Project Details
The Project Details page is your central hub for managing and tracking a specific project. This guide explains each section and how to use it effectively.
Accessing Project Details
From the Projects list, click on any project to open its detail page.
Project Header
At the top of every project page, you'll see:
- Project Name - The title of your project
- Status Badge - Current project status
- Project ID - Unique reference number
- Last Updated - When the project was last modified
Project Status Flow
Projects move through these statuses:
| Status | Description |
|---|---|
| Draft | Initial project creation |
| Awaiting Quote | Waiting for production team |
| Quote Pending | Quote ready for your review |
| Awaiting Payment | Deposit or payment needed |
| In Production | Active production work |
| In Review | Video ready for your review |
| Revisions Requested | Changes being made |
| Completed | Project finished |
Project Tabs
Navigate between different aspects of your project using tabs:
Overview Tab
The Overview tab shows:
- Video Details - Type, primary use, formats, duration
- Timeline - Key dates (created, filming, delivery)
- Team - Assigned production staff
- Progress - Visual progress indicator
Brief Tab
Contains your original project brief:
- Full project description
- Production requirements
- Attached reference files
- Any additional notes
Quotes Tab
View and manage project quotes:
- Quote PDF preview/download
- Line items and pricing
- Approve or Request Changes buttons
- Quote history (if multiple revisions)
See Approving Quotes for detailed guidance.
Invoices Tab
Track billing for this project:
- Invoice list with status
- Due dates and amounts
- Payment links
- Payment history
See Managing Invoices for details.
Production Files Tab
Access production materials:
- Scripts
- Storyboards
- Shooting schedules
- Production assets
Download files as needed for your reference.
Review Videos Tab
The heart of video feedback:
- Video player with playback controls
- Version selector
- Comments panel
- Approval controls
See Reviewing Videos for a complete guide.
Comments Tab
General project discussion:
- Threaded comments
- @mentions for team members
- Pinned important comments
- Resolved vs. active discussions
Quick Actions
Top Right Menu
Click the ... menu for additional options:
- Download project summary
- Share project link
- View project history
Notifications
Configure how you're notified about this project:
- Email notifications
- In-app alerts
- Comment mentions
Collaborating on Projects
Adding Comments
Use comments to communicate with your production team:
- Go to the Comments tab or Review Videos tab
- Type your message in the comment box
- Use @mention to tag specific people
- Click Post
@Mentions
Tag team members to ensure they see your comment:
- Type
@followed by their name - Select from the dropdown
- They'll receive a notification
Pinned Comments
Important comments can be pinned by managers:
- Pinned comments appear at the top
- They're highlighted in yellow
Version History
Each tab maintains its history:
- Quotes - Multiple quote revisions
- Videos - All video versions uploaded
- Comments - Full conversation history
Track Changes
Use the version selector to compare different video versions or quote revisions.
Best Practices
- Check notifications regularly - Stay on top of updates
- Use specific comments - Reference timecodes when discussing videos
- Review all tabs - Don't miss important information
- Communicate promptly - Faster feedback means faster delivery