Your first project, end to end

This walks one project all the way through. It should take about fifteen minutes to follow, and you can stop at any phase your workspace does not use.

1. Add the client

Every project belongs to a client. Go to Pipeline → Contacts → Companies and add the company. A brand-new record starts as a Prospect and is promoted to Active automatically the moment you attach real work to it — you do not have to set that yourself.

2. Create the project

1. Go to All projects and start a new project.
2. A picker asks What kind of project? — pick the phase you are starting in. Choose Pre-production if you are starting from an idea, Production if the shoot is already planned, or Post-production if footage already exists.
3. Give it a title, pick the client, and add a short description and a start date.
4. Create it.

You can move it to another phase later, so do not agonise over this choice.

3. Write the brief and the script

The project opens on Overview — every phase does. Overview carries the brief (click the pencil to edit it inline), the key dates and the deliverables you have planned. Key dates you set here show up in your team's planner.

Then open Scripts and write. Type / for blocks — headings, lists, tables and a Scene block. Every Scene block becomes a scene in the shot list, so structure the script the way you will shoot it. Each script is one deliverable, and it will follow you all the way to delivery.

4. Plan the shoot

• Shot lists — every scene from the script appears automatically. Add shots under each scene; numbering handles itself. Set a location once per scene.
• Locations — add each shoot location with its address, type and notes.
• Canvas — a free-form board for references, notes, links and location cards. Paste images or URLs straight onto it.
• Call sheets — build each shoot day with a call and wrap time, a location and a time-blocked run of show.
• Casting — add talent and track each as shortlisted, approved or booked.

5. Move to production and shoot

There are two ways to advance, side by side in the project header:

• The phase button, labelled with the next step — Ready for production. This moves the project straight away, no questions asked.
• Start Production, which opens a short handoff dialog first so you can set the Shoot date. Use this one when you have the details.

Either way the project lands in production. Open the Shotlist tab: the shots you planned become the shoot-day checklist with a live progress bar. Tick them off on set; the mobile app works well for this.

6. Edit and review

Advance again — the phase button now reads Ready for post-production, or use Start Post-Production to set a deadline, assign an editor and leave notes.

Open the Deliverables tab and drag each card through the columns: Ingest → Ready for editing → Editing → Awaiting feedback → Changes requested → Approved.

Dropping a card into the review column asks for the review link first. Feedback that needs work goes to Changes requested; a signed-off cut goes to Approved.

7. Finish

When every active deliverable is approved, the app asks where the project should go next: "This phase is done — where should the project go next?" Send it to Distribution if you also schedule and publish, or use Mark completed to file it.

Completed projects get their own list at Completed and drop out of the Board layout, though they still appear in All projects in the Grid and Table layouts.

Track time as you go

Use the floating timer pill in the corner to start a timer against a project and task type. Time logged this way rolls up into the timesheet, the project's margin and your insights.