WORKFLOWS WITH PLANMERIT TOOLS
Make the next action visible.
Example workspace: Winter product launch. The examples below are suggestions you can create manually, not preloaded templates or automatic integrations.
01Coordinate a product launch
Use a launch board with tasks for content, assets and readiness reviews. Assign owners and dates, then view the work as a table, Kanban board or calendar.
- Review product description copy
- Confirm image delivery
- Check launch-page readiness
02Review content and assets
Attach a PDF or image to a task and discuss feedback in comments. Assignment and comment notifications help the assignee, creator and participants follow the conversation.
- Attach product image references
- Record copy-review feedback
- Assign the final content update
03Track operational exceptions
Create manual follow-up tasks for an issue, set its priority and record the next action. Use separate boards for launch preparation and fulfillment follow-ups.
- Investigate a delayed packaging delivery
- Confirm the resolution of a carrier issue
- Record a returns-process improvement