Help / Projects and planning

Projects and planning

Phases, tasks, files, the brief, shot lists, locations and moodboards.

01

Projects

Projects, phases and the project board

How a project starts, moves through phases, shows on the board, list and timeline, and gets archived.

3 min read
Tasks, task templates and My Work

Give every job its to-do list, assign it, repeat it, start it from a template, and see your own day.

2 min read
Files: store, share and embed

Your studio's file home, with share links, embeddable video, client upload links and a 30-day trash.

2 min read
02

Plan

The brief, script and documents

Write the creative brief, keep every version of the script and treatment, and choose what crew can read.

2 min read
Build a shot list and storyboard

List every shot with its size, lens and setup, import from a spreadsheet, and draw it as storyboard frames.

2 min read
Locations, cast and the shoot's gear list

Scout locations, list the cast and the days they are called, and pack the gear the shoot needs.

2 min read
03

Moodboards

Make a moodboard and share it with your client

Collect the look of a project on a canvas, then let your client react, comment and approve it.

3 min read
Present a moodboard or download a lookbook

Walk a client through the board step by step, export a lookbook PDF, and embed a board on a site.

3 min read

Still stuck

Write to a person.

Tell us what you were trying to do, what you expected and what happened instead. A screenshot saves a round of questions.

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