Workflow Templates
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Marketing
Simple launch process
Use this template to set up a process to launch your next feature, campaign or new product. Adjust these simple steps to involve all relevant stakeholders from different departments right when it matters and never miss a step in the process. Goodbye checklists!
Try this templateWhy to use this template?
- Going beyond a checklist and making sure each step of the way is completed when it should be.
- Controlling all stakeholder responsibilities without the need for constant hand holding.
Template Structure
Template steps
- Start of the process
Notification to a channel or all relevant stakeholders for the start of the process (to launch a new feature, campaign,…).
- #1 Task
Send a task to the relevant team to do their part of the process. E.g.: Task for the content team to prepare all campaign materials before the design team gets to start on the visuals.
- #2 Task
Once the task above is finished, fire up a task to the design team to do the visuals.
- …… Add as many steps as you want for different departments ……
- Manager notifications
Each task from above can have a separate notification set up for the main manager who needs to oversee the whole process, including simple notifications to mark once each step is complete.
- Testing
Once all steps are done, push a message to a Slack #channel for everyone to do a final testing before going live.
- Ready to Launch
Once testing is completed, the manager can receive a task to finish the whole workflow and prepare for launch.
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