Design cases cover a wide range of requests — from single-line copy edits to new page builds, form overhauls, and service area map updates. Handling them well means more than knowing the technical steps. It means reading the case fully before touching anything, recognising when something belongs to another queue, and closing out with enough detail that anyone on the team can follow what happened.
This course covers the case nuances and common resolutions a designer needs to work through the design queue independently. It is a companion to Managing Case Queues, which covers the queue workflow and process side of cases. The two courses can be completed in any order.
Target audiences
- Designers working in the design case queue
- Anyone being trained to resolve design cases independently
- Account Managers referencing common case resolution approaches
Features
- Covers on-page edit rules and pattern detachment nuances
- Includes naming conventions for new and draft pages
- Details the full resolution approach for every common design case type
- Covers logo, badge, icon, and service area map sourcing and update processes
- Includes form update approach for both minor edits and extensive changes
Requirements
- Access to Salesforce and assigned design cases
- Adobe Creative Cloud with access to the team’s shared Adobe Cloud project: Conversion Machine Sites
- GitHub Desktop and VS Code installed and configured
- WP Local installed and configured
- WP Admin access to client sites
- Familiarity with Conversion Machine theme sites
FAQs
No. The two courses are independent companions and can be completed in any order. This course focuses on resolving design case types; Managing Case Queues covers queue workflow and process.
You need access to Adobe Creative Cloud, Salesforce, GitHub Desktop, VS Code, and WP Admin access to client sites. The course assumes you are working with Conversion Machine theme sites.
No. This course covers design cases only. Non-design case types and queue workflow are out of scope here.
The common case type resolutions in Section 2 are relevant to AMs as a reference. The course is written with designers as the primary audience, so some tool-specific steps apply to designers only.
Curriculum
- 2 Sections
- 7 Lessons
- 3 Days
Expand all sectionsCollapse all sections
- Approaching Design CasesCovers how to read, assess, and handle a case before and during work — the foundational habits that prevent errors on specific case types.4
- Common Case Type ResolutionsCovers the specific resolution approach for each design case type. Lessons are grouped by similarity to avoid overlong single-lesson content.5
Instructor
Free
