Presenting and keeping track of client work

over 2 years ago from Philip Lester, Founder & Creative Director @ Dreamten

  • Jon MyersJon Myers, over 2 years ago (edited over 2 years ago )

    Invision all the way for me.

    All my clients are on it, I have not had issues with them learning/ knowing how to use it. Versioning works fine for me.

    I have simple marketing site projects on there. I have very complex apps with dozens and dozens of screens on there.

    Typical setup:

    Trello + Sketch + Invision Live Sync + Invision + Slack


    Trello - a card for each screen. User stories on the card.

    Sketch - we have one master file for the project, that’s it.

    Invision Live Sync - runs in the background and automatically syncs the screens (artboards) to the Invision project online. Does all the versioning. If I want an older version of the file from a few days ago, I can go online and download it. This way there is not confusion about “what is the latest file”. Invision also automatically handles asset extraction if you put the right extension in - .png, etc..

    Invision - customers can see things (I can choose not to sync some artboards with a minus - sign) as they happen. They leave notes. I can give them a “tour” on the artboards that leaves notes, which explain the design decision. Comments for developers can be left as well. No more tedious documentation for a lot of situations. It’s all on screen, collated and ready.

    Slack - If you’re using email for project management, you’re failing, imo. I create a Slack team for each customer. All communications are centralized in there. Often when I’m working, like now - I will leave the team room for that particular customer open. We can have real-time discussions about the design, as Invision automatically syncs they can see the result right then and there. Finally, we have a centralized stream of communications that keeps everyone accountable.

    Regardless of all these tools. The key is to have a system and work flow that best uses them.

    1 point
    • Philip LesterPhilip Lester, over 2 years ago

      We use Slack internally, haven't thought about using it for clients though. Interesting about Invision, maybe I need to give it another shot. Thanks for your insight!

      0 points