Open the project creation wizard
From the dashboard, start a new project in any of these ways:- Click the New Project card in the top-left of the project grid.
- Press
Alt+N(⌥Non Mac) from anywhere on the dashboard. - Click the + menu in the dashboard header and choose New Project.
The Free plan supports up to two active projects. Solo supports ten, Team supports thirty, and Pro is unlimited. If you’ve reached your plan limit, you’ll see a prompt to upgrade from Settings → Plan and Billing.
Step 1 — Project details
The first screen collects the core information about your production.| Field | Required | Notes |
|---|---|---|
| Project Name | Yes | Up to 100 characters. You can rename it later. |
| Project Type | No | Short Film, Feature Film, Documentary, Commercial, Music Video, Series / Episodic, or a custom type you enter. |
| Project Stage | No | Development, Pre-Production, Production, Post-Production, Distribution, or a custom stage. |
| Default Currency | No | Sets the currency used throughout the project’s budget and finance tools. |
| Brand | No | Attach one of your saved brands for custom-branded PDF exports. Requires the Pro plan. |
Step 2 — Dates and crew
The second screen lets you record the shoot window and the key crew members.Set shoot dates
Click the Shoot Start and Shoot End fields to pick dates from the calendar picker. If you choose a start date that falls after the current end date (or vice versa), the other date is cleared so they can’t conflict.Shoot dates are optional at creation time—you can add or change them in project settings later.
Add director and DP
Enter the names of the Director and Director of Photography. These names appear on exported call sheets and PDF shot lists.
Step 3 — Review and create
The final screen shows a Digital Spec Sheet summarising every value you’ve entered. Check that the name, type, stage, dates, currency, crew names, and aspect ratio are correct. When you’re ready, click Create Project. The wizard closes and you’re taken into the new project. A toast notification confirms that the project was initialised.Organise projects into folders
As your project count grows, folders help you group productions by client, genre, or year.Create a folder
Click the + menu in the dashboard header and choose New Folder. A new folder card appears and you can type a name immediately.Move a project into a folder
You can move a project in two ways:- Drag and drop — drag a project card and drop it onto a folder card. The project disappears from the root view and is now inside that folder.
- Context menu — right-click (or long-press on mobile) a project card and choose Move to Folder, then select the destination.
Open a folder
Click a folder card to enter it. The dashboard header shows the folder name as a breadcrumb. Click the back arrow to return to the root view.Rename or delete a folder
Open the folder, then use the options in the dashboard header to rename it, change its colour, or delete it. When deleting, you choose whether to keep the projects (they return to the root) or archive them all at once.Set a cover image
Each project card on the dashboard can display a custom cover image. Open the project, go to Settings → Overview, and upload an image. The image is stored in your account’s storage and counts against your plan’s storage limit.Rename a project
Right-click a project card on the dashboard and choose Rename, or open the project and edit the title in Settings → Details. The new name takes effect immediately across all views.Archive a project
Archiving hides a project from the dashboard without permanently deleting it. Right-click a project card and choose Move to Trash. Archived projects appear in the Archived section of your dashboard, where you can restore them at any time.Project settings reference
Inside an open project, go to Settings to adjust the fields you set in the wizard plus additional options:- Title, type, stage, and status
- Shoot start and end dates
- Director and DP
- Aspect ratio
- Default currency
- Cover image
- Collaborators and invite links
- Brand (Pro plan)
Only the project owner can change settings and manage collaborators. Collaborators with viewer permissions can read project details but cannot edit them.