Customise Your Project Briefing Process with Templates
Shootsta Pro allows you to streamline your project briefing process with customisable Project Briefing Templates. These templates help formalise briefing styles and ensure consistency across different business units. Admins can create and manage templates in the Organisation page, allowing teams to work efficiently and with clarity.
Setting Up a Project Briefing Template
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Name Your Template – Give your template a clear and descriptive name.
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Select a Sign-Off Workflow (Optional) – If approvals are needed, choose the appropriate sign-off workflow.
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Describe Your Template – Provide a concise description to guide users on how the template should be used.
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Create Custom Fields – Define up to six custom fields, each with a description. Fields can be marked as mandatory to ensure essential details are captured.
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Add Additional Fields – Incorporate multiple-choice options to further tailor your Project Template.
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Attach Documentation – Use the paperclip in multiple-choice selections or hyperlink within the template description to provide supporting materials.
Managing Your Templates
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Project Templates are created and managed by an admin in the Organisation page.
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Templates can be updated to reflect evolving processes and briefing styles.
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Ensure all required fields and multiple-choice options align with your team’s workflow.
By customising your Project Templates in Shootsta Pro, you can standardise project briefs across departments, ensuring consistency and efficiency in video production workflows.
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