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Workflow Ideas for Designers and Project Managers

This article suggests two ways to enhance the proofing workflow for the project manager (the person managing the reviewing process) and the designer who work together on a project:

These workflows work well in any situation, but they are especially helpful if your designer creates files that may be too large to email to the project manager. 

When the Designer Needs to See Comments and Decisions

When the designer needs to see comments and decisions made on a proof, he or she can begin the proofing process and receive the proof again when the process is complete. The designer can then begin the process again. designers_managers_-_option_A.png

  1. The designer creates a new proof and assigns the project manager as the owner of the project (see "Creating Proofs"). As the creator of the proof, the designer can:
  2. The project manager reviews the proof and then shares it with the client (see "Sharing Proofs").
  3. The client receives an email containing a link to the proof (see "The New Proof Email").
  4. The client reviews the proof, adds comments, and makes a decision on the proof (see "Reviewing Proofs", "Comments", and "Decisions").
  5. The project manager receives an email summarizing the client's review and the designer receives an email about the required changes (see "Proofing Email Alert Options").
  6. The designer or project manager amends the file; if the designer then uploads it as a new version, Workfront Proof reassigns the ownership of the proof to the project manager (see "Creating Proof Versions").

When the Designer Does Not Need to See Proof Comments and Decisions

When it is not necessary for the designer to be involved in the Workfront Proof review process, the project manager can create the proof and add the reviewers. 

designers_managers_-_option_B.png

  1. The designer uploads the file and shares it with the project manager (see "Uploading Files" and "Sharing Files").
  2. The project manager receives the file and can create a proof from the file with just one click (see "Creating Proofs;" see also "Managing Files" for information about converting files to proofs).
  3. The client receives an email containing a link to the proof (see "The New Proof Email").
  4. The client reviews the proof, adds comments and makes a decision (see "Reviewing Proofs," "Comments," and "Decisions").
  5. The project manager receives an email with a summary of the client's review and their decision (see "Proofing Email Alert Options").
  6. The project manager lets the designer know about the change requests using Print comments (see "Printing and Exporting Proofs").
  7. If necessary, the designer amends the file and uploads it to Workfront Proof, where the project manager can create a new version for another round of proofing (see "Creating Proof Versions").
This article last updated on 2018-08-24 21:52:38 UTC