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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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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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From your pre-production management view, you can:
View — If your task is using a VisDom pre-production template, you can click Click on the task’s image to edit this document in a new browser tab. After you have delivered this item, your client will be able to do the same — creating a shared document space where you can work together.
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Status/Action — Use the main action button underneath to progress your task to its next delivery phase. These also represent the status of the task and you can read more in the section below on Statuses.
General Comments — Observe any general comments by hovering your cursor over the notes icon (top right).
Approve All — a short-cut feature that will bulk approve all visible items.
More Options — the icon on the bottom-right of your pre-production item reveals a dropdown menu with additional relevant options:
Update Details: allows you to edit any of the item’s saved details
View: opens a new tab with your pre-production document
Unapprove: only available after the item has been approved. To be used on the rare occasions when an item needs to be brought back into action after having been approved.
Send: opens with the VMS pre-production delivery email template.
Upload: manually upload a new custom version of your pre-production document from your local drive (see note below).
Previous Versions: presents a list of every uploaded document. You can choose to restore any of those previous versions.
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Uploaded documents will override the default template within that Pre-Production job. You can replace this document as many times as you like. The VMS will keep an archive of every version that you have uploaded. This supports:
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Statuses
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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