Projects (Episodes)
A Project (referred to as an Episode in the system code) is the fundamental unit of work within a Space. It represents a specific deliverable that moves through planning, review, and approval.
Attributes of a Project
Every project tracks several key pieces of metadata to help your team stay organized:
- Title: The display name of the deliverable.
- Status: Where the project sits in your lifecycle (e.g., “In Progress”, “In Review”, “Approved”).
- Assignees: The team members responsible for the deliverable.
- Dates: Dedicated fields for Due Date, Start Date, and Release Date.
- Custom Fields: Space-level fields defined by your team to capture metadata specific to your workflow (e.g., “Guest Name”, “Sponsor”, “BPM”).
- Versions: The media iterations attached to the project for review.
- Docs: Notes, scripts, and briefs tied directly to the work.
The Workflow Lifecycle
Projects typically follow a linear path:
- Creation: A member creates a project and assigns a status and due date.
- Versioning: Media is uploaded to the project as a Version.
- Review: Team members or external stakeholders provide Feedback.
- Approval: Once the final criteria are met, the project status is updated to “Approved” or “Published”.
Hierarchy & Subtasks
If a project is particularly complex, it can be broken down into granular Subtasks, which appear nested within the project in views like the List View or Timeline.
Organizing Projects
Projects can be grouped and filtered in various layouts:
- By Status: Visualize your production pipeline in the List View.
- By Timeline: See how projects overlap and manage dependencies in the Timeline View.
- By Assignee: Quickly see who is responsible for what across the entire Space.
[!NOTE] Your “Projects” might be called something else depending on your Space Terminology Settings. Look for the primary noun used in your navigation and buttons.
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