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[Open Discussion] How Is Your Marketing Team Planning Projects?

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    Kerry Wilson

    A challenge that I'm having is trying to figure out how to structure project plans to account for client approval periods. We set up a project schedule/process before kickoff, so that all of the key dates and milestones are in place.

    How are other marketers/agencies setting up their schedules?

    Within the Wrike sphere, I cannot figure out if the best way to do this is for each step (content development, client content review, content revisions, etc.) should be a separate Task, or if it should all live under one task and then there are separate sub-tasks for each item? 

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    John Ostrowski

    Kerry, what about creating a Project Template with pre-set tasks, the ones you know are repeated every time in such a process, and you simply duplicate from this project everytime a new client appears? Does this make sense? 

    Let's say the process here is Content Dev, just to use the example you gave, inside this project you will have the pre-set tasks of content dev, content review, content approval (milestone). With Wrike dependencies you can arrange those tasks chronologically in a way that when you duplicate this Project Template you will see the necessary work overtime with a rough estimation of how much time the team needs to finish the Content Dev, this plays a big role on resource allocation already. 

    These are a couple tips and tricks I'm using with my team already, let's keep the discussion going!

    Best,

    John Ostrowski

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    Kerry Wilson

    Hey John! So you have content review as a separate task, not a sub-task, it sounds like?

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