Graphic creation process


Pipefy’s Graphic creation process template is designed for advertising companies that want to manage their creative processes, to see in which phase of the creation process they are in, approval or adjustment phase.

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Template structure

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

Start form

  1. Company name
  2. Contact name
  3. Phone
  4. Email
  5. Project name
  6. Attach the project.
  7. Project description
  8. Request date


  1. Assignee
  2. Notes on the project
  3. Should it proceed to the Creation Team?
    • Yes
    • No

Creation process

  1. Assignee
  2. Advertisement text
  3. Description of the project visual identity
  4. Attach here images for reference.

Final project

  1. Attach here the project to be presented to the client.
  2. Scheduled meeting date


  1. How was the meeting? Did the client request any adjustments?
  2. Did the client approve the project?
    • Yes
    • No (move card to ‘Adjustments’)


  1. Adjustments requested by the client
  2. Attach project with changes requested.

Finished Campaigns

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