{"id":11023,"date":"2017-05-05T12:30:30","date_gmt":"2017-05-05T12:30:30","guid":{"rendered":"https:\/\/www.process.st\/templates\/logo-design-process\/"},"modified":"2024-02-28T19:48:38","modified_gmt":"2024-02-28T19:48:38","slug":"logo-design-process","status":"publish","type":"post","link":"https:\/\/www.process.st\/templates\/logo-design-process\/","title":{"rendered":"Logo Design Process"},"content":{"rendered":"<section id=\"introduction-to-the-logo-design-process\">\n<h2>Introduction to the Logo Design Process<\/h2>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n464wqceqpQeCXJxsyNL0g.png\" alt=\"Logo Design Process\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/n464wqceqpQeCXJxsyNL0g.png\"> <\/a><figcaption>\n     Logo Design Process<br \/>\n<\/figcaption><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Throughout this logo design process, <strong>the designer will present work and the client will approve and provide feedback.&nbsp;<\/strong><\/p>\n<p>Each task after the initial briefing <a href=\"https:\/\/www.process.st\/run-a-meeting\/\" rel=\"nofollow noopener\" target=\"_blank\">meeting<\/a> is meant to be completed by either the designer or the client. When you run this checklist for the first time, you can go onto each task and <strong>assign that task to the relevant person.&nbsp;<\/strong><\/p>\n<p>You can even use the \"Due after\" option for each task to <strong>set deadlines for when deliverables are required<\/strong>. This will provide <a href=\"https:\/\/www.process.st\/task-automation-tools\/\" rel=\"nofollow noopener\" target=\"_blank\">automated<\/a> notifications to the assignee when their task is due.&nbsp;<\/p>\n<p>If you ever need to consult the other person, you can tag them in a comment on their task to ask them specific&nbsp;questions about their work or feedback.&nbsp;<\/p>\n<p>As you work through the process, you should <strong>upload work and feedback into the form fields provided<\/strong>. This means that all information relevant to the project is stored in one place and timestamped for when it was completed.&nbsp;<\/p>\n<p>Move on to Task 2 and get started or watch this little video below if it is your first time going through a logo design process.<\/p>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/4iCls8pCKG8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Advanced Logo Design Process - Will Paterson<\/div>\n<\/div>\n<\/section>\n<section id=\"record-client-details\">\n<h2>Record client details<\/h2>\n<div class=\"text-content\">\n<p>Use this space to record important contact information for future reference.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Name <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Company <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"text-content\">\n<p>Each design step will need to be reviewed and approved by the relevant team member for the completion of this logo design process template. Take the time to fill out the details below.<\/p>\n<\/div>\n<div class=\"text-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Design approver (full name) <\/label><br \/>\n<input type=\"text\" placeholder=\"Something will be typed here...\" disabled=\"\" class=\"form-control\"><\/div>\n<\/div>\n<\/section>\n<section id=\"hold-a-briefing-meeting\">\n<h2>Hold a briefing meeting<\/h2>\n<div class=\"text-content\">\n<p>The first step to any design process is to<strong> hold a meeting to discuss the brief.&nbsp;<\/strong><\/p>\n<p>This should make clear the scope of the project, the deliverables, and the direction the process will take.&nbsp;<\/p>\n<p><strong>You can use the subchecklist below<\/strong> to set a rough agenda for topics which need to be covered in this meeting.&nbsp;<\/p>\n<p>Record the information for each point <strong>in its corresponding form field<\/strong> beneath the subchecklist.<\/p>\n<\/div>\n<div class=\"multi-select-content form-field-content\">\n<ul class=\"items\">\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       1<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Determine how the logo going to be used most often<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       2<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Work out the short and long term aims of the company<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       3<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Discuss the company's core products or services<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       4<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Define the target audience<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       5<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Understand all the necessary deliverables<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       6<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Review any existing company branding<\/div>\n<\/li>\n<li class=\"item\">\n<div class=\"step-number-container\">\n<div class=\"step-number\">\n       7<\/div>\n<\/div>\n<div class=\"step-checkbox-container\">\n<div class=\"step-checkbox\"><\/div>\n<\/div>\n<div class=\"item-name-static\">\n      Discuss other logos which can be used for inspiration<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<div class=\"date-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Date of the meeting <\/label><\/p>\n<div class=\"date-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-calendar btn-icon\"><\/i> Date will be set here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> How is the logo going to be normally employed? