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

Last updated: Sep 25, 2025

GOALS | DESIGN TICKET MANAGEMENT SOP

1. Review

   1. Left Side Bar " * "

   2. Design Requirements

   3. Right Side Bar

2. Setup

   1. Google Drive (Assign to E.A.)

      1. SPP > Clients Under Contract > *NEW SPP PROGRAMS* > 0000 — Team_Name Folder

      2. 0000|TAG_ID|24-0 Folder

      3. Pieces & Packages SKUs Sheet

   2. Ziflow (Assign to Alex)

      1. Program Group

      2. Program Director(s)

      3. Program Folder

      4. Move Proof(s) to Program Folder

      5. SKIP: Goto 2.3.1. General Design Requirements " ** "

      6. Proof(s) > Properties

         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 " ** "

         1. Link View Proof Folder URL

         2. Link Google Drive Folder URL

      2. Create Task(s) for the Team Design Request Type

         1. Task Name = Proof Name: Program_Info — Ticket_ID — Signature_Service

      3. Goto 2.2.6. Proof(s) > Properties

      4. Task Notes... = Design Instructions

3. Assign

   1. Ziflow > Proof(s) > Workflow

      1. Stage 2

      2. Sales Review

      3. Design Client Review

      4. Approve New Request Stage!

   2. HubSpot > Task(s)

      1. Due Date

      2. Priority

      3. Queue

      4. Assigned to Designer via Design Queues & Priorities Sheet

      5. Complete this Task!

Video Walkthroughs: