Workflows

The best way to keep track of the work that goes into planning, doing and delivering a job.

One of the goals early on with ShootAssist was to make it a second brain for your business. Since so much about your schedule and clients was going to live here, it made sense for your workflow tracking to also happen directly in ShootAssist.

Main Idea

Use workflows to document each step that goes into every job of a particular job type. Each time you create a new job with that job type assigned, ShootAssist will automatically create all the workflow steps for the job and will help make sure you're keeping on top of those details.

To set up a new workflow, you'd head to Settings in ShootAssist and click on the workflow tab. From there, you can create a new workflow and give it a name.

Setting things up

Workflows are broken into three main categories in ShootAssist. Planning (everything prior to picture day), Production (everything after picture day), Delivery (everything after the work is printed or back from the lab).

You can add workflow steps to any of the 3 categories and use drag and drop to arrange the steps in a particular order. In addition, you can give each step a short description and a deadline (relative to the job's date)