Onboarding with AgencyMax | Sketchdeck

 
 

Step 1

Accept the invitation to join AgencyMax | SketchDeck via the email link provided by AgencyMax

Step 2

In your Projects tab, navigate to the relevant project to view information. You may upload your company's files in the Files tab. For example, existing brand logos, guidelines, colors, fonts.

 
 

 

Resources

AgencyMax | Sketchdeck features

 

Review Project Status

You will be notified that the project is ready to review, and will receive an in-app notification and an email (if you have email notifications turned on). The overview on the project also says that the project is ready to review.

When you open a project, in the PREVIEW of a project, you will receive a friendly message that you can leave PINS on a project.

 

Feedback

There are several methods to submit feedback on a project. You can add Pins and/or “Chat" (communicate) directly with the creative team.

Send it back to DBC's Designer(s) to continue work or approve that a project is complete.

Pins

Pinning is used within the Preview tab to collaborate on designs across team members. With pinning, users can mark up designs, pin notes to specific sections, and comment.

To mark up designs, click on the dropdown at the top right of the screen and switch to Pinning mode.

Add pins by clicking on the design in the area you want to indicate. Clicking will open a small popup with options to comment, adding shapes, and link. With pins, you can mark up specific parts of a design.

 

Collaborate Directly with the Creative Team

The project Chat tab is a central location for all general project communications. You can include direct project feedback or ask questions. You will receive an email and an in-app notification on any project chat.

 

How To View and Download Your Project

Overview

The project Overview tab shows overview information for a project like current tasks and project details, including timelines, owners and more.

Preview

The project Preview tab is where you can view uploaded designs. Users in agency and client teams can upload, view, edit, and comment on designs with pins.

 

Files

The Files tab contains all files and attachments shared within a project from Design and client teams in a consolidated view. You can download files in the Files tab.

Brief

The project Brief is the starting point for projects and the home for a description of what should be delivered for a project.

 

How To Complete a Project

When you've determined the project is complete, press the checkmark button to complete the project. If you press this button, you will have to confirm that the project is complete.

If you do complete the project but want to re-open it, the banner at the top of the screen is available on any project to re-open it.