Quick Summary
Efficiently manage multiple design requests with templates, batch operations, and request cloning. Streamline your workflow and save time on repetitive requests.
What You'll Learn
- Creating multiple requests efficiently
- Using templates for common requests
- Batch operations and workflows
- Request cloning and duplication
- Organizing large projects
- Time-saving strategies
Creating Multiple Requests
When You Need Multiple Requests
Common Scenarios:
- Social media campaign (multiple graphics)
- Email series (multiple templates)
- Website pages (multiple page designs)
- Product line (multiple product graphics)
- Marketing materials (various formats)
- Brand rollout (multiple applications)
Efficient Submission Strategies
Option 1: Single Request with Multiple Deliverables
- Submit one request
- List all deliverables
- Provide all requirements
- Receive all at once
- Best for: Related items, same style
Option 2: Separate Requests
- Submit individual requests
- Each with specific requirements
- Processed sequentially
- Best for: Different styles, priorities
Option 3: Phased Approach
- Submit in logical phases
- Complete phase 1 before phase 2
- Iterate and refine
- Best for: Large projects, evolving requirements
Batch Submission Tips
Prepare Everything First:
- Gather all requirements
- Collect all assets
- Write all descriptions
- Organize all files
- Then submit in batch
Clear Organization:
- Number requests logically
- Use consistent naming
- Group related items
- Indicate priorities
- Specify dependencies
Templates for Common Requests
What Are Request Templates
Templates Are:
- Pre-written request descriptions
- Reusable for similar requests
- Save time on repetitive requests
- Ensure consistency
- Reduce errors
Creating Your Templates
Template Components:
- Request title format
- Standard description
- Required information checklist
- File organization structure
- Delivery format specifications
Example Template: Social Media Post
Title: Social Media Post - [Campaign Name] - [Platform]
Description:
Platform: [Instagram/Facebook/LinkedIn/Twitter]
Dimensions: [Specify]
Campaign: [Campaign Name]
Message: [Key Message]
CTA: [Call to Action]
Brand Guidelines: [Attached/Link]
Copy: [Provided/Needed]
Due Date: [Date]
Assets Provided:
- Logo
- Brand colors
- Photos
- Copy
Deliverables:
- Source file (PSD/AI)
- Export (JPG/PNG)
- Optimized for [Platform]
Template Library
Common Templates to Create:
- Social media posts
- Email headers
- Blog graphics
- Presentation slides
- Product images
- Ad banners
- Landing pages
- Infographics
Using Templates
Process:
- Copy template
- Fill in specific details
- Attach relevant files
- Submit request
- Repeat for similar requests
Benefits:
- Faster submission
- Consistent format
- Nothing forgotten
- Clear requirements
- Better results
Request Cloning
What is Request Cloning
Cloning Allows You To:
- Duplicate existing request
- Keep all details
- Modify as needed
- Submit quickly
When to Clone Requests
Perfect For:
- Similar designs with variations
- Same format, different content
- Series of related items
- Recurring monthly requests
- A/B testing variations
Examples:
- Social media series (same style, different content)
- Email templates (same layout, different copy)
- Product pages (same structure, different products)
- Monthly reports (same format, new data)
How to Clone a Request
Steps:
- Find request to clone
- Click "Clone" or "Duplicate"
- Request copied with all details
- Modify title and description
- Update specific requirements
- Attach new files if needed
- Submit cloned request
What Gets Cloned:
- Request description
- Requirements
- File attachments (optional)
- Tags and labels
What Doesn't Get Cloned:
- Status (starts as new)
- Comments and feedback
- Completed work
- Revision history
Batch Operations
Managing Multiple Requests
Bulk Actions:
- Tag multiple requests
- Organize by project
- Track related requests
- Update statuses
- Export data
Tagging and Organization
Use Tags For:
- Client names
- Project names
- Campaign names
- Request types
- Priority levels
- Deadlines
Tag Examples:
- #ClientA
- #SpringCampaign
- #SocialMedia
- #Urgent
- #Q1-2024
Benefits:
- Easy filtering
- Quick searching
- Group related requests
- Track progress
- Generate reports
Filtering and Searching
Filter By:
- Status
- Tags
- Date range
- Request type
- Priority
Search By:
- Keywords
- Request title
- Description content
- File names
Organizing Large Projects
Project Structure
Break Down Large Projects:
- Phase 1: Discovery and planning
- Phase 2: Core deliverables
- Phase 3: Supporting materials
- Phase 4: Variations and formats
- Phase 5: Final touches
Naming Conventions
Consistent Naming:
- Include project name
- Include phase or sequence
- Include deliverable type
- Include version if applicable
Example:
- ProjectX_Phase1_Logo_v1
- ProjectX_Phase1_ColorPalette
