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preamble: we think we're pretty good developers, but we're definitely not perfect in english - so please be gracious

27.04.2015

Using pageplanr as a documentation tool of the layout process

As a graphic designer you probably have to document the production process in some way - if you're an inhouse designer and even more if you're a freelancer / contractor. Let's be frank, there are often times where you have to argue why something took so long, why costs got so high or why the resulting design is like it is. And you're lost if you don't have a documentation of some sort that you can turn to and make your point.

It's so helpful if you can just hand over your documentation and say "see? that's why!".

In the last twenty years as a design studio we made this experience over and over again. And there is no one to blame, that's just how it is. What we learned from it is simply that you have to be prepared. A good documentation of the whole layout process not only helps you to win any argument, it rather helps you to avoid any arguments in the first place.

Over the years we tried lots of different tools and systems for our documenting, but none were really satisfying. It started with plain ol' paper, then Excel sheets, Filemaker databases, up to some professional - and very expensive - software solutions. Then we developped our own little system, which grew and grew - and finally became pageplanr.

Use posts to document steps

You can use the messenger of pageplanr to quickly add notes to the project you're working on. So after a chat with your client on the phone, where she made some decisions on certain layouts, you drop a short description of those decisions into the message bar and hit enter - done! You may even select the corresponding pages first, so your note gets tied to those pages.

That's not only the quickest way to inform any team members about the decisions made, but it is a nice and fast documentation as well.  And if four weeks later anybody wonders why in the world the layout has this fancy font you simply head over to the project timeline andyou'll have all the answers at your hand.

So even if you're not working in a team, the message bar of pageplanr is one of your best friends!