Projects
Live
📖
Projects — SOP
How this module works
⚠️ SOP outdated — module code changed since this was written
✅ Up to date with current module code
Client work from the first brief to the money in the bank. Every project has a type - Shoot, Retainer or Other - and moves through the stages of that type on a Board (drag, or one tap on Next), with Grid, List and Timeline views of the same projects. A project shows its client, stage, due date, team, progress and the money (quoted, invoiced, received). It is At risk when it is past its due date or has sat in one stage too long, and it says why.
Sections
🎬
Shoot
BR Modeling Studio shoots: Brief, Pre-production, Shoot, Editing, Client review, Delivered, Paid. Delivered but not paid stays visible until the money is in.
🔁
Retainer
Veltrix Media monthly work (ads, content): one project per client per month with a checklist. Stages: Planned, Running, Delivered, Paid.
✅
Other
Anything else: To do, Doing, Done.
📋
Side sheet
Click a project. The stage steps sit on top (tap one to move the project). Tabs: Summary (progress, money, client with Call and WhatsApp, facts), Checklist (an item given to a staff member also appears in Team OS Tasks), Money (lead, invoices), Files & notes, Activity. Buttons at the bottom: Next stage, Edit, WhatsApp update, Delete.
🧪
Sample projects
Five projects titled SAMPLE show how the page is used. They are left out of every other screen, total and report. The page menu (three dots) removes only them.
1
New Project: pick the type, or start from a Won lead or an invoice (client, title and amount are prefilled; nothing is created until you save).
2
Move a project on the Board by dragging its card to the next column, or press Next on the card. The last stage completes it.
3
Give a checklist item to a staff member and it becomes a task for them in Team OS Tasks; ticking it there ticks it here.
4
At risk: past the due date, or longer in one stage than usual. The reason is shown on the card.
5
Link an invoice to a project from the side sheet (or start the project from the invoice) to see invoiced and received on the project.
6
The three dots menu removes the sample projects when you no longer need them.
🔗
Leads
Start a project from a Won lead (Leads or the New Project form): the lead becomes the project client and the project links back to it.
🔗
Invoice
An invoice linked to a project feeds its invoiced and received figures; start a project from an invoice with one click.
🔗
Team OS
Assigned checklist items are real Team OS tasks for those people; done in either place is done in both.
🔗
Calendar
A project due date and every checklist item with a due date appear on the Calendar.
448/2000
Sample projects
Project
New project
Nothing is created until you press Save.
WhatsApp update
A message for you to send yourself: this app sends nothing.
No phone number on file for this client. Copy the message instead.