Use names that distinguish the actual job
Choose a project name that identifies the client or internal team, occasion and planning period without exposing unnecessary personal details. “Partner meeting, November, 120 sets” is more informative than “new gifts.” Keep the chosen option, unresolved questions and next action clear in the working brief. Do not assume the studio provides a particular folder, role or approval system unless you see that capability; a consistent naming convention can already reduce confusion.
Resume by checking the current state
When reopening a saved project, review the audience, quantities, selected products, packaging status and last requested revision. Projects are saved on the service, while this browser keeps your private access. Save the private access file before clearing browser data, or import it on another device; keep it private because it opens your projects and chats. A downloaded PDF is a review copy, not a backup of the editable project or its access. Saving does not reserve stock or freeze prices, so reconfirm commercial details before purchasing.
A hypothetical recurring agency client
An agency planned a welcome kit for a client’s spring intake and now needs an autumn version. Revisit the saved idea to understand the original product choices and brand treatment. Confirm the new recipient count, event date and city before requesting revisions. If the audience has changed from office staff to field representatives, reassess usefulness rather than merely changing the title. Keep a clear record of which presentation is for the new occasion and which belongs to the previous campaign.
Leave a restart note for the next visit
Before pausing work, record what was completed, what remains open and which person owns the next answer. Include any rejected alternative that should stay excluded. When returning weeks later, read this note before issuing a broad new instruction. If the client has changed the brief, state the new requirement explicitly and identify which earlier assumptions no longer apply. This is also useful when a project changes hands: the new owner can continue from the last meaningful decision rather than treating a saved presentation as a finished and commercially confirmed order.
Before you move forward
- Use a recognisable project and occasion name.
- Record the selected direction and open questions.
- Verify the project before entering revisions.
- Reconfirm commercial details before reusing a past estimate.
Common questions
Does saving a project lock in its estimated prices?
No. Saving preserves the planning work. Ask the team to confirm current pricing, stock and delivery when preparing a formal order.
Can I reuse a successful earlier idea?
Yes, as a starting point. Recheck the audience, quantity, branding, product specifications and packaging instead of assuming the previous scope remains suitable.
Ready to turn the brief into a shortlist? Explore the catalogue or start a project in Brandkom’s free Gift Design Studio.