The following are a few quick tips to help you speed up your workflow and organize projects for easy access.

Keep Files Organized in Activities

Your calendar serves as the backbone for your project, so think through each phase of your project thoroughly and build out your calendar using the Activities to structure your project. For instance, Casting, Location, Shoot and Edit could all be appropriate Activities for you project.

Once you've created your calendar, the left hand sidebar of the dashboard will populate with corresponding Activity folders. 

Keeping your files organized neatly within these folders will help you and your team easily access files in the future. For instance, creative items should go in the Creative folder, edits should go in the Edit folder, and so on.


Use Creative for Behind the Camera, Art for In Front of the Camera

We've simplified the myriad of categories and sub-categories that can creep up on a production into two simple categories; Creative and Art.

The best way to think about these Categories is that whatever will be behind the camera (such as scripts, storyboards and shot lists) should go into the Creative folder. And whatever will be in front of the camera (such as wardrobe boards, props lists and makeup books) should go in the Art folder.


Use Version Control and Think with the End in Mind

Version control is a powerful tool that allows you to track versions, comments and approval status of an asset throughout its lifetime, all in one place. This will clear up your folders and save you from having multiple file names cluttering your workspace (Edit V1, Edit V2, Edit V2 Approved, etc.)

To best utilize version control, think with the end in mind and name your asset what the final asset name will be, not what the current asset name is. For instance, instead of naming a file "Script V1" or "Promo Video Rough Cut 02-22-19", just name it "Script" or "Promo Video". Once you've uploaded the file, it will automatically be named Version 1 in both the file view and the thumbnail view.

From there, as you receive feedback and upload new versions, just upload them directly to the same file by either hovering over the thumbnail and clicking Upload New Version, or by opening the file and clicking the V1 at the top and selecting Upload New Version.

Once you upload a new version, it will automatically be named Version 2, and so on with additional versions in the future.


Use Location and Casting Specs to Organize your Submissions

When creating a new location or role, the first thing you'll be asked to do is fill out details for the desired location or role (otherwise known as a spec). Do not upload your location or casting submissions at this stage, but rather enter information for the location or role you are looking to fill. For instance, your script may call for a beach house, or a teenage football player. Fill out those details here.

On the next screen, you'll be asked to add your submissions. This is where you can add as many submissions for each location or role as you please. 

Doing this will enable you to utilize our Submission Gallery feature, where you can submit multiple options for a single location or role. Once you or someone on your team has approved a submission, it will be marked as the approved location or actor.


Upload Release Forms to Create Instant Wrap Books

After you've created a Shoot Day and added a Location and Cast, you can easily add location or release forms directly to each location or cast member.

Simply scroll down to the Location or Cast. On each thumbnail, you will see the status "Release Needed". Hover over the thumbnail and click Upload Release to upload a signed release form from your computer. 

Once you've uploaded a release form, the status of the location or cast member will change to "Release Uploaded".

When you finish your project, all the release forms and contracts will be automatically zipped into a Wrap Book, which you or your team can easily download by selecting the Final Activity folder, navigating to the Wrap Book section, and clicking Download.

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