By creating templates in Oroson, you can standardize processes and save time when creating new projects. Once you create the template, you can have your entire team begin improving feedback workflows with repeatable processes.

Benefits of Templates

  • Save Time - By having pre-added notes with instructions, your team can cut down on client emails that explain what to do in each step in Oroson.

  • Avoid Repetition - Instead of continuously setting up the same project over and over again, you can easily use a template and begin a new project.

  • Create Standardization - Get your entire team on the same page with workflows that are tried and proven to improve feedback loops.

Customizable Templates

By using templates, you can:

  • Customize the look of the project by adding color, logos, and a cover photo

  • Create sections that your team knows to follow to get the job done efficiently

  • Add sticky notes to give clients or teammates instructions

Common Templates:

Client facing teams usually give feedback on assets internally and then send the approved version to a client for them to review. Oroson has you covered when creating templates to be shared both internally and externally.

External (Client Facing) Templates:

When creating a template for clients, it is important to give the project an easy to understand name, clearly marked sections, branding, and information on how to use the tool.

Common names include:

  • Client Name <> Your Company Name

  • Client Name

  • Project Title

  • Client Name: Project Title

The most common sections include:

  • Brief

  • Needs Reviewed

  • Approved

  • Rejected (if applicable)

You can get creative with your sections and tailor it for specific groups that need to review. For instance, if you’re sharing with a client that does a marketing review and then a legal review, you can create two sections for both.

Branding:

In Oroson, we provide a completely customizable experience so it’s up to you whether you want to tailor each project to fit your company’s branding or your client. But if you’re using a template, you may want to standardize parts of the experience including:

  • Logo (color or image)

  • Cover background (color or image)

  • Font colors

  • Background colors

  • Project layout (columns or rows)

Add Extra Details with Notes:

  • Give Instructions: You can add instructions to the beginning of each section, so when your clients enter Oroson for the first time they know what to do

  • Let them know there are options: When adding notes, you can ‘call out’ options and let your clients know that they can always alter something.

When adding notes to the top of a section, the text will remain large so your clients will be able to see it immediately. You can decide what is important enough to be added as a note.

Internal Templates:

When creating a template for internal feedback, it is important to create standardization so your team always follows the right steps to get the project finished in a timely fashion. Similar to external projects, you will want to give the project an easy to understand name, clearly marked sections, branding, and information on what to do in each section.

Common Names Include:

  • Account Manager’s Name <> Creative’s Name

  • Account Manager’s Name: Client

  • Account Manager’s Name: Project Name

  • Account Manager’s Name: Client: Project Name

The most common sections include:

  • Brief

  • Needs Reviewed

  • Awaiting Client Feedback

  • Client Feedback

  • Approved

  • Rejected

Branding

Since this is for internal feedback, typically the project's branding will reflect your company’s guidelines. You can customize:

  • Logo (color or image)

  • Cover background (color or image)

  • Font colors

  • Background colors

  • Project layout (columns or rows)

Add Extra Details with Notes:

Ideally, your team will understand how to use Oroson so notes would be reserved more for instructions on how different sections are intended to be used.

Copying a Template:

Now that your templates are set-up and ready to be used, you can begin copying your template. To do that, follow these steps:

  1. Go to your template

  2. Select the three dots in the left hand corner

  3. Select Copy Project

  4. Give the project a name and select “Copy Project”

Let us know if you have any questions by reaching out to us on chat or emailing us at support@oroson.co! We're always happy to help!

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