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How to Track Editing Work

Use search, due-date filters, card details, and drag-and-drop to keep edits current.

Use Projects as the editing queue after a shoot has passed.

Cards show the project name, shoot date, due date, and due warning when attention is needed.

  1. Set a useful editing deadline

    Set Post-wedding delivery deadline (days) in Settings > Business so new work starts with a useful due date.

    Keep project names and dates up to date.

  2. Find the work that needs attention

    1. 1.

      Open Projects.

    2. 2.

      Use Search and choose All projects, Due soon, or Overdue. Due warnings apply to Backlog and Working on it.

    Projects page showing Search, All projects, Due soon, Overdue, and Add Project.
    Projects search and due filters

  3. Review the card before changing it

    1. 1.

      Open a card’s details to check the Shoot date and Due date.

    2. 2.

      Use the card menu and choose Edit when the name or dates need to change.

    Expanded sample project card showing shoot date, due date, due warning, Edit, and Remove.
    Expanded project card

  4. Update the editing stage

    1. 1.

      Drag the card to the column that matches the editing stage.

    2. 2.

      Wait for the card to finish moving before leaving the page.

  5. When to remove a project

    Choose Remove only when the project should leave the board.

    Confirming Remove this project card changes the connected booking status to Past.

    • The default due date comes from Post-wedding delivery deadline (days) in Settings > Business, unless the project due date is manually overridden.

  6. Check the updated queue

    Open Details to check the updated name and dates.