Social Media Content Workflow — Design Team Handoff

Following the departure of Mylene Tingson, social media graphic creation has been redistributed to the design team. This article documents the new workflow, tooling requirements, and expectations for Account Managers.

Context

Mylene previously owned social media content creation end-to-end, including graphic production in Canva. She had built out a well-organized Canva workspace with client folders and brand kits. With her departure, the design team absorbs graphic production, but AMs must now supply the context and direction that Mylene carried implicitly.

"The designers just haven't been that involved in that kind of content… it might just take a little bit more information delivered to them."
— Melissa Cusumano, Sprint Planning 2026-01-08

Workflow

AM writes detailed content brief
        ↓
Task created in ClickUp, assigned to design team
        ↓
Melissa tagged for final review before delivery

Step 1 — AM: Write a Detailed Content Brief

Account Managers are responsible for providing enough context that the design team can produce the graphic without needing to know the client deeply. A strong brief should include:

Client name and relevant brand notes (or point to the Canva brand folder)
Post objective — what action or message should this drive?
Copy / headline — the exact text to appear on the graphic, or a clear draft
Tone and visual direction — reference examples if helpful
Platform and format — e.g., Instagram square, LinkedIn banner
Due date needed for scheduling

The weaker the brief, the more revision cycles will be needed. Treat the brief as the primary deliverable from the AM side.

Step 2 — AM: Create Task in ClickUp

Assign the task to the design team (let the team self-assign to the appropriate designer; do not force-assign unless you know who handles that client)
Set realistic start and due dates reflecting when the work will actually happen, not a placeholder — this is critical for workload visibility
Attach or link the content brief within the task description

Step 3 — Design Team: Produce in Canva

Use the shared Canva team account (see ^[1]) — do not work in a personal Canva account
Navigate to the client's brand folder for logos, colors, and fonts
Produce the graphic per the brief; flag ambiguities back to the AM before guessing

Step 4 — Melissa: Final Review

AMs must tag Melissa on any creative task before it goes to the client
Melissa performs a quick review to ensure brand consistency and quality, especially while the design team is still ramping up on client context

Tooling

Canva Team Account

A shared Canva team account is being created by Mark Hope to replace individual account access. This account contains:

Client folders — organized by client, built by Mylene
Brand folders — logos, color palettes, and fonts per client

All social media graphic work should happen inside this shared account so assets remain centralized and accessible to any AM or designer who needs them.

Status: Mark to create — see action item from ^[2].

ClickUp

Social media tasks follow the same sprint/backlog rules as all other work:

If the work starts within the next two weeks → create in the current sprint
If the work starts later → place in the Company Backlog until it's time to pull it in

See ^[3] for guidance on setting accurate task dates.

Design Team Guidance

Prefer Canva over InDesign or Figma for social media graphics — the brand assets are already there and turnaround is faster
The design team is not expected to know client voice or strategy; that context must come from the AM's brief
Designers who have a preferred client relationship can self-select tasks; Melissa can help route if there's ambiguity

^[2]
^[3]
^[1]