Whatever industry you’re in, be it animation, commercials, video games, manufacturing, product visualization, television, or visual effects, you will want to organize your projects and define their pipeline and approval steps in a way that suits your way of working.
Let’s have a look at how you can do so in ftrack.
A workflow schema defines how you work with and organize a project, its parts, and its approval steps within ftrack.
ftrack comes with a set of default workflow schemas out of the box. You can use an existing scheme, modify one, or create an entirely new schema to manage your projects.
If you decide to create a new workflow schema or modify an existing one, you can set up a workflow schema. You will need to select the objects (your project building building blocks, e.g., Asset Build, Shot, Sequence, Episode, Sets, Scene, Folder or Image), statuses (your approval steps), types (the type of work you do or pipeline steps, e.g., Rendering, Lighting, Compositing, Modeling, Set build or Layout), and task templates that you want to work with in your project structure.
You can use the “billable” setting when billable setting to omit some type of tasks from your reports.
Once you have decided upon a workflow schema, you must configure your My tasks and other task boards to reflect it.
It is especially important to configure the My Tasks board, as your creative teams use this to access their tasks.
You can also configure columns for the approval steps that make sense for your workflow.
Feedback can come from many different sources and refer to many different aspects of a project. To clarify what your team members are talking about, you can create notes labels that categorize the various types of feedback.
You can configure the labels that you choose to match your way of working.
Lists are a useful way to collect and view a static list of items attributed to a particular category.
You can use a list to track important tasks and objects for a specific part of a project, for example, or to shortlist versions for a review session.
You can configure your list categories based on how you wish to use them.
- Setting up workflow schemas
- Managing task templates
- Managing objects
- Managing types
- Managing statuses
- Managing list categories
- Managing note categories
Depending on how you work as a company, you might want to use priorities in your projects: learn more about setting up priority types