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Documentation

Setting Goals & Expectations

The Details tab gives you space for all the bits and pieces you may need during the project


Within this section, you can manage:

  • Scope of Works: Fill out the details of the project, the goals, and important call-to-actions. This is a central place for all people working on this project to know what they are doing and why.
  • Creative Brief: One page with details about the visual aspects of the project. You can also save any examples that the clients (or you) love and keep track of the reasons why they love them.
  • Social Media Links: Instead of digging through the web, keep a list of the client’s social media links in one place.

To edit the Scope of Work or Creative Brief

Click on the EDIT button at the top right-handed corner.

Add content. Click on the SAVE button to save the content. (This section does not autosave because we didn’t want the client to accidentally edit this content. It was meant to serve as a more static in document rather than an evolving one.)

Still need help?

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