Clipflow Projects Walkthrough

1. Overview of Project Screen

• The project screen is the main interface for managing projects.

• Use the organization switcher to navigate between different organizations.

• Filter projects easily from this screen.

2. Creating a New Project

• Click on 'New' to create a project.

• Choose to use a project template or create a new template with:

  • Title

  • Outline

  • Parameters.

3. Managing Ideas and Drafts

• Ideas are listed in the left column.

• Drag ideas into 'Draft', 'Write', or other statuses as needed. 

4. Customizing Project Statuses

• Customize project statuses such as:

  • Ready

  • Edit

  • Review

  • Upload

  • Share.

5. Project Details and Media Management

• View project details including:

  • Thumbnail

  • Schedule date

  • Outline

  • Media files worked on.

• Use the project-wide chat for team comments.

6. Task Management

• Create and manage tasks for each project:

  • Assign tasks to team members.

  • Set due dates.

  • Add SOPs and sub-tasks.

7. Thumbnail and Media File Uploads

• Upload individual thumbnail files.

• Link to Figma files or upload PSDs.

• Comment on media files.

8. Organizing Pages and Notes

• Create multiple pages for:

  • Outlines

  • Hooks

  • Packaging notes

  • Production notes

  • Publishing notes

  • Scripts.

9. Media File Review Process

• Review media files:

  • Comment and suggest changes.

  • Approve files to move them to the approved section. 

10. Sharing and Asset Links

• Create share links for external feedback.

• Upload asset links from services like Drive or Dropbox.

11. Overview of All Organizations

• View all organizations and their projects.

• Check project statuses: overdue, due today, tomorrow, this week. 

12. Personal Task Overview

• View tasks assigned to you for the current and upcoming weeks.

• Check tasks assigned to other team members.

13. Support and Questions

• For any questions, send a support ticket.