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the short term and long term aims of the company? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> What are the company's core products or services and what is their point of differentiation? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Who is the company's target demographic? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Are there any existing branding strategies to consider? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> If applicable, upload existing branding materials here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Which other logos would serve as inspiration for this project? <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Inspiration logo 3 <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"design-prepare-research-to-inspire-the-logo-creation\">\n<h2>Design: Prepare research to inspire the logo creation<\/h2>\n<div class=\"text-content\">\n<p><strong>Research is vitally important to the ideation process<\/strong>.&nbsp;<\/p>\n<p>Use this period to research the industry, competition, and trends which could inform the logo design.<\/p>\n<p>How the logo might appear could be inspired by the nature of the products or services the company offer. A small legal business may choose to prioritize a <a href=\"https:\/\/www.process.st\/startup-branding\/\" rel=\"nofollow noopener\" target=\"_blank\">traditional logo<\/a> which inspires trust and reputation. A startup working in the social sphere may want something more eye-catching and playful.&nbsp;<\/p>\n<p>Formulate your research and <strong>prepare a short document<\/strong> which outlines what you have taken into consideration and what your key takeaways are.<\/p>\n<p><strong>Upload the document using the form field below<\/strong>.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Research report <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"approval\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Design: Prepare research to inspire the logo creation<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"client-review-the-research-report-and-provide-your-feedback\">\n<h2>Client: Review the research report and provide your feedback<\/h2>\n<div class=\"text-content\">\n<p>In step 3, the designer has uploaded a research report outlining key considerations which can underpin the design process.&nbsp;<\/p>\n<p>Read the report and <strong>deliver your feedback on the conclusions drawn<\/strong>.&nbsp;<\/p>\n<p>You can <strong>use the form fields below<\/strong> to share your opinions, or you can <strong>use the file upload<\/strong> if you wish to send back a more in-depth long form&nbsp;response.&nbsp;<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Feedback on the research report <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> If applicable, upload your feedback here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"design-conceptualize-different-logo-options\">\n<h2>Design: Conceptualize different logo options<\/h2>\n<div class=\"text-content\">\n<p>Every designer works in a different way, but a common approach to logo design is to <strong>sketch out with paper and pencil a range of potential ideas<\/strong>.&nbsp;<\/p>\n<p>This could be 5 potential ideas or 15. How many you choose to play with and construct depends on your style of work.&nbsp;<\/p>\n<p>Sketch out your logo ideas and <strong>upload them in the file upload box below<\/strong>. Then use the form field to provide accompanying notes.&nbsp;<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Initial sketches for the logo <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Notes on potential logo designs <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/dz_ID3XKJOo?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Sketching Logos in Thumbnails: Logo Design Course - Good Creative Academy<\/div>\n<\/div>\n<\/section>\n<section id=\"approval-2\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Design: Conceptualize different logo options<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"client-review-the-initial-logo-ideas\">\n<h2>Client: Review the initial logo ideas<\/h2>\n<div class=\"text-content\">\n<p>It is important to remember that these are only initial concepts. <strong>Do not expect fully finished logos at this stage.&nbsp;<\/strong><\/p>\n<p>How best to judge a logo is difficult, but it has to be appropriate for your demographic and be something you're proud to have representing your company.&nbsp;<\/p>\n<p>Review the options uploaded in task 5 along with the designer's notes and <strong>provide your feedback below.