Creating your first project

Let's get you started with creating your first project. 

If you want to skip the reading part, here’s a video explaining the entire flow:

If you are still here, let's go over this step by step. When you sign in to Artwork Flow, click on Create Project.

Step 1 of Project:

Here, you provide basic details such as a Project Name, Due Date, Description for your project, and some other data as listed below:

What are Category, Package Type, Product, Brand, Variant on this page?

These are project identifiers that you can use for refining your project search in the future. As per our above Acme Corp example,

• Category here could represent your business line i.e., FMCG, FMCD etc.
• Package type could represent Cartons
• Product could represent Cookies, Breads and Chips
• Brand could represent Acme Danish Cookies and Acme Choco Coookies
• Variant could represent Sweetened or Unsweetened

These identifiers are not mandatory to create a project. But we highly recommend you fill these as per your internal nomenclature so as to maintain a clean separation of your projects when you have more than a 100 projects. We hope you get there soon!

What is Project Flow on this page?

As you have learned above, the core component of a project is a workflow and a file(s). You will define the workflow on the next step, but you have to specify how a file will enter your project i.e., will it be you uploading the file, or someone else from your internal team, or even an external agency for that matter.

When the file is to be uploaded by an external agency, choose the first option and specify your agency name. If you don’t see your agency name, fill the form in the dropdown and we will reach out to your agency and onboard them on Artwork Flow.

When a file is to be uploaded by you or your internal team, choose the second option. You will get to define the workflow and the file uploader in the next step.

What is ‘Source File Required for this Project’?

Select this option if you also want to include the upload of source file for your artwork. Source files are uploaded by the initial artwork uploader (internal team member or agency) after the project approval is done i.e., your artwork PDF is approved by your team. Artwork Flow stores the source file along with your approved artwork file in your library. If you unselect this, the project will be complete when the final approval is received. Source File will not be required to complete this project.

Step 2 of Project:

This is where you select a workflow from your existing templates.

Don’t have a workflow ready? You can choose ‘Create Workflow’ on this page. If you are simply experimenting, you can choose to ‘Cancel’. Don’t worry, your project is already created and you can view it by clicking on Projects.

New Workflow:

Start off with selecting the checklist groups/teams that will be present in the workflow. Artwork Flow provides a set of starting checklist points but you can customise this.

Don’t have a Product R&D team, but have a Product Management team? Simply edit the Product R&D group by updating it or create a new group.

When you have selected the relevant checklist items, click on Create Workflow. You can always add/update more checklist items from your Projects screen.