Creative Agency Proposal Planning Template

💡 Why you should use Creative Agency Proposal Planning Template

Received a new RFP from a prospective client? This template is your ultimate guide to navigate through the RFP lifecycle. It ensures a structured and timely approach, increasing your chances of securing that significant contract. It's a comprehensive solution for project management, proposal planning, and creative agency operations.

👉 How the template works

The template consists of a database named "Tasks" with multiple views. It includes fields like "Name" (LONG TEXT), "Status" (SINGLE SELECT with options like 'To do', 'In progress', 'In review', 'Done'), "Deadline" (DATETIME), "Type" (MULTI SELECT with options like 'Event', 'Deliverable'), "Description" (LONG TEXT), "Files" (ATTACHMENT), and "Labels" (MULTI SELECT with options like 'Social', 'Creative', 'Project').

The views available are "All tasks", "By type", and "By status". Each view has its own filters, sorts, and groups to help you organize and analyze the tasks in different ways.

🎯 How to use

1. Start by entering the details of your tasks in the "Tasks" database.
2. Select the appropriate status, type, and labels for each task.
3. Set the deadline for each task using the provided date format.
4. Add a description to provide more context about the task.
5. Attach relevant files if needed.
6. Use the different views to analyze and manage your tasks based on your specific needs.

👉 Who should use this template

This template is ideal for creative agencies, project managers, and anyone involved in proposal planning and project execution. It provides a structured approach to manage the RFP process and ensures that no detail is overlooked.

⭐ Key Features of This Template

• Comprehensive task management: Manage all aspects of your proposal planning tasks in one place.
• Structured approach: Follow a systematic process to increase the chances of a successful proposal.
• Customizable views: Analyze tasks based on type, status, and other criteria with ease.
• Clear task details: Includes fields for name, status, deadline, type, description, files, and labels.

🔧 Frequently Asked Questions

1. How do I change the status of a task?

   • Simply select the task and update the "Status" field to the desired option.

2. How do I view tasks based on a specific criterion?

   • Use the different views available ("All tasks", "By type", "By status") to filter and group tasks based on your chosen criterion.