What are Project Sets?
Project Sets group together multiple items in your Project. You can add Cards, Boards, Lists, Kanbans, Rundowns, and Day Schedules to a Project Set. They allow you to connect different types of items in a set.
Here are some examples of when a Set might come in handy:
- If you created multiple Edit Rundown Boards for Episodes, you could create a Post Production Project Set so that those Boards can be grouped together
- If you worked on a Radio Show, you could have a Daily Card and the Daily Rundown Board in a Project Set for Today
- Casting teams could have Talent Cards and a Day Schedule in a Project Set for each Audition Day
- If you had 100 Client Cards, you could add the top ten to a VIP Project Set
Creating Project Sets
Go to Settings and then Project Sets
Create a Set by pressing the plus button next to the dropdown menu.
Give your Project Set a title, select an icon that is relevant to the theme of your Set from the dropdown menu, and then choose a colour from the colour selector. Hit "Add and Close" when you are done.
Adding Items to Project Sets
Now you have set up your Project Set, it's time to add your items.
Go to the item e.g. Card, Board, List, Kanban, Rundown, or Day Schedule, and then hit the dropdown arrow in the toolbar at the top right and "Add to Project Set" from this menu.
Select the Project Set(s) from the dropdown menu "Choose Project Set" and then hit "Save" to add.
Accessing Project Sets
To access all of your Project Sets, go to the Home icon in the left-hand column and "Project Sets".
All of your Project Sets are visible here.
Click one to view all of the items in that Set and then click the item to open.
Here is an example Crewing / HR Set with a Role Card, Crew Tracker, Crew Card, and Resource Card.
Adding Project Sets to the Dashboard
You can add Project Sets to the Dashboard, displaying all of the items in your Set in a list and you can click straight into them from there.
Go to your Project Sets, go to the Home icon in the left-hand column, and "Project Sets".
Hover over your Set and click the three dots that appear on the right, and "Add to Dashboard".
This is an example Crewing / HR Project Set on the Dashboard.
Remove or Update an Item's Project Set
Go to the item e.g. Card, Board, List, Kanban, Rundown, or Day Schedule, and then hit the dropdown arrow in the toolbar at the top right and "Change Project Set" from this menu.
Select or unselect Project Sets from the dropdown menu and hit "Save".
Editing Project Sets
To edit the colour or the icons on your Project Sets, go to Settings and then Project Sets
Choose the Project Set you need to edit from the dropdown menu.
From here you can retype the name of the Set, pick a different icon or change the colour. Hit "Save" in the bottom right corner of your browser to save.