Presenting and keeping track of client work
over 7 years ago from Philip Lester, CEO @ Dreamten & GiveForms
In the old days I used to export designs to png, upload to my web server, and send links to clients via email. This works fine on tiny projects, but if you're designing and iterating an app with 10+ pages, it quickly becomes overwhelming. Trying to keep track of the designs and different iterations via email becomes impossible. I've mulled this over for awhile and came up with what we believe is a good solution.
We love using RedPen for ultra quick, contextual feedback. Multiple people can give feedback directly on a design with zero training required. We tried alternatives such as InvisionApp, but found it confusing for clients and cumbersome to manage.
What we didn’t like about RedPen is how it organizes projects, and how they upsell you if you’d like more than 5. We decided instead to design our own responsive storyboard html/css template.
After the design and HTML/CSS, we integrated the template into Craft CMS. We created an entry type named Client, then created field types using a combo of the Matrix and Super Table Plugin.
Craft Field Type Setup
We now have a simple to use entry form that allows us to quickly build out complex storyboards. Using the various field types, we can easily create tabs and organize content within each tab into sections, and within each section we have links (these are URLs pasted from RedPen). We have a column to denote a link as “new”, which gives it a small new badge next to it to draw attention.
In essence, it’s just a page with a bunch of links, but so far our clients have loved it and it’s great reminder of your added value when it comes time to submit an invoice :)
What do you all use to present and keep track of work? Would love to hear how all of you smart people handle this.
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