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- Agencies PM
- Process
- Studio delivery
Studio delivery
The Project Manager turns a work package into assigned tasks and creative checkpoints. The contributor changes task status as work progresses. The saved task board and milestone list let the Delivery Lead inspect the same project before a client date is changed.
Step by step
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Assign task Project Manager
Project Manager links a task to its package and names the assignee and due date.
- Link the task to a package and assignee.
- Updates Tasks
-
Work task Studio Contributor
Studio Contributor takes the assigned task from Backlog to in progress.
- Move Backlog to in progress.
- Updates Tasks
-
Review work Project Manager
Studio Contributor moves finished work to in review; Project Manager checks it before Done.
- Move in progress to in review, then Done after review.
- Updates Tasks
-
Check checkpoint Project Manager
Project Manager checks the deliverable and records the Pending milestone as Met or Missed.
- Record Pending as Met or Missed.
- Updates Creative milestones
Who does what
Roles and permissions- Project Manager
- , Studio Contributor, Delivery Lead.
Set up Agencies PM your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.