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1. Marketing project example: Creating a cross-functional workflow

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Visual collaboration tools have become essential for enhancing online meetings and discussions. The combination of Excalidraw, a powerful collaborative whiteboarding tool, with Jitsi, a versatile video conferencing platform, can greatly enhance your virtual interactions. In this guide, we’ll walk you through the process of setting up Excalidraw and integrating it with your self-hosted Jitsi instance, enabling you to seamlessly create, share, and collaborate on visual content in real-time.

The goal?

Initiation phase

  • Identify the project: To create Marketing Sprints templates and team Dashboards 
  • Define the desired outcome: Manage multiple projects, streamline partner outreach, and speed up the content production process

Initiation phase

  • Identify the project: To create Marketing Sprints templates and team Dashboards 
  • Define the desired outcome: Manage multiple projects, streamline partner outreach, and speed up the content production process

Planning phase

  • Project management methodology: Agile 

Execution phase

Task checklist:

  • Set up a Hierarchy in Click Up
    • Create Folders for each department and set up Lists within each Folder
    • Within each List, create tasks and subtasks to breakdown the work even further 
    • Save tasks as a template that can be reused as many times as needed
  • Set up Custom Task Statuses to give each stage of the project a designated name 
  • Add Custom Fields to each List to display and keep key information easily accessible
  • Added custom automation to automatically trigger an action and push the project to the next step 
  • Save the Folder as a template to be reused for the next Sprint and to keep processes consistent 
  • Build a custom Dashboard with real-time reporting to display key data and improve task visibility

Closing phase

  • At the end of the project, Jakub and the teams within STX Next tested the new Marketing Sprints template and Dashboard to ensure the process was smooth for everyone involved in the project and all of the custom automation in Click Up was set up properly.

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