Let's say an incredible project came up, but you are in doubt about what status to use. We detailed each one for you.
As soon as you create a project within iClips, you need to set a status. This determines what stage the project is in and helps you to better organize work in the agency.
Statuses that mark the execution of the project:
Only projects with "Authorized" or "At Risk" status direct pieces to be worked on by the creation staff.
- An Authorized project is one that has been approved by the customer and can now be started. Time to get the team to produce and bring the best result to your customer!
- An At Risk project is done at your own risk. That is, it has not yet been approved by the customer but you believe it has a good chance and you will present the project for them to consider.
Other statuses and details:
- Opened by the customer: when the customer has access to iJob, they can request a demand right there, and following that the project goes straight to the service agent to continue the process. Keep in mind that, for it to be executed, it needs to be in a status that allows for it.
- Waiting for approval: the project has already been presented to the customer and is waiting for a reply from him to be executed.
- Canceled: it's that status that we don't want to use, right? But the customer might approve the project and give up during the process. In this case, the demands that were in progress (pieces and tasks) are finished and removed from the schedule.
- Bidding: normally, this status is used by those who work with project bidding, as this makes it easier to identify those in competition and open budgets, IOs and proposals related to them.
- Finished: you can celebrate! This status indicates that the project is completed and the customer is satisfied. =)
- Pre-production: used when the project depends on some factors to start making the pieces. That is, they cannot be done yet but you already want to define tasks to be performed.
- Commercial proposal: it serves to open new commercial proposals that still do not require any creation.
- Stand by: it may be that the project has already started to be executed but it was necessary to pause it or it is still waiting for the exact moment to start.
Remember that in these statuses, the demands of the piece still do not go to the guidelines until you define them as authorized, ok? Now, let's get to work!
Do you still need help? Please reach out to us at firstname.lastname@example.org or the platform chat!