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Workflow board and statuses

Control the status of assets on the workflow board, create your own statuses and save them as a preset.

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The workflow board

Under Workflow in the bar on the left, every project shows its assets as a board. Each column is a status, for example No Status, In Progress, Needs Review, Reviewed, Approved and Final. New assets start in No Status.

  • Drag an asset into another column to change its status.

  • Big, cropped, Big and List switch the view.

  • Search, Filter and Sort work as in the library. Download and Delete act on the selected assets.

You also see and change the status in the library and in Review. See Review: versions, status and comments.


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Adjust statuses

Click Settings. Then you can:

  • create a status with Name and Status Color using New Status,

  • rename a status with the pencil or delete it with the bin,

  • change the order of the columns with the handle on the right of the column header.

Close Settings takes you back to the board.


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Presets

Under Preset, Save Preset stores the statuses of a project and Apply Preset applies a saved preset. Which preset new projects get is set in the team settings under Projects, Default Workflow Status Preset.

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