<\/strong><\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Feedback on the logo concepts <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload longer feedback or relevant files here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"design-draft-your-final-concept-proposals\">\n<h2>Design: Draft your final concept proposals<\/h2>\n<div class=\"text-content\">\n<p>Once you have reviewed the feedback left by the client in task 6, you can begin to determine what logos will make it into your final offering.&nbsp;<\/p>\n<p><strong>Pick about 5 logo options<\/strong> which the client liked or may like and design them professionally within your design software.&nbsp;<\/p>\n<p>Consider providing multiple iterations of each option where <strong>color, typeface, kerning, and icon have slight variants.&nbsp;<\/strong><\/p>\n<p><strong>Compile all these logos into a document for review<\/strong> and upload it below with any accompanying notes.<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload your final concepts <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Leave notes on your final concepts <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"video-content\">\n<div class=\"iframe-container\">\n   <iframe src=\"https:\/\/www.youtube.com\/embed\/f0jKMqppgh8?modestbranding=1&amp;showinfo=0\" frameborder=\"0\" allowfullscreen=\"true\"> <\/iframe><\/div>\n<div class=\"description\">\n    Illustrator 2017: Logo Design Process - Mila<\/div>\n<\/div>\n<\/section>\n<section id=\"approval-3\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Design: Draft your final concept proposals<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"client-review-the-final-concepts\">\n<h2>Client: Review the final concepts<\/h2>\n<div class=\"text-content\">\n<p>These concepts should now begin to look like the company logo you're hoping for.&nbsp;<\/p>\n<p><strong>Review the different styles<\/strong> and think carefully about the fonts and colors used across each.&nbsp;<\/p>\n<p>Show the logo options to others to <strong>gain their feedback before picking a final design<\/strong> to go with.&nbsp;<\/p>\n<p>You can <strong>use the email widget below<\/strong> to send the designs to colleagues.<\/p>\n<\/div>\n<div class=\"text-content\">\n<p>Use the form fields below to record your feedback and that of any others you have consulted.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Feedback on final concepts <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload longer feedback if applicable <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"design-finalize-the-concept-and-deliver-the-materials\">\n<h2>Design: Finalize the concept and deliver the materials<\/h2>\n<div class=\"text-content\">\n<p><strong>Review the feedback given in task 8<\/strong>. This feedback should leave you ready to finalize the logo and prepare it in different sizes and styles.<\/p>\n<p>It is important to deliver a full logo along with a smaller logo icon and any other agreed materials such as letterheads.&nbsp;<\/p>\n<p><strong>Upload the design files and image files below<\/strong> to give the client a range of formats.&nbsp;<\/p>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the PSDs here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<div class=\"file-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Upload the logo in JPG or PNG here <\/label><\/p>\n<div class=\"file-container\">\n    <button type=\"button\" disabled=\"\" class=\"btn btn-default\"> <i class=\"fa fa-upload btn-icon\"><\/i> File will be uploaded here <\/button><\/div>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"approval-4\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Design: Finalize the concept and deliver the materials<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"client-review-the-final-logo-and-give-approval\">\n<h2>Client: Review the final logo and give approval<\/h2>\n<div class=\"text-content\">\n<p>Review the images and files uploaded in task number 9 and <strong>check that all required deliverables are present.&nbsp;<\/strong><\/p>\n<p>If these are approved, <strong>confirm this task<\/strong>. If not, record feedback in the form field below.<\/p>\n<\/div>\n<div class=\"textarea-field-content form-field-content\">\n<div class=\"form-group\">\n   <label> Feedback on deliverables <\/label><br \/>\n<textarea placeholder=\"Something will be typed here...\" rows=\"3\" disabled=\"\" class=\"form-control\"><\/textarea><\/div>\n<\/div>\n<\/section>\n<section id=\"design-generate-invoice\">\n<h2>Design: Generate invoice<\/h2>\n<div class=\"text-content\">\n<p><strong>Congratulations on a successful design project.<\/strong>&nbsp;<\/p>\n<p>The designer can use the <a href=\"https:\/\/www.process.st\/templates\/creating-an-invoice\/\" rel=\"nofollow noopener\" target=\"_blank\">Process Street invoice generator template<\/a> to send their invoice to the client.&nbsp;<\/p>\n<p>This invoice can be<strong> sent automatically from this checklist<\/strong> by clicking to complete the task.&nbsp;<\/p>\n<p>You can use <a href=\"http:\/\/zapier.com\/\" rel=\"nofollow noopener\" target=\"_blank\">Zapier<\/a> to connect this task in this template to your invoice so that you can automate the sending process.