Creating and Managing Projects
Overview
The Projects page, will allow us to streamline the management
of outbound material submissions to other companies and artists meaning you can get materials from some other companies and then you can submit it to some other out bound company and you can track it under the projects for example your client submitted a web series as Material submission and you need to submit that to Netflix for listing on their site in this case you can create a project submission and track the related information in here. This
form facilitates the submission of new projects, capturing essential
details for efficient organization.
1. Add Project Details
Fill in the required information in the Projects form by clicking the Add (+) icon, including:
- Material Name: Enter the material's name (e.g: Harry Potter).
- Inbound / Outbound Company: Include the Company who's submitting the material and who you are submitting to.
- Status: Status of the Project submission.
- Add any additional relevant information.
2. View Project Submissions Reports
- Access the Projects report to view a list of all project submissions on the same page under the Projects menu.
- Update Project submission information as needed by editing the existing entry.
- Customize the view by filtering the report based on specific criteria such as project name, outbound company, contact etc
Additional Tips