New requirement and Excel import

You can ask the design team for new work, the same way coordinators do.

Ask for one design (New Requirement)

1. Click New Requirement in the menu on the left.

   

   

2. The Create Requirement form opens.

   

3. Fill in the form from top to bottom:

   1. Title: a short name for the work.
   2. Company: click the box and tick the company.
   3. Platforms: click where the design will be used. For Facebook, Instagram, YouTube, LinkedIn, X or Pinterest, click Social Media first, then the platform.
   4. Content Types: click each kind of design you need, for example Reel or Post.
   5. Auto-Populated Specs: just check them. The system fills in the size and file kind.
   6. Visuals (optional): how it should look.
   7. Content (must fill in): the words and message.
   8. Captions (optional): the text to post with the design.
   9. Attachments & Links (optional): add a file, or type a Link name and URL and click Add.
   10. Deadline (must fill in): the last day. To Be Posted On (optional): the posting day.
4. Click Create Requirement at the bottom.
5. A window shows everything. Check it, then click Confirm & Create.
6. Your new work appears on the Board as Unassigned.

Tip

One requirement is made for each type you chose. A Reel and a Post become 2 requirements.

Ask for many designs at once (Import from Excel)

1. Click Import from Excel in the menu.

   

   

2. Click Download Template to get an empty spreadsheet.

   

3. Open the spreadsheet in Excel. Fill one row for each piece of work:

   • Title and Content must be filled in.
   • In the column of the platform (for example Meta), type the kinds of design, with commas. For example Story, Post.
   • Dates are written like 2026-10-14 (year-month-day).
4. Save the spreadsheet.
5. On the page, under Step 1, choose the Company.
6. Under Step 2, click the grey box and choose your spreadsheet.
7. Under Step 3, check the list. Red Error rows will be skipped.
8. Click Import ... Requirements. You will see Import Complete.