Corrections and Tasks

Template

The Corrections and Tasks Template was developed by our design partner di20 Design and Architecture.

It may be used by ad agencies or design firms whose constant demand for minor tasks and alterations as well as feedback on delivered projects can be assisted by shooting automatic emails whenever:

• The demand is received;
• The task is initiated and the delivery date set;
• There is any missing data impeding continuation;
• It is concluded and identifying where the file is.
This way the client may have ease of mind avoiding unnecessary phone calls and emails.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

Form

 

  • 1. Your name

  • 2. Email

  • 3. Project

  • 4. Due date

  • 5. What must be done?

  • 6. Attachments

  • 7. Access assignee

Requested tasks

 

  • 1. Priority level

  • 2. Service assignee

  • 3. Do not forget the due date

Underway

 

  • 1. Degree of difficulty for solving the problem

    • High
    • Medium
    • Low
  • 2. Result

  • 3. Root cause that prompted the contact

    • Customer-related cause (questions, requests, suggestions, or other.)
    • Staff-related cause (mistake or failure caused by staff members)
    • Product/service-related cause (flaws, failure, quality issues, or other.)
  • 4. File shared on:

On hold

 

  • 1. When will it be done?

Pending client action

 

  • 1. Reason for putting the project on hold

Done

 

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Do you have a specific process to manage: