Project Management

The Project Management tool gives you a bird's-eye view of all your content projects. Instead of juggling spreadsheets or sticky notes, you can create dedicated project boards that track every video from the initial idea through to published.

Each project moves through customizable stages, so you always know what is being worked on and what needs attention next. This tool keeps your content pipeline organized and transparent.

Getting started with projects is straightforward:

• Click New Project from the dashboard to create a project board. Give it a name and an optional description.
• Set key details including a target publish date, content type, and any notes or references you need to remember.
• As you work, drag the project card between stages to reflect its current status. Each stage represents a phase of your content creation workflow.
• When the project reaches the Published stage, it is automatically marked complete. You can archive it or reuse it as a template.

Every project flows through a series of stages. You can customize these to match your own workflow, but the default stages cover the full content lifecycle:

The Project Management tool comes packed with features to help you stay on top of every piece of content:

If you produce the same type of content regularly — like weekly vlogs, tutorial series, or podcast episodes — templates can save you time. Create a project once with all the stages and details pre-filled, then duplicate it for each new piece of content. You can also use our pre-built templates for common content types to get started even faster.

These documentation pages cover complementary tools that work alongside Project Management: