Adding new to dos
Terms/Definitions
Drop Deadline - We’re going to “drop the ball” if it is not done today-today.
Last Eyes - The last person who generally checks over design, content, and approvals to ensure the item is ready to send out.
If the client adds a to do
The Project Manager will look at the to-do entry and modify based on below rules to the best of their ability.
If you are adding the to do
Title
Title must have caps on first letter of every word
NOT: Social media post about new hire
YES: Social Media Post About New Hire
Be descriptive about title
If it is about a specific lawyer at CBMS, include lawyers name
If it is an event, include event name and date
Use verbs! (“Post, Archive, Edit, Create, etc”)
Assigned To- this should be handled by the Project Manager/Primary
Always include Savanna and Alex (and Marcia if DJD)
Refer to Project Roles, the default is to include a Primary writer and/or designer if copy and/or design is needed.
If a client likes to review content on Basecamp, add them to the task.
Due On
Use the “Multiple Days” feature.
General rule-of-thumb: if the task is not urgent, timelines should be 1 week or 1 month at minimum.
You can include a timeline breakdown in the description, but the task due date should be the date the entire task is due. First deliverable is due.
Notes
Major Details
First is major details. Keep this short. Example:
High Priority- due in 2 weeks
Promo for event, event is on 7/26
Primary
Primary: Name (design), Name (content)
Deliverables
- Deliverables should be in bullets. Deliverables should include relevant details such as: file type required (or file size), due date if it exists, etc.
Each bullet is a separate task.
For example,
- Socials: [add which socials]
- Sizes:
- Formats:
- Size Limit:
- Deliverable #2 (Email blast)
- Deliverable #3 (Archive Photos on Google Drive)
- Call To Action / Key Message: any copy from client, or notes for making deliverables
- Goal: any other notes/info that are super important (less important, put down below)
Example Basecamp Post:
High Priority due tomorrow 00/00
Primary: NAME (design), NAME (writer)
- Social Posts: IG, LI
- Sizes: 1080x1080px Instagram, 1200 x 627 px Linkedin.
- Formats: 2 PNG & 2 MP4 (Animated)
- Size Limit: 5MB
- Email to client’s emailing list
- Upload blog to website
- Call To Action / Key Message: Buy your ticket for our event
- Important Notes:
- These cannot show images from last year's event.
- They want to use a specific song for the animated video.
More information
Underneath tasks, can provide more information.
- Copy and paste emails from clients with important information
- Add old pdfs from previous projects we can use as a template
- Notes for the team that did not fit above
- Feel free to be thorough here.
Example
