Template for Ad Agency type work

Nataleigh

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!

Kevin Branscum

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!

https://www.smartsheet.com/marketplace/template-set/marketing-shared-services

Hope this helps.

Best,

Kevin Branscum

Andrée Starå

Hi Natalie,

Here’s an excellent starting point.

https://www.smartsheet.com/marketplace/template-set/project-intake

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

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Kevin Branscum

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!

https://www.smartsheet.com/marketplace/template-set/marketing-shared-services

Hope this helps.

Best,

Kevin Branscum