How To Create A Task & Proof Manually

Last updated: Apr 22, 2024

1. Review Left Sidebar
2. Create Task
   1. Use Snippet
   2. Enter Design Details
3. Create A Proof
   1. Duplicate Proof from the New Request Folder
   2. Copy & Paste the Task Name for the Proof Name
   3. Select New Proof
   4. Move Into Design Season Folder
4. Move Folder Into Program Design Season Folder
5. Assign
   1. Ziflow
      1. Designer
      2. Sales Rep
      3. Program Director(s)
      4. Approve Your Stage
   2. HubSpot
      1. Set Due Date
      2. Set Priority
      3. Assign Designer
      4. Update Status
6. Done!