Projects and the pipeline

Projects are the videos you are working on. Each moves through your pipeline stages (for example Idea, Scripting, Editing) until it is published.

Create a project

Click New project on the Projects page (or the Dashboard). Give it a title, an optional description, a format, a starting stage, an optional category, and optional assignees.

Categories

Categories are optional labels for grouping projects (for example Tutorials, Vlogs, Sponsored). Manage them right inside the Category dropdown in the New project and Edit details modals: type a name in the New category field to add one (it is selected immediately), or click the × next to a category to delete it. Deleting a category never touches the projects that used it; they just become uncategorized. Categories are shared across the workspace and show as a small tag on board cards and next to titles in list view.

Long form vs short form

Every project shows a small format marker: a wide rectangle for long-form (16:9), a tall rectangle for short-form (9:16). It appears on each board card and in its own Format column in list view.

Move projects through stages

Drag a card on the board, use the card's stage dropdown, or open the project and click Edit details. Stages are customizable: rename, reorder, and recolor them under Settings, then General.

Filter and sort

The list view toolbar lets you search by title or description, filter by format, stage, or category (including "No category"), toggle Assigned to me, and sort by recently updated, oldest, title, or stage. The board view has its own toolbar: search, the quick format toggle, a category filter, and Assigned-to-me. Everything filters instantly.

The project page

The top of a project page is the hero: a thumbnail slot on the left, and on the right the project title, a row of chips (stage, format, category, scheduled upload date, assignees), and the description. The hero grows with the video: it starts as a compact header with a small Add thumbnail slot, turns into a pick-one strip once you have thumbnail candidates, and shows the chosen thumbnail full size once packaging is settled. See Titles and thumbnails.

Below the hero, the page splits into a wide main column (pinned files and canvases, Media, Discussion, and the Notepad) and a narrow right sidebar with Tasks and Files. On narrower screens the sidebar stacks above the main column.

Edit a project's details

Click Edit details (the pencil at the top right of the hero) to change, in one modal:

• Format: long-form or short-form.
• Stage: where it sits in the pipeline.
• Category: the project's optional grouping label (add or delete categories inline in the dropdown).
• Scheduled upload date: a target date that puts the project on the calendar as an upcoming upload. It does not publish anything on its own.
• Assignees: the teammates responsible.

Collapse the modules you are not using

Every module below the hero (Tasks, Files, any pinned files or canvases, Media, Discussion, and the Notepad) can be folded away. Click a module's title to close it, and click again to bring it back. A small arrow shows next to the title on hover, and stays visible while a module is closed. Each module remembers whether you left it open or closed, per project, in that browser, so a page you have tidied stays tidy.

Archive or delete

Use the three-dot menu at the top right of a project (or on its row in list view):

• Archive sets a project aside without losing anything. It drops off the board, list, and Dashboard but keeps its files, tasks, titles, and media. Find archived projects under the Archived toggle and Restore to bring one back.
• Delete is permanent and removes the project and all its files, tasks, titles, and media. It asks you to confirm. Scheduled or published posts stay in your history but are no longer linked to the project.