Template for Ad Agency type work
Hello! We just upgraded to a Business license and are looking for good templates that work well ad agency type work. At a minimum, a template that auto generates a job number that's specific to a client and based on a form they complete. Ideally, it would auto assign categories to certain people and create a dashboard that summaries the status of jobs. Thanks in advance!
Best Answer
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Hi Nataleigh,
The Project Intake template set that Andrée shared is a great starting point. We also have the Marketing Shared Services template set--should that be your particular use case. If not, it still might be helpful to see how it's set up!
Hope this helps.
Best,
Kevin Branscum
Answers
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Hi Natalie,
Here’s an excellent starting point.
Would that template set work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Hi Nataleigh,
The Project Intake template set that Andrée shared is a great starting point. We also have the Marketing Shared Services template set--should that be your particular use case. If not, it still might be helpful to see how it's set up!
Hope this helps.
Best,
Kevin Branscum
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