Making a design request

• Access tasks: go to the main menu, and select the "Tasks" option.

• Creating new task: click on the "new task" button.

• Selecting task type: choose the "design request" option, and then click on "start".

Screenshot of the task tab

A window will open up, which will allow for you to choose between two options:

Once selected the task's status, you will have to fill in its data:

Task's details:

• Name: give it a brief name (60 characters maximum).

• Due date: set a deadline for the task.

• Project: associate the task to a new project, or an existing one.

Roles:

• Creator: person responsible for starting the design request.

• Owner: who approves the task or requests changes.

• Asignee: designer in charge of the graphical edition in Adobe Illustrator's document.

• Reviewer: user responsible of reviewing and approving documents.

Details:

Briefly explains the task to be done. This content will not be controlled automatically.

Documents:

• Documents to be modified/reviewed: place here those documents that you wish to modify and/or review.

• Reference documents: you can attach existing documents as a reference.

• Sorting (creation of a new document): only available for design tasks. Specify a sorting model for a new document. The document's sorting will determine which rules will be applied to it. In case no rules are associated, nothing will be applied.

• Control: Control is defined by the document's sorting or by the task's content. These are run automatically upon saving the document.

  • Rules: Rules are applied according to the clasifying values defined in Sorting (creation of a new document).

  

  • Content: It defines the text or image contents that must be included and controlled in the design. These can be sorted by groups. In the case of text content, the format and minimum height can be defined (in millimeters) in order for the system to control its right application. In the case of image contents, the system will make sure of controlling it is included in the design.

• Nutritional table: Select a table model, and finally upload the data from an Excel file. The software will automatically load the data.

• Find and replace content: Specify the text you wish to look for, and the text you wish to replace it for, and MoonDesk will automatically carry the change out.

• Once all details have been completed, click in the "save" button in the upper right corner.

• The task will be notified to the assigned designer for it to be carried out.

Detailed process of a task:

1. Task start: Create a new design request from the "Tasks" menu.

2. Task details: Provide detailed information about the task, including assigned roles, attached files and additional content.

3. Saving the task: Finish and save the task in order for the assigned designer to be able to start working on it.

Design Request activities graph.