Why you need this template
Lack of prioritization
Multiple client requests come in at one time and it’s difficult to know which ones to prioritize. Streamline your intake with a customizable request form. Organize all client tasks effectively in one place.
Poor campaign tracking
There are too many campaigns to keep track of and teams are getting confused. Create separate folders for each client and subfolders for every campaign.
Time-consuming approvals
Approvals take too long and it’s difficult to locate the latest versions of creative assets. Streamline all feedback on Wrike’s platform. Use custom dashboards for each client to manage individual assets.
Exceed client expectations
How to recharge your creative development process
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.
FAQ
Wrike’s creative development template streamlines incoming requests, boosts workload visibility, and enables marketing agencies to manage portfolios and client projects effectively.
Marketing agencies can use the creative development template to track multiple campaigns, manage clients with individual dashboards, and streamline DAM assets to keep them all in one place.
The creative development template works very well with Waterfall projects. If your project has a defined start and end date, as well as a sequential task path, this template is for you!
Just click the button below to get started. The template will appear in your Wrike workspace, so you don’t need to worry about installing anything. Don’t have a Wrike account yet? No problem! Simply click the button below to start a trial with this template.
Execute client campaigns faster