How It Works

The 10 Essential Steps

1. Ingest

Import essential data from anywhere without the hassle.

Update or modify data easily if you need to.

2. Consolidate

Gather critical project information into easily searchable Library databases.

A single source of truth to keep projects organized and efficient.

3. Visualize

Use special Task cards to represent the individual creative assets within a campaign, production, or content plan.

Tasks self organize and keep information quick to digest.

4. Contextualize

Connect information from the Library to Tasks to provide essential context.

Save time – changes to cells in libraries automatically changes sync to relevant Tasks.

5. Guide

Add visual references to make each card's purpose crystal clear.

Feel confident that everyone is working from the right set of instructions.

6. Prioritize

Arrange Tasks to communicate shifting priorities in real time.

Reassure stakeholders and reduce wasteful communication with collaborators.

7. Collaborate

Integrate teammates, stakeholders, and vendors directly into any process.

Avoid sending endless versions of documents – send a single URL that's always updated.

8. Track

Collaborate Effortlessly

Understand project status at a glance so that nothing slips through the cracks.

9. Produce

Generate rich filename conventions.
Create images, videos, illustrations, designs and folders.

Understand assets and their context quickly using searchable metadata on cards.

...And Repeat

Re-use successful workflows on similar projects or recurring tasks.

Save time and establish reliable processes that team members can deploy without specialized experience.

CONTACT SALES