What’s in it for me?
Planning brand design development and need to get things moving fast? We suggest this Infolio template for Branding Project to set up your initiative, collaborate on ideas and content, and track progress in one place.
When & how to use it?
Use this template whenever you have a project centered around brand design development, which implies team collaboration, often in a distributed team, working in various time zones. If you need a project hub, to manage and track tasks, brainstorm and work on content – this template is for you.
To simplify work even further, follow the guidelines below to create your own branding project hub and get things moving fast.
Step 1. New project & tasks
Once signed in to Infolio, create a new project, by clicking on "+ Add project" at the left bottom in the projects panel. Name the project, e.g. "Branding Project" and navigate to the tab "Project tasks", which is actually a Kanban board for task management.
First, nail down all your project tasks (so far - irrespective of the domain) under the "General" column, by adding each one with "+" (e.g. in our case - "Existing Brand Audit", “Client Targeting”, “Analyze Visual Identity”, etc.).
Step 2. Custom lists & statuses
Once the tasks have been captured, create custom Lists, or domains that reflect the nature of your business (e.g. in our case "Research”, “Strategy”, “Design”, etc.), using "[+] New List" up in the right hand corner. To sort out the tasks, drag and drop them among the lists.
Now it is time to set up your custom Statuses: first, group tasks “by Status", then add Statuses relevant to your workflow (e.g. in our case "Open", "In Progress", "Ready", etc.), and finally - sort the tasks out by distributing them among the status columns.
Step 3. Assigning tasks
It is a good idea to have tasks assigned to specific team members and due dates set. That way there is always a person in charge, and if the task goes through phases and needs changing hands, it can always be re-assigned.
To assign a task, open a task card, select the team member in charge and set a due date by clicking on the respective icons. To see who of the team is busy with what and who may be struggling, group the task cards “by Assignee” and you’ll see tasks per each team member presented in columns.
Step 4. Project collaboration
If tasks imply deliverables or content collaboration, you can link files or even link a whole space for teamwork to task cards. Open a specific task card for that and click on “Attach files, link spaces and more...”.
Also, all projects assets (e.g. documents, web links, notes, etc.) can be stored within a dedicated space. To create such a space, click on "+" below the Project chat, name it “Brand Design” and drag all the files onto it. Project issues can be discussed in the Chat, without switching to other tools.
Step 5. Progress tracking
To track your progress with the branding project, group tasks “by Status” (e.g. "In Progress") or List (e.g. "Strategy") and see how the project is progressing. This allows to notice roadblocks, if any, and take action early.
Change the status of a task by either dragging the task card to "Done" column or by opening the card and changing its status in the upper left corner.
See your project steadily moving to success, when all the people on your team are on the same page with Infolio collaboration hub!