The work is describes as follows:
A Google Form is used for all creative requests on the website. Need the following:
1. Script for the Google Form that does the following, once submitted:
a) takes the info in the form, and populates it on a corresponding Google spreadsheet
b) takes any assets that were uploaded to the form, creates a folder on our Google Drive with the name of the project and puts all the assets in there. It then creates a link to the google drive folder and puts that URL into one of the columns of the spreadsheet
c) sends emails to specified roles of everything in the request form as a confirmation
2. Set up zaps on Zapier that pulls all of the info from the Google Spreadsheet and:
a) populates a new request on the Creative Requests Board in [login to view URL] with all the necessary info and URL links to both the google drive URL for the assets and an actual URL for the item (to be used later).
b) populates a new item on a private board called High Level Overview that is used to monitor overall progress. This board is a very basic board that lists all active projects, who is the lead, what is the status, due date and items’ URL from the bullet above to enable ease of review. It is also has links to the project drafts and final and is updated with the status of the design work (see below).
c) Creates a shareable board (includes clients) and populates with the info in the request board but has two columns linked to a Dropbox account one for drafts and the other for the final assets. There is also a status column for each item to be marked New Draft or Final which automatically updates the related High Level Overview item and triggers automated emails..
d)Roles will be provided for automated emails to help move the projects along during their lifecycle.
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