Welcome's integration with Adobe Creative Cloud lets you collaborate seamlessly with designers creating assets in Adobe apps.
Welcome users can send tasks directly to the creative team in Photoshop, Illustrator, InDesign and Premiere Pro, where the designers receive a notification of the new assignment with the necessary information (e.g. description, due date, and so on). From there, the two systems are synchronized (sharing updates, comments and edits) until the final asset is pushed to Welcome for final use and distribution.
In this article, you will learn how to:
- Set up the integration
- Send tasks to Adobe users
- Review creative assets
- Configure your existing workflows
- Setup and get started
- Raise requests to Adobe users
- Review creative assets
- Use the plugin with Adobe Creative Cloud
- Add creative requests to your existing workflows
Setup and get started
Enable the integration
Your Adobe users need to exist as Welcome users with collaborator permissions or higher to fully use the integration with Welcome.
Enabling the integration creates a number of example items that let you use the integration from the start. Creative Cloud Asset Request workflow and an external system of Adobe Creative Cloud are automatically created for you.
You can install the plug-in for Illustrator, InDesign and Premiere Pro through the Adobe Exchange (CEP). The Photoshop plug-in is on the Adobe Exchange (UXP). After a user authenticates with Welcome from the plug-in, the integration is configured.
The example workflow lets you immediately start requesting creative assets from your Adobe users. After enabling the integration, create a task and select the workflow Creative Cloud Asset Request.
There are three steps, as detailed below:
- Add Brief – Supply information and tagging to your task.
- Create Assets – This step is sent to your creative team, letting them update statuses and upload assets that they create.
- Review Assets – Review the assets that have been uploaded. You can send the task back to the Create Assets step from here, to send feedback.
Raising requests to Adobe users
To cover the use of creative work, here are the steps in the example workflow.
- Create a task with workflow called Creative Cloud Asset Request.
- After adding information such as your brief and tagging, edit the Create Assets step description and add your instruction for the Creative Cloud user. This will be the first detail they see.
Your request is processed to Creative cloud for a user to pick up the work.
Review creative assets
After the creative cloud user adds their assets to your task and marks their step as complete, you are alerted based on your preferred notification settings and can access to proofing and editing screen.
- Proofread the asset and add any feedback.
- Send your step back to the CC user.
- Repeat this process until the assets are complete.
Using the plug-in within Adobe Creative Cloud
After installing the plugin you can find it available under the plug-ins or extensions menus in each app (Photoshop, illustrator, InDesign or Premiere Pro).
Authenticate the account
Log in to your Welcome account. You will need to have a role of collaborator or above to authenticate with your account.
Manage the task List
This screen shows you the current creative requests and has two sections: My Tasks and Unassigned. When you assign yourself to a task, it appears in My Tasks.
Work with a task
Interactions are carried out from this screen.
- The description provides an overview of the request.
- Click See Task Brief to go to the full brief within Welcome.
- Click Assign to Me to assign yourself to the task.
- Alter the status to In progress when you begin the work.
The plug-in lets you browse your file system to upload assets directly to Welcome by clicking New Asset. After you upload your assets, you can change the status to Complete, which removes the task from your task list. If the reviewer sends you feedback on the task, it appears in your task list again with a status of Changes requested.
Review feedback and uploading new drafts
When a reviewer sends you feedback, the task is visible with a status of Changes requested. You can review all feedback and respond to comments by hovering over the asset and clicking Preview, which displays a proofing screen within Welcome where you can annotations over the asset, with the associated feedback.
After you deal with the feedback, you can upload a new asset from your active window by hovering over the thumbnail and clicking New Draft. You can now change the task status to Complete.
Add creative requests to your existing workflows
The instructions above cover how to use the Creative Cloud integration within new example workflows but you can also add creative request steps for Creative Cloud users to your existing workflows by following the steps below.
Edit your workflows and find the part where you would like to send a request for a creative to build some assets.
Click Add external step and select Adobe Creative Cloud as the external system. This acts as the communication step so you should add a description for your users to make them aware that they need to edit the description within your tasks to give instruction to Adobe users..
You should insert a standard step immediately after this to review and send back feedback to your creative team.
Questions? Contact firstname.lastname@example.org.