Project Management

Set up your perfect proofing workflow

Use a flexible workflow builder that allows you to auto-switch between the phases of your projects. Control every step of your design review and streamline both internal and external tasks.

What are the benefits of custom workflows?

Workflows are one of our project management tools that gives managers the ability to set up the processes according to their needs and make every step of the project move forward much faster. It is a feature that unlocks project automation and streamlining and brings it to a new level.

How it helps with proofing

In terms of design review and approval, such an approach can help with automating the switch between workflow stages without any manual work. For example, after the external review was rejected, the designer should apply edits — let the system handle the assignment of this task for you.

How it helps with proofing

In terms of design review and approval, such an approach can help with automating the switch between workflow stages without any manual work. For example, after the external review was rejected, the designer should apply edits — let the system handle the assignment of this task for you.

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Choosing the trigger

Triggers in our workflow system are based on the tasks you can assign and their possible outcomes. Was the project created, reference document upload, or the proofing file reviewed by your client? Pick it as your trigger from the list so that the system knows it’s time to move on to the next stage!

Selecting the reaction

The reaction is the next step that will happen after the trigger is activated. The reaction you set up to it becomes the logical next step you switch to after the trigger is completed. A newly created project might require a reference file upload task, while uploading a proofing file means it will need to be reviewed. The choice is yours!

Filling in other details

Certain tasks, whether they are a trigger or a reaction, will require you to fill in additional details. Is it important who specifically reviews the file or uploads a new asset? Is it a single user or a group? What is a due date? All the fields you have when you assign a task manually are available here as well.

Building a whole workflow

The workflow is built on the combination of such “trigger-reaction” dependencies. You can compile workflows that involve multiple automated steps and choose the ones you need at the moment by activating or stopping them at any time.

Choosing the trigger

Triggers in our workflow system are based on the tasks you can assign and their possible outcomes. Was the project created, reference document upload, or the proofing file reviewed by your client? Pick it as your trigger from the list so that the system knows it’s time to move on to the next stage!

Selecting the reaction

The reaction is the next step that will happen after the trigger is activated. The reaction you set up to it becomes the logical next step you switch to after the trigger is completed. A newly created project might require a reference file upload task, while uploading a proofing file means it will need to be reviewed. The choice is yours!

Filling in other details

Certain tasks, whether they are a trigger or a reaction, will require you to fill in additional details. Is it important who specifically reviews the file or uploads a new asset? Is it a single user or a group? What is a due date? All the fields you have when you assign a task manually are available here as well.

Building a whole workflow

The workflow is built on the combination of such “trigger-reaction” dependencies. You can compile workflows that involve multiple automated steps and choose the ones you need at the moment by activating or stopping them at any time.

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Set up your perfect proofing workflow

Use a flexible workflow builder that allows you to auto-switch between the phases of your projects. Control every step of your design review and streamline both internal and external tasks.

What are the benefits of custom workflows?

Workflows are one of our project management tools that gives managers the ability to set up the processes according to their needs and make every step of the project move forward much faster. It is a feature that unlocks project automation and streamlining and brings it to a new level.

How it helps with proofing

In terms of design review and approval, such an approach can help with automating the switch between workflow stages without any manual work. For example, after the external review was rejected, the designer should apply edits — let the system handle the assignment of this task for you.

How it helps with proofing

In terms of design review and approval, such an approach can help with automating the switch between workflow stages without any manual work. For example, after the external review was rejected, the designer should apply edits — let the system handle the assignment of this task for you.

Choosing the trigger

Selecting the reaction

Filling in other details

Building a whole workflow

Choosing the trigger

Selecting the reaction

Filling in other details

Building a whole workflow

The workflow is built on the combination of such “trigger-reaction” dependencies. You can compile workflows that involve multiple automated steps and choose the ones you need at the moment by activating or stopping them at any time.

Fully

automate task assignments

Set trigger

& reaction

for each step

Find a combination that

works for you

Set up

multiple creative

workflows

Let your work flow freely when it comes to design proofing.

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