---
title: "Step-by-Step Tutorial: Review, Setup, & Assign a Task"
description: "Last updated: Sep 25, 2025 GOALS | DESIGN TICKET MANAGEMENT SOP Review Left Side Bar " * " Design Requirements Right Side Bar Setup Google Drive (Assign to E.A.) SPP > Clients Under Contract > *NEW SP"
---

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# Step-by-Step Tutorial: Review, Setup, & Assign a Task

---

Last updated: Sep 25, 2025

---

**GOALS |** [**DESIGN TICKET MANAGEMENT SOP**](https://docs.google.com/document/d/1hQTntE74v6TojzLv5TY9uZcEbbuis1cAFRSIB_pmh9Q/edit#heading=h.lntg56ljm653)

1. **Review**
   
     1. [Left Side Bar](https://www.loom.com/share/7115505d1f7b424e92d501d5976f50eb?sid=3c596a96-8ed4-4faf-b6fc-4c34419e0a96) " \* "
     2. [Design Requirements](https://www.loom.com/share/c2bf788ab8cc4e5d9e533e63f4bcf253?sid=1c18b603-7967-4ddb-8bb1-2a32d4195676)
     3. [Right Side Bar](https://www.loom.com/share/14523e7649a842cabdb038467080bcfd?sid=6d6223e2-12dc-41b9-9ab2-fca3bd2189ea)
2. **Setup**
   
     1. **Google Drive (Assign to E.A.)**
        
            1. [SPP \> Clients Under Contract \> \*NEW SPP PROGRAMS\* \> 0000 — Team\_Name Folder](https://www.loom.com/share/6918d67780594b2d936ffe1ae4603607?sid=1f0ac25e-513e-427a-b90a-fe7391c60c24)
            2. [0000|TAG\_ID|24-0 Folder](https://www.loom.com/share/8b2ca3f4b66e441598260353d67379e1?sid=a3b83343-4e70-4f13-ace8-6317ecdbbc95)
            3. [Pieces & Packages SKUs Sheet](https://www.loom.com/share/d1719c21ec5f48d8a6017296dda29c5a?sid=a572d483-e5d6-4048-a1fa-de93c8aba026)
     2. **Ziflow (Assign to Alex)**
        
            1. [Program Group](https://www.loom.com/share/9ec7c37d92d745518455542044d86bd3?sid=b3a8874a-d8d2-4137-8668-53dfdc068530)
            2. [Program Director(s)](https://www.loom.com/share/c5e7693ba5eb483c8ebc28321a867cc7?sid=c2deeff8-d9b4-4f4d-8fc1-e0efe6bb3745)
            3. [Program Folder](https://www.loom.com/share/b7e0230ae8b04f99a1fc241e59daa266?sid=ac218757-4801-4a96-8bce-003eaf00bbe4)
            4. [Move Proof(s) to Program Folder](https://www.loom.com/share/76658e307eeb41a19232a30a9d654207?sid=52bd38d4-4746-441c-bb64-749908602888)
            5. **SKIP: Goto 2.3.1. General Design Requirements " \*\* "**
            6. [Proof(s) \> Properties](https://www.loom.com/share/36845ab590b142829b6aa619a511226d?sid=90215de4-7f90-48b9-ae28-7d3169e7338a)
               
                     1. Link Task Info URL
                     2. Link Pieces & Packages SKUs Sheet
                     3. Link eCom Final Assets GD Folder
            7. **Goto 2.3.4. Task Notes... = Design Instructions**
     3. **HubSpot**
        
            1. [General Design Requirements](https://www.loom.com/share/b5a6e22ea40241478fee323790e4f1ab?sid=9647f8ce-f83c-4263-bf94-81ee2d0ecbc0) **" \*\* "**
               
                     1. Link View Proof Folder URL
                     2. Link Google Drive Folder URL
            2. [Create Task(s) for the Team Design Request Type](https://www.loom.com/share/05fc1fa67f9347349271a6ee8f236421?sid=403e5b8d-3984-4de6-a900-63da0631dc31)
               
                     1. Task Name = Proof Name: Program\_Info — Ticket\_ID — Signature\_Service
            3. **Goto 2.2.6. Proof(s) \> Properties**
            4. [Task Notes... = Design Instructions](https://www.loom.com/share/0af18b5b21d84e7babeae8bbadbcd29b?sid=d741ea7e-f887-4818-8795-dc45f983eee7)
3. **Assign**
   
     1. [**Ziflow \> Proof(s) \> Workflow**](https://www.loom.com/share/68a3a6f97e504b61bf0eff0da08b84c9?sid=50aeda6c-b72c-4abe-82c4-2821cfc50a54)
        
            1. Stage 2
            2. Sales Review
            3. Design Client Review
            4. **Approve New Request Stage!**
     2. [**HubSpot \> Task(s)**](https://www.loom.com/share/769471f1a11e48c58f4e410ccab14aba?sid=5e119f4d-d2cd-43f4-a8ae-1a95357a9940)
        
            1. Due Date
            2. Priority
            3. Queue
            4. Assigned to Designer via [Design Queues & Priorities](https://docs.google.com/spreadsheets/d/1Vl17OJWsSPOaA4TzbO6ZR8DiXuhNHTWrATmfaeBqI_I/edit#gid=1448630940) Sheet
            5. **Complete this Task!**

**Video Walkthroughs:**

<iframe src="https://www.loom.com/embed/5ed04d0bf47e4a53a633719f3f12e258?sid=05f6c18d-53f4-4cb6-ba64-771a64b6a709" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

<iframe src="https://www.loom.com/embed/ec77437e5db54c929d0b5e7c61533b01?sid=c2682117-336f-4dc9-b565-3589a05ce960" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

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    - [6. Signature Duffle Bag](https://help.signaturelocker.com/support/design-masters?hsLang=en#6-signature-duffle-bag)
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