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Team and Collaboration

  • Team and collaboration overview
  • Invite a Teammate
  • Projects workspace and image comments
  • Roles and Permissions
  • Collaborative editing workflow
  • Review and Approval Process
  • Remove or Change Team Access
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Documentation/Team and Collaboration

Projects workspace and image comments

Projects is an internal Teams workspace for shoot files—upload to buckets, toggle Comment mode, and leave pinned threaded comments on images and videos; clients review in the client portal, not in Projects.

Projects is an internal workspace for a shoot or job—uploads, buckets, approvals, and pinned comments on images and videos. It requires Teams on your plan. Clients do not use Projects; they use the client portal when you invite them through Portal Manager (Client delivery overview).

Prerequisites

Dashboard → Projects → open a project → Files tab

Plan: Teams enabled

What you're looking at

Bucket sidebar: folders of project files.

File viewer: preview with comment pins (amber = open, green = resolved).

Comment toolbar button: toggles Comment mode on the viewer.

Comments panel: threaded discussion for the selected file or pin.

Comment mode on project files

  1. Open Projects and select a project.
  2. On the Files tab, select an image or video from a bucket.
  3. Click Comment in the toolbar to enter Comment mode (button shows Exit Comment Mode when active).
  4. Click a spot on the image (or frame on video) to place a pin.
  5. In the Add Comment dialog, enter feedback and optionally mark Internal so only staff roles see it (not client project roles).
  6. Submit—the pin appears on the file; open it later to read the thread and reply.
  7. Resolve threads from the comments sidebar when the retouch or crop is done.
[Comment mode ON] → click image → pin + first message
        |
        v
[Thread in Comments sidebar] → replies → resolve (green pin)

Threaded comments and pins

  • Each pin is one thread with multiple replies.
  • Hover a pin for author and preview; click to open the full thread.
  • Internal threads stay visible to studio roles with internal access; use them for art-direction notes clients should not see.
  • File Approve / Request revision actions (when your role allows) sit below the viewer for formal sign-off separate from comment threads.

Implementation steps

  1. Create a Projects entry for the job and upload or move files into buckets.
  2. Assign teammates on the project Team tab with roles that include comment permission.
  3. Run a test pin and reply between two staff accounts.
  4. Resolve one thread and confirm the pin turns green.
  5. When client-facing proofing is ready, share via Portal Manager—not by adding clients to internal Projects unless your workflow explicitly uses client project roles.

Verifying your setup

  • Projects is available on your plan.
  • Comment mode creates visible pins and sidebar threads.
  • Internal vs client-visible comments match your studio policy.