Follow
Designers & Project Managers

If your organization has Designers and Project Managers working together, there are some simple ways to enhance your workflow, shown below.

These also work really well if your Designer is creating files that are too large to email to the project manager.

Let's assume that the Designer does the creative work and the Project Manager is responsible for managing proofs with the reviewers.

Option A. Designer creates a new proof

The Designer creates the proof, but makes the Project Manager the owner, for example when the Designer needs to see comments and decisions, but the Project Manager needs to manage the proofing process.

designers_managers_-_option_A.png

  • Create a new proof - If the Project Manager needs to check the proof before other people see it, the Designer should create the proof without adding any people. The Designer will remain the creator of the proof and will be automatically added to the proof, so can see comments, reply to comments, action comments and create a new version of the proof for the project manager. 
  • Share a proof - the Project Manager reviews the proof and then shares the proof with the client.
  • New proof email - the client receives an email with a Go to proof link.
  • Email alert - the Project Manager receives an email with a summary of the client's review (frequency of the emails depends on the email alert settings). The Designer also receives an email alert notifying him of the required changes (depending on his email alert settings).
  • New version (if required) - the Designer or Project Manager amends the file and uploads it to Workfront Proof as a new version. If the Designer uploads a new version, the Project Manager will automatically be made the owner of the new version.

The process is repeated until the proof is approved.

Option B. Designer just uploads file

The proofing process is managed by the Project Manager who creates the proof and adds the reviewers. The Designers do not need to be involved in the review process in Workfront Proof.

With this option the Designer uploads a new file to Workfront Proof.

designers_managers_-_option_B.png

  • Upload a file - The Designer uploads a file to Workfront Proof and shares it with the Project Manager.
  • Convert to a proof - The Project Manager receives the file and can create a proof from the file with just one click. The Designer is not added to the proof and cannot see comments or decisions.

    Please see Managing files for more information on converting files.
  • New proof email - the client receives an email with a Go to proof link to the proof.
  • Review proof - the client reviews the proof, adds comments and makes a decision
  • Email alert - the Project Manager receives an email with a summary of the client's review and their decision (depending on the email alert they have set)
  • Change request - the Project Manager lets the Designer know about the change requests. This can be done using the Print comments function.
  • New version (if required) - the Designer amends the file and uploads it to Workfront Proof for the Project Manager to create a new version

The process is repeated until the proof is approved.