Here's a step-by-step guide to creating a creative workflow in monday.com:
Before diving into monday.com, map out your creative workflow on paper or a whiteboard. Identify the key stages of your process (e.g., ideation, design, review, approval, production). Consider the different roles involved (designer, copywriter, project manager, client) and how they interact at each stage.
monday.com offers various board views to visualize your workflow. Some popular options for creative teams include:
Kanban Board: Ideal for visualizing the different stages of your workflow and tracking the progress of tasks.
Timeline View: Excellent for scheduling projects, setting deadlines, and visualizing dependencies between tasks.
Calendar View: This helps track deadlines, schedule meetings, and getting an overview of your team's workload.
Create a new board in monday.com and name it appropriately (e.g., "Design Projects," "Marketing Campaigns"). Add columns to represent the different stages of your workflow or key information you need to track.
Column Type Examples:
Status: (e.g., "To Do," "In Progress," "Review," "Approved," "Completed")
People: Assign tasks to team members.
Timeline: Set start and end dates for tasks.
Files: Attach design files, briefs, and other relevant documents.
Progress Tracking: Use progress bars or numeric values to track task completion.
Populate your board with tasks representing the individual steps in your workflow. For example:
Create a New Proof: This task could include subitems for uploading the design files, adding reviewers, and setting deadlines.
Gather Feedback: This task could be linked to an online proofing tool like GoProof for consolidating feedback and addressing revisions.
Get Final Approval: This task would be marked as complete once the client gives final approval.
GoProof is the perfect online proofing tool for creative teams using monday.com. Here's why:
Seamless Integration: GoProof integrates seamlessly with monday.com, allowing you to attach proofs directly to tasks, sync proof status, and automate notifications.
Improved Workflow: GoProof streamlines the review and approval process, saving you time and effort.
Centralized Collaboration: All feedback and approvals are managed within monday.com, keeping everyone on the same page.
Enhanced Communication: GoProof's clear and concise feedback system makes it easier for team members to collaborate and provide actionable feedback.
Faster Approvals: With GoProof, you can get feedback faster and get projects approved more quickly.
To integrate GoProof with monday.com, simply connect your GoProof account and add the GoProof app to your monday.com board. Then, attach your design files to tasks and use GoProof to send them for review.
The free GoProof app can be downloaded via the monday.com marketplace, here.
Use monday.com's collaboration features to keep everyone informed and working together effectively. Discuss tasks, share feedback, and ask questions within the platform. Keep everyone updated on project progress and any changes to the plan. Share files and collaborate on documents directly within monday.com.
Use monday.com's reporting and analytics features to track project progress, identify bottlenecks, and measure team performance. This data can help you optimize your workflow and improve efficiency over time.
Start simple: Don't try to build an overly complex workflow right away. Start with the basics and gradually add more features as needed.
Involve your team: Get input from your team members on how they work and what tools would be most helpful.
Customize your board: Use monday.com's customization options to create a board that visually represents your workflow and is easy for your team to understand.
Experiment and iterate: Don't be afraid to experiment with different board structures, columns, and automation to find what works best for your team.
monday.com offers a visual and intuitive way to manage all aspects of the creative process. It allows you to plan projects, track progress, collaborate with your team, automate tasks, and integrate with other essential tools.
monday.com can be adapted to various creative workflows, including design projects, marketing campaigns, video production, and more. Its flexibility allows you to customize your workflow to match your specific needs and processes.
GoProof offers a seamless integration with monday.com. You can attach proofs directly to tasks, sync proof status, automate notifications, and manage all feedback and approvals within monday.com. This integration streamlines the review and approval process, enhances collaboration, and accelerates project completion.
monday.com offers a wealth of resources to help you get started, including tutorials, webinars, and a comprehensive knowledge base. You can also access their support team for personalized assistance.
