How do I send tasks to my employees?

In this article we will see how tasks opened by the service agent can reach the creative schedule in a simple and fast way.

Creating a project can be considered the most important step within iClips. It is through it that the other demands are started from different departments of your agency. Therefore, filling it correctly is even more necessary.

How to start a project correctly?

As we already mentioned above, creating a project correctly is vital for the task progress within the agency.

If you still don't know how to start a project, check here.

Project status

For the demand to be sent to your creative staff, the project status must be in: Authorized, At Risk, or Bidding.

Remember that projects opened by the client via the client's communication module arrive at the agency's iClips with "Opened by the client" status and need to be "Authorized" for the demands to reach the creation staff.

Understand what each status means:

  • Authorized: the customer has already approved the project.
  • At Risk: this status is used when a project is created for the customer, without the customer request. Thus, the project may or may not be approved.
  • Bidding: this status is used when the project is a bid in which the agency is participating and needs to produce demands before the result of the selection process.

Other statuses can also be used. However, your demand will be "held" with the service team.

An example is the "Stand by" status. It could be used when the service agent does not yet have all the necessary information to complete the opening of the project but desires to enter it gradually. When everything is filled, they only need to change the status to "Authorized", "At Risk" or "Bidding".

It is worth mentioning that to fill in the other items of the project such as creative briefing, tasks and pieces, you must save your project beforehand.

Piece status

In the same way as the project, the piece also needs to be correctly directed, so it has the checkboxes for Social Network, and permission to be displayed in Budget and Media.

The marking of each checkbox indicates which paths that piece will take through the system. Below is a summary for each option.

  • Social network: this option allows for the creation of fields and preview related to each social network channel (Facebook, Instagram, Twitter, Linkedin, and others).
  • Media: pieces marked like that indicate whether it has any media actions linked to it (media planning or media map—IOs)
  • Budget: this status will indicate that the piece will have a graphic budget linked to it. In order for the production team to be able to associate a graphic budget in the future, this check cannot be missing.

When selecting the pieces to be created, it is also necessary that their status is filled in properly. There are 5 options for the status of the piece. Here they are:

  • Opened by the client: pieces that came from the communication module with the customer and were requested by them.
  • Canceled: pieces that were canceled during the process. This status does not send demands for creation.
  • In progress: pieces that can already be worked on by the creative team.
  • Finished: pieces with this status have normally passed through their entire flow and have been completed. If this status is set manually, the piece will not be forwarded to creation.
  • Stand by: pieces that are paused for some reason. This status does not send demands for creation.

Each status has a tag to facilitate viewing by the agency's service agents and traffic, as shown above.

Do you still need help? Please reach out to us at or the platform chat!