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To create a new pre-production task, hover your cursor over the blue “+” icon, then select one of the options from the dropdown menu.
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For each deliverable, you will be required to provide multiple data points. The accuracy of this data is important for two main reasons:
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Managing your pre-production items
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After saving your new pre-production task, you will receive a notification that it is “being processed”. The system will also let you know when it is ready. This will usually not take much longer than 5–10 seconds.
During this time, your pre-production template document is being prepared and your deliverable task is being attached to the project in the VMSX database.
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Your new pre-production task will appear in the left-hand column. The number of deliverable tasks for each item type is represented within some square brackets.
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Project Management
The Project Management pre-production item type doesn’t behave like the others. This task represents generic production management time and does not link to a document. Use the Name and General Comments fields to communicate the purpose of this project management.
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Nov 2021 — this task still behaves like a pre-production document. Ignore this. It will receive an update in the future. |
Your pre-production options
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Each of the pre-production item types are presented and used in the same way. Choose an item type from the left column to start working on them.
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Your pre-production tasks will progress through a number of statuses throughout their delivery cycle. Sometimes, the status will also clearly indicate your next steps.
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Booked — When first created, a pre-production item starts here.
Send — When your item has reached (or passed) its production date, if you have not already done so, the status will shift to the orange “send”.
Approve — Shifting here as soon as you have shared your item with the client, the status will remain on “approve” until either your client or someone on our team has approved the item. Prior to it being archived, you have the ability to “unapprove”.
Archive — After approval, the final stage is to archive the pre-production item. You can manually archive it at any time, but it automatically archives itself after two weeks.
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When the client accesses your pre-production items on Client Hub, they will see a view that closely resembles yours. They will be able to choose from pre-production item types and then preview and comment on any of the items that you have shared with them.
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Booked
If a pre-production item has been created but not yet delivered, the client will see the item’s name and its delivery due date. They will not have access to view the document itself.
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Delivered
Once delivered, the client will be able to review, edit, and comment on your shared document. They can also approve it.
When the client approves your pre-production document, you will receive a Project Chat notification and an email.
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Approved
An approved document remains visible and accessible to the client, though it now clearly communicates to them that they have already approved this document.
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