Process: Task SOP

Dev tasks typically fall within 3 categories: New Site Builds, Current Site Updates, and Landing Pages. Below you'll find the SOP for each of these categories.

Site Build

This is going to be the most complex of all the categories, and usually involves tasks created by both CS and Dev. The first task, however, is created by CS and will be populated with sub-tasks created by dev.

The requirements for that first task are as follows:

  • The website design must be complete, and all content and assets must be finished.
  • The main task needs to include a link to the Figma design file.

From there, the Dev team lead will create subtasks for each of the steps in the site building process:

  1. Create sub-tasks for implementing Advanced Custom Fields (ACF)
  2. Create sub-tasks for developing each block to match ACF
  3. Estimate all sub-tasks
  4. Propose delivery timeline to CS

The CS can then work with the Dev team to approve/negotiate the delivery timeline based on client expectations and existing dev workload.

Site Update

Site Update tasks are generally a cut and dried single task that can be due within a few days to a week depending on complexity. Requirements for the task is:

  • Clear instruction that covers the update front to back. If I'm adding a form, where is the form hosted and delivered to? If I'm swapping out an image, provide the image to be swapped.

These tasks should be able to be accomplished without any clarification from the CS. If clarification is needed, Dev will send the task back marked as Needs Info.

Landing Page

Landing Pages are more like a Site Update than a Site Build. The task should have:

  • A link to the Figma file
  • All assets and content prepared
  • Expectation of where the lead form is hosted (WordPress, CMS, etc)
  • Where the landing page will be put (Sub-domain, existing site, etc)

Miscellaneous

Miscellaneous site tasks would include things like:

  • Creating a new email domain in Mailgun
  • Creating a new WP Engine account for hosting
  • Research and propose a plugin, or technology for an upcoming task
  • Record a how-to screen capture video for the CS or client

Tasks like these should be similar to a Site Update tasks wherein all required information is included in the task.