&nbsp;<\/p>\n<p>In Zapier, select \"Make a Zap\" and search for Process Street. It will prompt you to create a trigger - select \"New Task Checked\". It should then prompt you to connect your Process Street account to your Zapier one. You simply follow the link <strong>Settings &amp; API tab of the organization manager&nbsp;<\/strong>on the pop-up.<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gJCG-0KBhfL5bS02K7BOTA.png\" alt=\"Design: Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/gJCG-0KBhfL5bS02K7BOTA.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>Follow the steps provided by Zapier and it should connect the two accounts together. From here it will let you search for the template you want to run the Zap from, and choose the task you want to hook it up to.&nbsp;<\/p>\n<\/div>\n<div class=\"image-content\">\n<figure>\n   <a href=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sRud6yYBj6K9MFay8YVJTg.png\" alt=\"Design: Generate invoice\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/www.process.st\/templates\/wp-content\/uploads\/2024\/02\/sRud6yYBj6K9MFay8YVJTg.png\"> <\/a><\/figure>\n<\/div>\n<div class=\"text-content\">\n<p>After you've selected those options you can test that step and <strong>your trigger should be set.&nbsp;<\/strong><\/p>\n<p>Next, you can create the action to be initiated by your trigger. You can use a third party system like <strong>WebMerge or you can use Zapier's built-in email service<\/strong> to generate HTML emails. Either of these solutions can be used to generate and send your invoice.<\/p>\n<p>To read more about these steps and how to create the invoice <a href=\"https:\/\/www.process.st\/invoice-generator\/\" rel=\"nofollow noopener\" target=\"_blank\">check out this article<\/a>.&nbsp;<\/p>\n<\/div>\n<\/section>\n<section id=\"approval-5\">\n<h2>Approval:<\/h2>\n<div class=\"approval-content\">\n<div class=\"header\">\n<div class=\"list-title\">\n    Will be submitted for approval:<\/div>\n<\/div>\n<div class=\"approval-rule-subject-tasks-list\">\n<ul class=\"list\">\n<li>\n<div class=\"approval-rule-subject-tasks-list-item\">\n<div class=\"item\">\n<div class=\"container\">\n        <span class=\"title\">Design: Generate invoice<\/span><\/p>\n<div class=\"body\">\n         Will be submitted<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/section>\n<section id=\"related-checklists\">\n<h2>Related Checklists:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"https:\/\/www.process.st\/templates\/web-design-process\" rel=\"nofollow\">Web Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/ux-design-process\" rel=\"nofollow\">UX Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/brand-identity-design\" rel=\"nofollow\">Brand Identity Design<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/header-design-process\" rel=\"nofollow\">Header Design<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/engineering-design-process\" rel=\"nofollow\">Engineering Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/graphic-design-process\" rel=\"nofollow\">Graphic Design Process<\/a><\/li>\n<li><a href=\"https:\/\/www.process.st\/templates\/logo-design-process\" rel=\"nofollow\">Logo Design Process<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n<section id=\"sources\">\n<h2>Sources:<\/h2>\n<div class=\"text-content\">\n<ul>\n<li><a href=\"http:\/\/www.creativebloq.com\/logo-design\/get-started-7112864\" rel=\"nofollow noopener\" target=\"_blank\">Get started with logo design: 10-step guide | Creative Bloq<\/a><\/li>\n<li><a href=\"http:\/\/justcreative.com\/2009\/02\/04\/the-logo-design-process-from-start-to-finish\/\" rel=\"nofollow noopener\" target=\"_blank\">The Logo Design Process From Start To Finish | JUST\u2122 Creative<\/a><\/li>\n<li><a href=\"https:\/\/blog.hubspot.com\/marketing\/creating-logos-design-process\" rel=\"nofollow noopener\" target=\"_blank\">How to Create a Logo: Designers Give a Look Inside Their Process<\/a><\/li>\n<li><a href=\"https:\/\/99designs.com\/blog\/tips\/logo-design-process-how-professionals-do-it\" rel=\"nofollow noopener\" target=\"_blank\">Logo design process: how professionals do it - - 99Designs<\/a><\/li>\n<li><a href=\"https:\/\/www.bluefountainmedia.com\/blog\/logo-design-process-guide\/\" rel=\"nofollow noopener\" target=\"_blank\">The Logo Design Process: A Complete Guide for Your Business | BFM<\/a><\/li>\n<\/ul>\n<\/div>\n<\/section>\n","protected":false},"excerpt":{"rendered":"<p>Introduction to the Logo Design Process Logo Design Process Throughout this logo design process, the designer will present work and the client will approve and provide feedback.