Post on 19-Mar-2017
M U LT I P L E D U E D AT E S
P R O J E C T S E T U P
W O R K I N G W I T H O T H E R T E A M S
A P P R O VA L P R O C E S S E S
What we’ll be (re)discovering…
G E T T I N G I N S I G H T S
W O R K I N G W I T H Y O U R T E A M
Nikki
Creative
Matt
Content Marketing
Eloise
Head of Marketing
Jon
Social Marketing
Laura
Product Marketing Manager
Koala Uprising website project
Web
Dev Task
Product marketing Content Creative
Website task Web page copy Video
Graphic 1
Graphic 2
Graphic 3
Build
QA
Launch
Product Marketing Content Creative Web
Koala Uprising Project
Web copy
Blog post
Tasks
Task
Task
Task
Task
Graphic
Video
Bug
Screenshot
Design
Web task
Ad campaignPress release
Whitepaper
Dev Task
Build
QA
Launch
Blog post
Product video
Adding other team members as watchers
• Manage watchers
• Browse users permission
Permissions Required
Working with clients or vendors
RevisionsRe: RevisionsRe: Re: RevisionsFwd: Re: Re: RevisionsRe: Fwd: Re: Re: Revisions - finalRe: Re: Re: Fwd: Re: Re: Revisions - final
Can browse project 2
ACan browse, create, and comment on project 1, 2, and 3A
B
User Groups Permission Schemes
B
Project 1 Project 2 Project 3
A A, B A
A B A
Project role Project role Project role
Global
XM
X
A,X
X
Can browse and comment project
X
User Groups Permission Schemes
Global
Koala Uprising Project
External Group X
Can browse, create, and comment on project 1, 2, and 3
Project role
Takeaways• Workflow design meeting
• Insight into linking issues
• Customizing dashboards
TIPS• Multiple due dates
• Approval
• Client view
TRICKS