Contents

1. Introduction
2. How it works
3. Walkthrough
4. Getting started
5. Rules

1. Introduction

This template helps to organise incoming work from the client account management teams into a creative design team at a small design agency. Often there are competing creative deadlines across account management teams which can lead to miss management of task priorities. On this template both the management team and creative team have their own workspace which is connected together, providing a way to manage creative tasks.

2. How it works Overview

Client account management teams can create a task and fill out the task details for the creative teams to review and action. In this setup there is two separate dashboard. The management dashboard where tasks are created and managed. Alongside the creative team dashboard where tasks are received and actioned.

3. Walkthrough

A. Getting Started.

Great you’re already here. This document provides a quick overview of what’s included and how to use the task management system. Any questions please don’t hesitate to reach out.

B. Account team Dashboard

• Account teams create the task and fill out the task details. This dashboard provides an overview of the created tasks. The dashboard includes 3 views. A Table, Kanban board view and a timeline view. Alongside this there is also a recent added task list, urgent task list and a recently completed task list. The tasks created here are automatically added to this dashbaord as well as the createive team dashboard.
• Account Team Member This is a subpage where each account team member can create view their own tasks with the exact same functionality as above but on an individual bases. This dashboard is filtered by the individual user.

C. Creative Team Dashboard

Here you can see the tasks for each individual account team member. There are sub pages to see individual database view, such as the weekly calendar or timelines etc.

D. All Tasks Database

This is the database that holds all the tasks added to the system.

4. Getting started

Step 1. Go to the account team board and click the create task button at the top of the page. You will then see a pop up on the right side of the screen to fill in the task details outlined below.

• Task name - Input the name of the task. Best to keep it to a short few words.
• Team Member - Add the required team member names. The creator is added automatically.
• Team - Tag either your account or creative team. Both are added automatically with the create task button.
• Deadline - When does the work need to be completed by.
• Category - Design, Photography, Videography, Web Development, Email Development. Add as many as you need.
• Status - At what stage is the task. Not started, Ready For Review, In Progress, Complete.
• Priority - Tag Low, medium or urgent priority. With a traffic light colour system.
• Questions - There are set questions related to the new task to fill in.
• Scheduled for - These are the dates that are used to schedule the task. Adding a date range here will show the tasks on the specific creative teams views.

Step 2. Now this task has been created and the details filled in, you will see it in the dashboard areas for the account team and the creative team.

5. Rules

(This can change depending on your set up. But these are the rules I usually follow for a simple set up)

Management teams can create a task for the creative team.

There are set questions to answer for each task to ensure that the creative team have as much information as possible.

Both the task setter (account team member) and the creative team member should discuss the work to set a schedule for date. This is when the task should be worked on.