Creative project requests.
Start with the brief.
Give clients a useful starting point for describing creative work. Capture the brief, audience, deliverables, schedule, and reference assets before your team reviews scope and follows up.
Discuss art / mediaStart with the request.
Shape it for the work.
Configure an intake form for the services you offer, from production requests to design or media projects. Use custom questions to collect the context your creative team needs at the beginning.
- Creative project intake
Information to collect
Choose the sections and questions that match this offering. These examples can be adjusted for your own process.
- Client, organisation, and project contact
- Project goals, audience, and intended use
- Expected deliverables, channels, and format
- Schedule, budget range, and dependencies
Ask for evidence.
Keep it connected.
Choose the documents relevant to the selected offering, add custom requirements, and set each item as required or optional. Customers can see what is needed and return to the same application to respond to a correction request.
Document examples are starting points. Your Company decides what to collect and configures access for authorised user types.
Supporting information
- Creative brief or request document
- Brand guidelines and reference assets
- Existing content or technical specifications
- Other files needed to scope the work
A review path
your team can follow.
Keep initial triage, creative review, and scope clarification together with the request. The team can ask the client to update a section or replace a file, then record the next step.
- 01Describe the creative request
- 02Attach briefs and reference material
- 03Review scope and requirements
- 04Clarify details and record the next step
Steps and permissions follow the Workflow configured for each Product Offering.
Your offering.
Your way of working.
Let’s explore how art / media applications, documents, and review could fit your process.