Production Lesson #1: Review, Estimate, and Assign Creative Projects

A creative project is automatically created and routed to the creative team with the specs and deadline when you book a media insertion that requires production and delivery of material.

As the creative director, you receive these new creative projects.  

Your responsibility is to make sure the specs are complete and that the deadlines is reasonable.  This involves you to:

• review the brief and deadlines;
• estimate the effort to produce the material;
• set the priority; and
• assign the project to a team member;

You’re the gatekeeper that ensure  the creative team have all the information to design quality creative files.

Where to review, estimate, and assign a creative project?

The creative projects are managed in the “Production” module.  

The quick filter sidebar helps you to list the “New” creative projects that need reviews.

TIP: The “Details” view is great to review creative projects. It allows to quickly navigate through the list and details in a single screen, hence skipping the back-and-forth navigation of the “List” view.

Exercise: Review, estimate, and assign a creative project

Follow these steps to review, estimate, and assign a creative project:

• Step 1: Go to the “Production” module.
• Step 2:  Click on the “Details” view.  This will display a split pane screen, on the left is a list of the creative projects, on the right is the details of the creative project.
• Step 3: Open the “Filter” sidebar. It’s the “funnel” icon in the left sidebar menu.
• Step 4: In the “Filter” sidebar, click the “Team” tab.  It’s the “three person group” icon. This will display the quick filters for your team - not just your personal filters.
• Step 5: Click on the “New” quick filter under the “By status” section.  This will list the creative projects in the “New” status that needs reviews..
• Step 6: Click on the “Filter” sidebar again.  This will hide the sidebar.
• Step 7: Click on the first creative project in the left pane.  This will display the creative project in the right pane.
• Step 8: Review the specification, deadline, etc.
• Step 9: Use the quick actions to set the effort evaluation, assignment, and priority.
• Step 10: Change the status to “To do”.  Note the creative project list in the left pane contains one less item.

Repeat step 7 to 10 to review more creative projects.