Escalate late approvals, open follow-ups, remind reviewers. Every one is ready to run, and you can adjust it in plain language.
Remind design task owners when their deadlines change.
Your task owners get due date reminder emails after deadline edits. Your team lead gets a Monday list of urgent tasks and address gaps.
Remind design teams about project deadlines and flag overdue tasks.
Your task owners get timely due date reminders by email. Your team hears about overdue work, and your Google Sheets task list tracks notices.
Email design teams before assigned project actions are due.
Your team gets due date reminder emails before work slips, and you get a linked list of overdue and unassigned action items.
Remind design teams about open project actions before deadlines.
Your team gets email reminders before action items are due, and you get a linked list of overdue work to follow up.
Remind design teams of due tasks and flag late project work.
Your task owners get due date reminder emails before deadlines, and you get a summary when work falls behind or owner details need fixing.
Send approved project proposals to prospective clients for review.
Your proposals reach prospects with a personal note, while sales gets the active link and a record of what went out.
Send approved project agreements for signature and log the invite on the deal.
Your signers get the agreement to sign, and your seller sees the invitation details on the deal.
Send approved design service agreements to the client signer.
Your client gets the agreement to sign, and you get the request link and send confirmation on the project.
Send design agreements for signature after client intake approval.
Your client agreements go out for signature after intake approval, and the intake owner can see who received the request and whether it was sent.
Send approved design service agreements for project signatures.
Your signers receive the service agreement by email, and you can find its signing link in the client project.
Ask clients for decisions on design quotes at the agreed check-in.
Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.