Roadmap Consulting
Project management | Business Analysis | Consulting
- Pay rates:
- $25/hr
- Available members:
- 1
- Location:
- Belgrade, Serbia, Serbia
- Founded:
- 3 years ago
Websites
START:
Customer
sends Email
TO DO
IN PROGRESS
New Task is
created
Forward email to ClickUp
Email body is added as
Task description
Change status to
" In progress"
Email Attachments are
automatically added to
task
FOR REVIEW
Assignee works
on the task
Change status to
" For review"
Assignee changed task
status to " In Progress"
CLOSED
Request
completed
Assignee changes the
status to "For Review"
AUTOMATION
AUTOMATION
When status is changed to
"For Review" -> Assign Apex
AND
Set Stage to Initial mockup
When New Task is created in
this list -> Assign task to
_______
AND
Set Stage to Document
Creation
Apex Mockup
Review
Send email to customer directly
from ClickUp task
Mockup sign-off
Customer replies to mail.
Reply is visible in
ClickUp task.
Email Attachment
(Proofread copy)
is added to Task.
When Stage changed to
" Proofreading" -> Set status
(move task) to " To do"
AND
Assign Apex
Change Stage field to: Proofreading
Proofreading
request
AUTOMATION
Add link to Doc folder.
Set customer as a Watcher.
Change status
to " In progress"
Do
Proofreading
Change sttaus
to " For review"
Submit for Final
customer review
Customer Approves
task by marking
the Checkbox
AUTOMATION
AUTOMATION
When status changes to
"For review" -> Set Stage
to "Final review"
When Checkbox
"Approved" is marked ->
Change task status to
Submitted
END
Task is Completed
