Projects, Tasks and Workflows

A project represents a job. It gives you one place to organise the actions, dates and related records needed to complete that work.Projects hold the job togetherCreate a project for a specific assi...

Create a project for a real job so you can see how its people, tasks, dates and related records work together.Create the projectOpen Client Management and select Projects.Choose Create Project.Ente...

Tasks turn the next steps in your studio workflow into clear, trackable actions. They can support a Project—such as sending a contract or checking an album proof—or stand alone for general studio w...

A task-management system becomes useful when it is the place you trust to show the work that still needs to happen. If actions are divided between Workspace, email flags, notebooks, messages and in...

The Calendar, filters and boards provide different views of your commitments. Use the view that answers the question you have now: when something happens, what needs attention or which kind of work...

Connect a project with the files, links and deliverables that belong to the job. This turns the project into a useful working hub without duplicating the underlying gallery or album.Add assets and ...

A Project Workflow is a reusable internal checklist for a type of job. It helps you begin similar projects with the right task groups and actions already considered. Choose a process that genuinely...

A Client Portal gives a client a central place to access information and items connected with their relationship with your studio. It is useful when you want an ongoing client-level destination rat...

A Project Portal gives your client one place to access selected information connected with a project. You decide what belongs in the portal and whether to share it.Choose what the client needsDepen...