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Visme Workflow Overview

Managing a project across many collaborators can be time-consuming and overwhelming, especially when you have many stakeholders who need to contribute, branding and language that needs to be accurate, or several reviewers that need to oversee that the project is on point before it goes out into the world.

With Visme’s Workflow Management feature, it’s easier than ever. You manage roles, tasks, progress, deadlines, and corrections all in one place. No more endless email chains or missed deadlines. Streamline your project management process and focus on what really matters: creating exceptional content!

So, what exactly can you do with Workflows in Visme?


Assign an entire project

With Visme’s Workflow: Project Assignment feature, you’re able to assign an entire project to a team member, set a deadline for completion, and include a brief description when assigning that project to guide them on what is needed. This streamlined process helps you keep track of deadlines and progress, ensuring that the project is completed on time and meets the necessary specifications. Whether you’re working on a webinar presentation, a marketing report, or any other project, Visme’s Workflow feature simplifies the process from start to finish by allowing you to centralize project assignment, collaboration, review, and finalization in one place.

Note: This feature is only available for Pro Plans.

Note: Want to streamline project management? Check out our support article on assigning entire projects to team members with Visme’s Workflow: Project Assignment feature. 


Assign specific slides

Not only can you assign an entire project to a creator in your Visme workspace using Visme’s Workflow: Assignment feature, but, you can also assign specific slides to different team members using Slide Assignments. By dividing the work in this way, you can ensure that each team member knows their role and responsibilities, making the project more organized and efficient. In addition, team members can update the slide status as the work progresses, giving you real-time updates on the project’s status.

Note: This feature is only available for Pro and Enterprise Plans.

Note: Click here to learn more about assigning specific slides with Visme’s Workflow: Slide Assignment feature.


Require project review and approval 

Visme empowers non-designers and designers to create content from Visme Templates and Branded Templates you have applied to the Brand Area under Templates. But what if you need an added layer of oversight and governance to make sure the content is perfect before it is released into the world? This is where Visme’s Workflow: Approvals feature comes in. With the Workflow: Approval feature, you can require specific users in your workspace to gain project approval before it can be published, shared or downloaded. This ensures that the project meets all necessary requirements and specifications, and reduces the risk of errors or miscommunication. The project creator would be required to assign the project to an approver in the workspace, and once the approver has reviewed and approved the project, the project owner can then download, share or publish it.

Note: This feature is only available for Enterprise Plans.

Note: To find out more about assigning an approver for your project, check out our support article here.


Manage Tasks with Visme’s Content Calendar

Keeping track of project deadlines and statuses can be tricky, especially when you’re juggling multiple tasks at once. You may have existing project management tools, but what if you could manage the tasks and gain visibility to deadlines right in Visme where your team designs? Across Visme’s Workflow feature, as reviewed above, projects can be provided with deadlines.

Once you’ve assigned a due date to a project, it automatically appears on the Content Calendar. From there, you can view the project status, the assigned date, and the due date. Plus, you can quickly access the project to review or edit it right from the Content Calendar.

Note: This feature is only available for Pro and Enterprise Plans.

Note: Discover how to effectively manage tasks from the Content Calendar here.

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