&nbsp; Each task after the initial briefing meeting is meant to be completed by either the designer or the client. When you run this checklist for the first time, [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":11024,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ep_exclude_from_search":false,"cover_icon_emoji":"","cover_icon_url":"","tasks_count":"19","template_description":"Run this checklist to co-ordinate the logo design process between a designer and client, making sure deliverables and feedback are stored in one place","template_id":"lPQQnwN2n1Sxdc0OjHdJ8Q","task_0":"Introduction to the Logo Design Process","task_slug_0":"introduction-to-the-logo-design-process","task_1":"Record client details","task_slug_1":"record-client-details","task_2":"Hold a briefing meeting","task_slug_2":"hold-a-briefing-meeting","task_3":"Design: Prepare research to inspire the logo creation","task_slug_3":"design-prepare-research-to-inspire-the-logo-creation","task_4":"Approval:","task_slug_4":"approval","task_5":"Client: Review the research report and provide your feedback","task_slug_5":"client-review-the-research-report-and-provide-your-feedback","task_6":"Design: Conceptualize different logo options","task_slug_6":"design-conceptualize-different-logo-options","task_7":"Approval:","task_slug_7":"approval-2","task_8":"Client: Review the initial logo ideas","task_slug_8":"client-review-the-initial-logo-ideas","task_9":"Design: Draft your final concept proposals","task_slug_9":"design-draft-your-final-concept-proposals","task_10":"Approval:","task_slug_10":"approval-3","task_11":"Client: Review the final concepts","task_slug_11":"client-review-the-final-concepts","task_12":"Design: Finalize the concept and deliver the materials","task_slug_12":"design-finalize-the-concept-and-deliver-the-materials","task_13":"Approval:","task_slug_13":"approval-4","task_14":"Client: Review the final logo and give approval","task_slug_14":"client-review-the-final-logo-and-give-approval","task_15":"Design: Generate invoice","task_slug_15":"design-generate-invoice","task_16":"Approval:","task_slug_16":"approval-5","task_17":"Related Checklists:","task_slug_17":"related-checklists","task_18":"Sources:","task_slug_18":"sources","task_19":"","task_slug_19":"","task_20":"","task_slug_20":"","task_21":"","task_slug_21":"","task_22":"","task_slug_22":"","task_23":"","task_slug_23":"","task_24":"","task_slug_24":"","task_25":"","task_slug_25":"","task_26":"","task_slug_26":"","task_27":"","task_slug_27":"","task_28":"","task_slug_28":"","task_29":"","task_slug_29":"","task_30":"","task_slug_30":"","task_31":"","task_slug_31":"","task_32":"","task_slug_32":"","task_33":"","task_slug_33":"","task_34":"","task_slug_34":"","task_35":"","task_slug_35":"","task_36":"","task_slug_36":"","task_37":"","task_slug_37":"","task_38":"","task_slug_38":"","task_39":"","task_slug_39":"","task_40":"","task_slug_40":"","task_41":"","task_slug_41":"","task_42":"","task_slug_42":"","task_43":"","task_slug_43":"","task_44":"","task_slug_44":"","task_45":"","task_slug_45":"","task_46":"","task_slug_46":"","task_47":"","task_slug_47":"","task_48":"","task_slug_48":"","task_49":"","task_slug_49":"","task_50":"","task_slug_50":"","task_51":"","task_slug_51":"","task_52":"","task_slug_52":"","task_53":"","task_slug_53":"","task_54":"","task_slug_54":"","task_55":"","task_slug_55":"","task_56":"","task_slug_56":"","task_57":"","task_slug_57":"","task_58":"","task_slug_58":"","task_59":"","task_slug_59":"","task_60":"","task_slug_60":"","task_61":"","task_slug_61":"","task_62":"","task_slug_62":"","task_63":"","task_slug_63":"","task_64":"","task_slug_64":"","task_65":"","task_slug_65":"","task_66":"","task_slug_66":"","task_67":"","task_slug_67":"","task_68":"","task_slug_68":"","task_69":"","task_slug_69":"","task_70":"","task_slug_70":"","task_71":"","task_slug_71":"","task_72":"","task_slug_72":"","task_73":"","task_slug_73":"","task_74":"","task_slug_74":"","task_75":"","task_slug_75":"","task_76":"","task_slug_76":"","task_77":"","task_slug_77":"","task_78":"","task_slug_78":"","task_79":"","task_slug_79":"","task_80":"","task_slug_80":"","task_81":"","task_slug_81":"","task_82":"","task_slug_82":"","task_83":"","task_slug_83":"","task_84":"","task_slug_84":"","task_85":"","task_slug_85":"","task_86":"","task_slug_86":"","task_87":"","task_slug_87":"","task_88":"","task_slug_88":"","task_89":"","task_slug_89":"","task_90":"","task_slug_90":"","task_91":"","task_slug_91":"","task_92":"","task_slug_92":"","task_93":"","task_slug_93":"","task_94":"","task_slug_94":"","task_95":"","task_slug_95":"","task_96":"","task_slug_96":"","task_97":"","task_slug_97":"","task_98":"","task_slug_98":"","task_99":"","task_slug_99":"","footnotes":""},"categories":[40,5],"tags":[],"class_list":["post-11023","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-design","category-featured"],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/11023","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/comments?post=11023"}],"version-history":[{"count":0,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/posts\/11023\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media\/11024"}],"wp:attachment":[{"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/media?parent=11023"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/categories?post=11023"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.process.st\/templates\/wp-json\/wp\/v2\/tags?post=11023"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}