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My Designs Guide

Manage design orders and creative workflow

🎨 What are Design Orders?

Design Orders (My Designs) help you manage creative work from request to completion. Track design projects, manage revisions, collect feedback, and keep your creative workflow organized.

Each design order can have multiple versions, comments, and a complete activity history - perfect for collaboration between sales, clients, and designers.

👁️ View Modes

📋 List View

Table format showing all design orders with sorting, filtering, and pagination. Great for managing large volumes.

📊 Board View (Kanban)

Visual workflow board with columns for each status. Drag and drop to move designs through your process.

📊 Design Statuses

⚪ Pending - Waiting to start
🔵 In Progress - Designer working
🟣 In Review - Awaiting feedback
🟠 Needs Revision - Changes requested
✅ Approved - Client approved
🟢 Completed - Finished & delivered
❌ Cancelled - No longer needed

➕ Creating a Design Order

  1. Navigate to Dashboard → My Designs
  2. Click "New Design Order"
  3. Select the project this design belongs to
  4. Enter a descriptive title
  5. Set priority (Urgent, High, Medium, Low)
  6. Assign to a designer (optional)
  7. Set a due date
  8. For postcard projects, select the slot position
  9. Click "Create"

📝 Design Order Details

Click on any design order to access the full detail view:

📋 Brief Section

  • • Add design requirements and specifications
  • • Include brand guidelines and preferences
  • • Link to Canva or other design tools

🖼️ Versions

  • • Upload multiple design versions (V1, V2, V3...)
  • • Add external URLs (Canva, Figma, Google Drive)
  • • Include notes for each version
  • • Track version history

💬 Comments

  • • Leave feedback on designs
  • • Request specific changes
  • • Collaborate with team and clients
  • • Full conversation history

📜 Activity Log

  • • See all status changes
  • • Track who made updates
  • • Complete audit trail

🔄 Typical Design Workflow

  1. Create - Sales creates design order with brief
  2. Assign - Design manager assigns to designer
  3. Design - Designer works and uploads V1
  4. Review - Sales/client reviews design
  5. Revise - If needed, request changes
  6. Approve - Client approves final version
  7. Complete - Mark as completed and deliver

🔍 Filtering & Organization

  • • By Status - Focus on pending, in review, etc.
  • • By Priority - See urgent items first
  • • By Assignee - View a designer's workload
  • • By Project - See all designs for a project
  • • Search - Find by title or project name

💡 Best Practices

  • • Write detailed briefs to reduce revision cycles
  • • Use clear version labels (V1, V2, Final, etc.)
  • • Set realistic due dates based on complexity
  • • Use comments for all feedback - keep it documented
  • • Update status promptly as work progresses
  • • Link to external design files (Canva, Figma)
  • • Use the board view for visual workflow management
  • • Review the activity log to track changes