Pipeline
The pipeline
On the web
The pipeline is one card per video, walked across columns as it is scripted, filmed, cut and signed off. When it is ready, Schedule puts it on the calendar as a real post.
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
pipeline-board.png
It is for the videos with a writer, someone on camera, an editor and a client who signs off, so it is a team feature: it appears in the sidebar once a second person joins the workspace, for a Team or Client workspace, or when the owner turns on team features. A creator who films alone never sees it, and the calendar does not need it. The first time it opens, three short screens say what it is for; Skip ends them.
Getting a card on it
| From | How |
|---|---|
| Nothing | New card at the top right, or the + on any column. Enter adds it and keeps the box open for the next. |
| An idea | In Ideas (Studio, then Ideas), press Pipeline on the idea. Its first line becomes the title and the whole idea becomes the brief. Once it is there the button reads On the pipeline and opens the card, and the card's From line leads back to the idea. |
| A brainstorm | Make cards in a brainstorm turns every kept idea into a card in the first column, each linked back to the session. |
| A series | Pull the next idea on a series puts its best kept idea on the board. |
| A template | New from template, at the top right, starts a card with a checklist, a priority and a named deadline already filled in. See Templates. |
What a card shows
| On the card | What it tells you |
|---|---|
| The task ID | A short, permanent code (the workspace's own prefix and a running number, like STUDIO-9) that never changes and never gets reused. Type it into the command bar from anywhere to jump straight to the card. |
| The picture | The latest cut, with its version number. Before there is a cut, the picture from the idea it came from. |
| The date | When it is due. Amber for today and tomorrow, red once it is late. A card already on the calendar never goes red. |
| The bar | How much of its checklist is done. |
| Approval | Whether it is waiting on someone, approved, or sent back. |
| The faces | Who is on it, by their real profile pictures. |
| The colored tag | The campaign it is part of, in that campaign's color. |
Priority, price, pay and revisions
Open a card for the fields that do not fit on its face: Priority (Low, Normal, High, Urgent), Price / pay (what the client owes and what the maker is owed, kept separately), an Estimate in minutes, a Publish date apart from the working due date, and a Client deadline for a date the brand or the platform gave you, kept apart from your own.
Revisions counts itself: every cut after the first is a round, so it can never be edited by hand. A cap, set on the card or as a workspace default in Statuses and approvals, shows as 2 of 3 rounds used once the card has one; reaching it never blocks the next upload, it only tells the team the rounds are adding up.
A Variant is a second cut of the same card, like a vertical crop or an alternate hook: made with New variant on the card it is a cut of, it counts ("4 variants") and opens straight from there, and it stays out of the board as its own tile so the original does the counting for both. A variant cannot have variants of its own.
A workspace's own columns (a client reference number, a size, anything else every card needs) show under Custom fields, once somebody makes one. See Custom fields.
Moving cards
- 1Drag a card to another columnA line shows where it will land. Drop it between two cards to put it in that order.
- 2Fold a columnThe arrow beside a column's name folds it to a strip, for piles like Published. A folded column still takes a drop, and stays folded next time.
- 3Narrow the boardFind a card by its words, or filter by campaign, series, who is on it, a tag, or a group of columns. Clearing the filters puts everything back.
- 4Delete a cardPoint at it and press the trash icon in its corner. A card that is only a title goes at once; one with cuts, tasks, notes, a script or a post asks first, and says what goes with it. Either way Undo shows for a few seconds, and the card waits in the Trash for 30 days with everything that went with it.
The list
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
pipeline-table.png
List, beside Board at the top, shows the same cards one row each, for the questions a board is bad at: what is due first, who has the most on. Every column heading sorts. Status and assignees change right in the row. Check rows to Move to another status, Share with a client behind one link, or Delete them together. Group by switches the sections between Status, Assignee (a card with several people shows under each), Campaign and no grouping at all.
Folders, Calendar and Analytics
| View | What it is for |
|---|---|
| Folders | Every campaign as a folder, with its live subfolders inside it, each opening straight into its own board. A campaign can hold subfolders for the pieces inside a launch, like a teaser and a full cut. |
| Calendar | Cards by their due date and their publish date, on a month grid, inside Pipeline. This is a different calendar from the site's, which reads scheduled posts rather than cards. |
| Analytics | Throughput by week, where cards are piling up right now (the bottleneck is named), the on-time rate for cards with a due date, and how many rounds of revisions cards usually take. |
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
pipeline-folders.png
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
pipeline-calendar.png
Not captured yet
This picture is taken from the running app, not drawn by hand. Run npm run docs:shots to take it.
pipeline-analytics.png
The tabs at the top are Board, List, Folders, Calendar, Analytics, Brainstorms (where ideas are made, voted on and kept; see Brainstorms), Notes, the workspace's briefs, brand voice and call notes (see Notes), **Workload**, **Money** and **Channels**. Above the columns, a strip shows each series and whether it is due this week. A Tools menu beside it opens **Series**, **Campaigns**, **Statuses**, **Rules** and **Storage**: the workspace's own settings, one dropdown rather than five buttons across the header.
Status, Assignee, Campaign, Priority and Due all filter every view the same way, and stay put when you switch between them: narrow the board down, flip to Analytics, and it is narrowed there too. Clear on the filter bar puts everything back.