Help & Documentation

A list of all projects in this workspace with light controls on top.

• Project cards showing name, client, date range, and item count.
• View Templates, View Archived and View Trash links — archived and deleted projects each have their own page.
• Sort: Name, Last edited, or Custom Order.
• A search box that matches the project name or client.
• 'New' and 'Import project' buttons at the top.
• Pending collaboration invites appear in a Pending Invites section when there are any.

Each project card surfaces enough info to pick from a list.

• Project name and client.
• Shoot date range (when one is set).
• Item count for the gear list.
• Completion progress bar — tracks shoot dates set, provider assignment, rates, and checklist completion (not budget).
• Collaboration status — shared, pending invites.
• Sync indicator — orange when local changes haven't been uploaded yet.

The Tiles | List switch next to the sort menu changes how the dashboard, Archived and Trash draw your projects. Tiles is the default card layout; List shows one compact row per project.

• List rows show name and client, shoot dates, status (phase, shoot countdown, complete, pending approvals), progress, last edited and the team. Narrower screens and folders show fewer columns.
• Click anywhere on a tile or a row to open the project, not only its name or the Open Project button. The controls on it keep their own job: the ⋯ menu, the version, Add team members and Add shoot dates. The ⋯ menu is the same menu in both layouts.
• Folders, drag to reorder, drag into a folder and swipe to archive work in both layouts.
• The choice is remembered on this device only.

The ⋯ button on each project card holds the per-project actions.

• Rename, Change Color, Configure Tabs — edit the card in place.
• Archive moves the project out of the active list; Duplicate copies it; Create Template saves its gear list for reuse.
• Move to Folder assigns the project to a folder, or removes it from one.
• Export project downloads a backup of the project without opening it: a ZIP with the gear list, crew, schedule, budget and attached images. 'Import project' on this page restores it. Archived projects offer it too; read-only members cannot export, as in the project's own Export dialog.
• Enable Collaboration shares the project with other people.
• Delete asks first: the item changes to 'Confirm?' and a 'Cancel' item appears beneath it. Nothing is deleted until you click 'Confirm?'.
• The confirmation waits for you — it does not expire. Use 'Cancel', press Escape, or click outside the menu to back out.
• Deleting moves the project to Trash, not out of existence. The toast that follows offers Undo, and Trash keeps the project until you delete it permanently there.
• In Trash the ⋯ menu offers only Restore and Delete — restore a project before renaming, duplicating or sharing it.

1. Click the ⋯ button on the project card.
2. Click 'Delete'.
3. The item becomes 'Confirm?' — click it again to delete, or click 'Cancel' to keep the project.
4. If you change your mind after deleting, click 'Undo' in the toast, or restore it from Trash.

Most days start here.

• 'New' at the top of this page creates a fresh project (you can pick a template to pre-populate the gear list).
• 'Import project' at the top of this page restores a project from a backup file, such as the one 'Export project' in a card's ⋯ menu makes.
• Accept or decline collaboration invites in the Pending Invites section.
• Recently edited projects come first when 'Last edited' is the sort order.

1. Click 'New' at the top of the page.
2. Enter name, client, and optional shoot dates.
3. Optionally pick a template to pre-fill the gear list.
4. Click 'Create' — you land directly in the new project.
5. Back on the dashboard, click any card to resume.

Incoming project shares show up in a Pending Invites section on this page.

• Each invite shows the project name and the role you are invited with (Editor or Viewer).
• Accept adds the project to your workspace with sync enabled.
• Decline removes the invite from your side. The owner is not notified.
• Invites also appear in the Notification Center (bell).

1. Find the invite under Pending Invites.
2. Check the project name and your role.
3. Click 'Accept' — the project appears in your list immediately.
4. Or 'Decline' to dismiss.

Keep the list useful when projects accumulate.

• Sort: Name (A–Z), Last edited, or Custom Order.
• Archived and deleted projects: 'View Archived' and 'View Trash' open their own pages, with the same search and sort.
• Search by name or client.
• The sort order is remembered on this device; the search is not.