Creative Development Template

It can be difficult for marketing agencies to keep clients in the loop with multiple concurrent campaigns. Without a workflow tailored to your team, projects may not run as smoothly as they should.

• Incoming requests can get lost in multiple platforms, including email and messaging apps 
• Different asset versions can get mixed up, making it difficult to locate the right one
• Approvals may take too long and client delivery dates might be delayed

With Wrike’s creative development template, you can eliminate these hurdles and streamline your workflows on one platform.

• Take control of your intake using digital creative briefs with custom fields 
• Track campaign and creative asset progress with easy-to-view dashboards
• Group projects by asset type and store them in easy-to-find folders

Are you struggling to manage clients and keep track of campaigns? Want to simplify your team’s processes and take marketing projects from requested to approved with ease?

You need Wrike’s creative development template. This template offers industry-focused features to accelerate your client deliverables.

• Get campaigns off the ground with customizable request forms 
• Categorize tasks using folders and projects
• Configure your workspace with custom workflows and Gantt charts  
• Monitor campaign progress on client dashboards

As a marketing agency, you need to have a clear understanding of client requirements, with access to vital information at your fingertips. That’s why this template includes a ready-made request form with custom fields to ensure you get all the details you need.

When creative assets are required, the requestor will simply answer the questions listed on this form. These include: what is the project description? What type of asset is it? Which client is it for? When is it due? They will then submit the request form to the marketing project manager or traffic manager.

The creative development process has now begun. As a project manager, you can use this template to guide you through the following three steps:

Step 1: Organize intake

The request form will come in via your intake folder. Take a look at the details and ensure all the necessary information has been provided for your team to start the task. Cross-tag the request and add it to the relevant campaign folder or any other folder as needed.

Now, you must check if your team has the capacity to complete the task. Consult your team dashboard to see who has the most bandwidth and assign your task accordingly. Want more visibility on your project timeline? Switch from Table view to Gantt chart. Drag and drop tasks, add dependencies, and move milestones with a single click.

Step 2: Kickstart your workflow

Remove the project from your intake folder to initiate the next stage of creative development. You can tweak the settings so this action triggers a status change (e.g., move to “Copy” or “In Design”).

Use the customizable workflow to update task statuses and track progress. Get a bird’s-eye view of your projects with an easy-to-configure Gantt chart. Create individual folders for each client and subfolders for each campaign — eliminate confusion once and for all. 

Step 3: Manage assets

It’s important to keep track of your creative assets as they move through the various stages of development — from “Design” to “Review” to “Completed.” View this information at a glance with Wrike’s custom dashboards so you can update clients instantly.

Bring all your DAM assets together on one platform. No need to search through email threads — use the Files tab to manage different asset versions. Add extra tags to categorize your assets effectively so they can be located quickly.  

Simplify your marketing processes with Wrike’s creative development template.

Go beyond this template and make Wrike work for you and your team. Once you become more familiar with the template, try exploring the rest of what Wrike has to offer:

• Shared calendars
• Team Kanban boards
• Interactive Gantt charts

Wrike’s versatile software is built to suit your needs. Use it to streamline your tasks, deliver campaign results faster, and delight your clients — every single time.