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Seems like we have seen it all, but each time we learn something new. One thing is certain, every creative team has their own unique issues and challenges.  \nThe following sample workflow will help you get an idea of a good method to use for organizing your process. Use the template at the end of this document to fill in your own workflow outline. By outlining your workflow like this, it will be much easier to implement into a software platform. And at the very least, it will help you clean up your process!  \n1. Job Requests  \nSample Flow:  \n• Jobs can be requested by clients using the web based job request form or Project Managers can create job requests directly in JobSuite.  \n• When a job is requested the status is set by default to “Requested”.  \n• When a job is requested an email is sent to “[tom@etrackit.com](tom@etrackit.com)”.  \n• Job Request forms must have specs completed, a requested due date, and a description filled out.  \n2. Team Assignment  \nSample Flow:  \n• Traffic Manager logs into JobSuite and finds all of the jobs with the status of“Requested” and changes the status to “Active”.  \n• Art director assigns the team to the job.  \n• Traffic Manager creates a schedule and emails the work order to the team.  \nTrackIT Project Management Systems [jobsuite.net](jobsuite.net | 858. 759. 2558 | sales@etrackit.com)[ | 858. 759. 2558 | sales@etrackit.com](jobsuite.net | 858. 759. 2558 | sales@etrackit.com)  \nJob Tracking Solution  \nfor Agencies & Creative Service Departments  \n3. Create Schedules  \nSample Flow:  \n• Traffic manager creates a schedule and emails a Work Order to the team.  \n• “Tasks Due” populate on each team member’s Home Page.  \n• Tasks are marked done on the Home Page once complete.  \n4. Work on Jobs  \nSample Flow:  \n• Creative team receives daily emails with a list of tasks due that day.  \n• Creative team also logs into JobSuite and marks tasks done on their Home Page.  \n5. Create Estimates  \nSample Flow:  \n• Production Manager builds an estimate to record the cost of in-house time and outside print costs.  \n• The estimate is emailed to the client. When the estimate is approved by the client, the Production Manager approves the line items in JobSuite.  \n6. Issue Purchase Orders  \nSample Flow:  \n• Purchase orders are created from approved estimate line items.  \nTrackIT Project Management Systems [jobsuite.net](jobsuite.net | 858. 759. 2558 | sales@etrackit.com)[ | 858. 759. 2558 | sales@etrackit.com](jobsuite.net | 858. 759. 2558 | sales@etrackit.com)  \nJob Tracking Solution  \nfor Agencies & Creative Service Departments  \n7. Log Vendor Invoices  \nSample Flow:  \n• Production Managers log vendor invoices against purchase orders on jobs.  \n8. Bill Ciients  \nSample Flow:  \n• Production Manager creates an invoice and marks as approved.  \n9. Reports  \nSample Flow:  \n• Status report is run weekly for the production meeting.  \n• Completion report is run weekly for the VP of Creative.  \n• Monthly billing report is run at the end of the month for Finance.  \n• Daily hot sheet is run and sent to each Creative.  \n• Finance runs a report of vendor invoices created that week.  \n10. Dashboards  \nSample Flow:  \n• Use widgets on your dashboard that show the following:  \n-Number of active jobs by client  \n-Number of active jobs by campaign  \n- Invoiced this quarter  \nTrackIT Project Management Systems [jobsuite.net](jobsuite.net | 858. 759. 2558 | sales@etrackit.com)[ | 858. 759. 2558 | sales@etrackit.com](jobsuite.net | 858. 759. 2558 | sales@etrackit.com)  \nJob Tracking Solution  \nfor Agencies & Creative Service Departments  \nSo, now that you’ve seen the type of workflow that you can achieve using a project management software like Jobsuite, you can try it out for yourself! Follow the formula below and write out your own outline o","cbCair9JQX44aWAK","https://ap.wps.com/l/cbCair9JQX44aWAK","pdf",89701,"English","# Job Requests\n# Team Assignment\n# Create Schedules\n# Work on Jobs\n# Create Estimates\n# Issue Purchase Orders\n# Log Vendor Invoices\n# Bill Clients\n# Reports\n# Dashboards\n# Workflow Steps Outline","[{\"question\":\"How are job requests created in the workflow?\",\"answer\":\"Clients can request jobs via a web-based job request form, or project managers can create job requests directly in JobSuite. When requested, the job status defaults to “Requested,” and required specs, due date, and description must be completed.\"},{\"question\":\"What happens when a job moves from “Requested” to “Active”?\",\"answer\":\"The traffic manager logs into JobSuite, finds jobs with status “Requested,” and changes them to “Active.” The art director assigns the team, and the traffic manager creates a schedule and emails the work order to the team.\"},{\"question\":\"Which reports and dashboards are included for visibility?\",\"answer\":\"Weekly status and completion reports support production meetings and leadership review, while a monthly billing report supports Finance and a daily hot sheet supports each creative. Dashboards use widgets to show active jobs by client and campaign, plus invoiced amounts for the quarter.\"}]","JobSuite Sample Workflow and Template - job tracking | PDF",1789161942]