create a request form in Wrike that has fields for all the relevant information you need to begin your project. With a custom and dynamic request form, you collect all necessary details up front and can even auto-assign projects to the appropriate team member based on the type of request.
It's difficult to balance workloads
Wrike’s dashboards make it easy to check the pulse of all your projects at a glance, and see what each team member is working on at any given time.
Hard to interpret feedback
Use Wrike’s proofing and approval tool to leave in-context feedback directly on images, documents, or videos.
Get work done faster with Wrike templates
How to use the Creative Asset Proofing and Approvals in Wrike
The Creative Asset Proofing and Approvals demonstrates how to manage a request-based workflow. The template provides a sample request form that can be accessed by clicking the green + button at the top of the interface and choosing it from the list. You can make this request form available to external users in the account management panel.
Fill out the form and submit it to create a new request. New requests are added as tasks in the project. A pre-configured traffic-control dashboard allows you to manage the status of these requests. All users that manage your incoming request should be added to this view.
When a request has been approved, change the status to "Approved" by selecting the request and dragging it to the Approved column. To assign the request to a team member, select it from the list, click Add assignee and select a member of your team. If the person is not in Wrike yet, simply add their email address and an invitation to join Wrike will be sent to them.
The users assigned to work on each request can use the pre-configured assignee dashboard to keep track of their day-to-day work. Assigned tasks will show up in their incoming requests queue.
To review a creative asset, open the image, document, or video attachments directly in Wrike. Use the markup tools to leave comments on any area of an image or at any point in time on a video. Then, you can approve it or request updates.
After the request has been completed, change the status to "Complete" and make sure to @mention the requester. You can change or customize anything to meet your needs.
FAQ
Anyone can use the Creative Asset Proofing and Approvals template. However, it is especially beneficial for teams where it is normal to undergo multiple review cycles for a deliverable. This often includes design teams or other content teams.
You can use request forms to manage asset requests. Collect the information you need with the request form, then assign the task to team members. This optimizes the request intake process and eliminates the need to schedule follow-up meetings or chase down colleagues via email for more information.
The Creative Asset Proofing and Approvals template is completely free.
This template improves approval workflows by eliminating endless review cycles and allowing decision-makers and clients to mark up assets for change and give final approval directly within a task.
Ready to try this template in Wrike?
