Need a refresher on our Asana Process? We’ve broken down each column in your Asana board and how our process works!
*For non-design tasks: We will not be using this column.
Below we have listed our average timelines for task requests. These can vary based on the complexity of the task. For example, more custom requests will require a longer time. Your AC will keep you updated on timelines via the Asana task card, and you can always reach out to your AC to get a more accurate estimate for your task.
Adding Pardot Regions to Email Template or Landing Page
Design a Graphic Ad
Create or Edit Email Design
Email Testing & Troubleshooting
Landing Page Design
Landing Page Testing & Troubleshooting
Redesign an Email or Landing Page
Social Media Asset Design
Add User to Pardot
Automation Rule(s)
Build an Engagement Studio
Combine or Split Segmentation Lists
Create Custom Fields in Pardot
Create & Style Pardot Form(s)
Create Pardot Form Handler(s)
Create a Segmentation List
Create a Custom Redirect
Schedule a List Email Send
Salesforce Report Building
Salesforce Automation (workflows)
Salesforce Field Editing
Salesforce User Additions, Profile Changes, Removals
Salesforce Custom Objects
WordPress Instance Monthly Maintenance
WordPress Site Header/Footer Updates
WordPress Site Full Redesign Using Staging Site
WordPress Web Page Design
WordPress Webpage Edits
Create Custom Content Filters
Plan Monthly Content Calendar
Write Social Media Post Copy
Design Social Media Graphic Asset
Schedule Social Media Post
Monthly Analytic Reports
A task is any request that needs to be executed by our team. It can be as small as creating a Tag in Pardot or building out a complex automation in Salesforce.
No, they will not! If you have a priority, let your AC know and we can put a current task on hold to work on that new task.
A task is under the Design stage when it involves our creative team building out a design proof for an email, landing page, graphic image, etc. Read more here [anchor to Design Stage explanation section].
Non-design tasks will skip the Design stage and go directly to the Build and Test stage.
When you see this status (at any stage), it means that we need your review and written or verbal confirmation to move forward to the next step.
If you need more tasks, we offer an upgrade option to add 3 additional concurrent tasks, with a longer contract term. Please reach out to your Account Coordinator if you are interested in upgrading.
There’s no need to add deadlines to the parent card on Asana. Your Account Coordinator will add/adjust the time based on updates from our team. If you have a specific deadline for a task, please it post in the task comments or inform your AC in your weekly check-in.
Your Account Coordinator is there to help with this and will handle these for you. We want to keep your engagement with Asana as simple and easy as possible! The only time you need to move a task card on the board is from the‘Build Your Task’ stage to the ‘Waiting in Queue’ stage. This happens when you’re done building your task and are ready for your AC to review it!