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.

If you later realize a standalone project really belongs inside a larger one, you can demote it into a subtask — drag its row onto another project, or right-click and choose Make subtask of…. It keeps its assignees, checklists, and tags as it moves. See Nesting a Project as a Subtask.

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.