Starting a project

To start a project follow the below steps

Step 1: Create Project

1 - Sign in to your Artwork Flow account. Once you have logged in, click on Create Project. This will open up a new window on project details.

2 - In the dialog box that has opened up, you can provide project details that include:

Project Name: the name of the project you want to work on.
Due Date: the day by which you want to complete the project.
Project Description: the additional details you want to add about the project.
Category: the category your industry falls in, e.x., food and beverages, pharmaceuticals, FMCG, FMCD, etc.
Package-Type: the package type of your artwork. For example, cartons.
Product: the product your artwork is about like cookies, bread, or chips.
Brand: the brand name of your artwork, e.x., Acme danish cookies and Acme choco cookies
Variant: the variant this artwork is for, e.x., sweetened or unsweetened product.

Filling these details will help your team understand project requirements and differentiate between different projects.

{NOTE: These identifiers are not mandatory to create a project. But we highly recommend you fill these to maintain a clear distinction between projects.

Plus, you can also refine your project search when you want to reference this file at any time in the future.}

3 - In the project details window, you also get to choose the type of Project.

The project flow section is fundamental to decide how you’ll bring the artwork into the project. There are two options -

If an external agency has to upload the artwork file, choose the first option. It states “I have an external agency that will upload the artworks”. You’ll now have to specify the agency name assigned to this task. In case the agency name isn’t available in the drop-down box, choose the option that says “don’t see agency name” and answer a few questions about the agency details to get going. While you set up the project, the external agency will receive an email to upload the artwork.
If you or an internal team member has to upload the artwork file, choose the second option. It states “I have internal users (including myself) who will upload the artworks”. You’ll be able to define the uploader in the next step.

4 - “Artwork Source File required” is the next option that needs to be specified in the project details window.

YES: If you want to upload the source file of the artwork in your project, mark this option ‘yes.’.

This will necessitate the upload of a source file for the project to be completed.

The source file has to be uploaded after the artwork approval process is done.

Your source file will be stored along with your approved artwork file in your Artwork Flow library.

{NOTE: Source files are uploaded by the initial artwork uploader (internal team member or external agency) after the project approval is done}

NO: If you deselect this option, the project will be completed when the final approval is received.

Your project will not require a source file at the end.

Step 2: Workflow

Once you have finished with the Project Details, you can press the “Save & Continue” button to move to the Workflow window. Workflow is a set of sequential stages along which your file moves in the project approval process.

1 - Here you can select a workflow for your project. You can either choose from existing templates or create a custom workflow.

2 - Creating a Workflow

To create a new workflow, choose the ‘Create Workflow’ option on this page.

{NOTE: If you are experimenting, you can choose to ‘Cancel’.}

You can start by selecting the checklist of groups/teams that need to be present in the workflow. This’ll help you define the scope of review that needs to be performed by users from different departments.

Artwork Flow provides a set of starting checklist points for your convenience, but you can always customize it according to your requirements.

For example: If you don’t have a Product R&D team but have a Product Management team? Edit the Product R&D group by updating it or create a new group.

After you have selected the relevant checklist items, click on Create Workflow. You can also use the option “Save as a new workflow” to save the workflow template for your future projects.

{Note: You can always add/update more checklist items from the Project tab.}