- ProjectX_Phase2_Homepage
- ProjectX_Phase2_AboutPage
Dependencies
Managing Dependencies:
- Note which requests depend on others
- Submit in logical order
- Wait for approval before next phase
- Communicate dependencies to PM
Example:
- Logo must be approved first
- Then brand guidelines
- Then marketing materials
- Then website design
Time-Saving Strategies
Preparation
Before Submitting:
- Gather all assets
- Write all descriptions
- Organize files
- Review requirements
- Check for completeness
Standardization
Create Standards:
- File naming conventions
- Folder structures
- Request formats
- Delivery specifications
- Quality checklists
Automation
Automate Where Possible:
- Use templates
- Clone similar requests
- Batch similar tasks
- Use saved descriptions
- Reuse asset libraries
Best Practices
Clear Communication
For Multiple Requests:
- Number requests clearly
- Indicate total count ("1 of 5")
- Specify priorities
- Note dependencies
- Provide context
File Organization
Organize Files:
- Create folders by project
- Use clear file names
- Include version numbers
- Separate source and exports
- Archive completed work
Quality Control
Review Process:
- Review each deliverable
- Check against requirements
- Verify consistency across set
- Test all formats
- Approve systematically
Common Scenarios
Scenario 1: Social Media Campaign
Need: 20 social media posts
Approach:
- Create template for posts
- Submit as single request with all 20
- Or submit in batches of 5
- Provide all copy and assets upfront
- Specify posting schedule
- Review all together for consistency
Scenario 2: Website Redesign
Need: 15 page designs
Approach:
- Phase 1: Homepage (get approved first)
- Phase 2: Key pages (5 pages)
- Phase 3: Secondary pages (5 pages)
- Phase 4: Utility pages (4 pages)
- Submit each phase separately
- Use homepage as template for others
Scenario 3: Product Launch
Need: Multiple marketing materials
Approach:
- Request 1: Product images
- Request 2: Landing page
- Request 3: Email templates
- Request 4: Social media graphics
- Request 5: Ad banners
- Submit in priority order
- Maintain brand consistency
Scenario 4: Monthly Recurring
Need: Same requests every month
Approach:
- Create template for monthly request
- Clone previous month's request
- Update with new content/data
- Submit at beginning of month
- Establish routine
Advanced Tips
Parallel Processing
If Your Plan Allows:
- Submit multiple requests simultaneously
- Different designers work in parallel
- Faster completion
- Check your plan limits
Priority Management
Indicate Priorities:
- Mark urgent requests
- Specify deadlines
- Communicate with PM
- Submit high-priority first
Feedback Consolidation
For Multiple Items:
- Review all together
- Consolidate feedback
- Submit all revisions at once
- Maintain consistency
Tools and Resources
Project Management
Recommended Tools:
- Trello or Asana (task management)
- Google Sheets (tracking)
- Notion (documentation)
- Airtable (database)
File Management
Organization Tools:
- Google Drive (cloud storage)
- Dropbox (file sharing)
- Organized folder structure
- Clear naming conventions
Templates
Create Library Of:
- Request templates
- Brief templates
- Feedback templates
- Approval checklists
Measuring Efficiency
Track Metrics
Monitor:
- Time to submit requests
- Number of revisions needed
- Time to approval
- Requests per month
- Template usage
Continuous Improvement
Optimize Over Time:
- Refine templates
- Improve processes
- Learn from patterns
- Streamline workflow
- Reduce friction
Common Questions
Q: Can I submit multiple requests at once?
A: Yes, submit as many as needed. Processed based on your plan limits.
Q: Should I submit 10 items as one request or 10 separate requests?
A: Depends. If related and same style, one request. If different, separate requests.
Q: How do I clone a request?
A: Click "Clone" or "Duplicate" button on existing request.
Q: Can I create request templates?
A: Yes, save common request formats for reuse.
Q: How do I organize multiple projects?
A: Use tags, clear naming, and folder organization.
Q: Can I prioritize certain requests?
A: Yes, indicate priority and communicate with PM.
Q: What if I have 50 similar items?
A: Use template, submit in batches, or as single request with all items.
Q: How do I track progress on multiple requests?
A: Use dashboard filters, tags, and status tracking.
Q: Can I batch approve multiple items?
A: Review and approve each individually for quality control.
Q: What's the best way to handle recurring monthly requests?
A: Clone previous month's request and update with new content.
Getting Started
Quick Start
- Identify your common request types
- Create templates for each
- Establish naming conventions
- Set up organization system
- Start using templates
- Refine over time
Need Help?
Contact your project manager or support@thrivepix.com for assistance with bulk request management.