1. Create a Project

1. Stay on Folder or and Month List

2. Click "Add Task" button on the top right corner or press "T" if shortcut is enabled

3. Fill The following Fields

   1. Mandatory - Copy Paste From Fiverr Order

      

   2. Mandatory - Update Project Link

   3. 
      

   

   • Mandatory - Update Available Assets and Project Level

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   • Optional - Checkmark the fields if they are finalized

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2. Handling Projects in Each Status

2.1 Status: Active

2.2.1. If clients need to send additional information or resources that block the production flow.

• Change the status to PENDING

2.2 Status: PENDING

1. If clients have sent the additional information or resources and the production blocker has been resolved...

   • Change the status to ACTIVE

   

2.3 Status: IN PROGRESS

1. When the script is ready and has been sent for client review, add the 'client review' tags.

2. 
   

• If client send the major revision (need to resend for client review), remove the client review tag and reply the feedback in a thread of the ClickBot comment. Else share the feedback on the "Script has been sent to client review" thread

• If script has been approved, check the Script field.

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2.2 Status: READY TO DELIVER

1. Once the project is delivered, update the status from "READY TO DELIVER" to "DELIVERED"

2.3 Status: DELIVERED

1. If clients approve the project; Complete the project by clicking checkmark.

   
   

1. If clients request the revision, Change the status to "REVISION REQUESTED"

2.4 Status: REVISION REQUESTED

1. If client hasn't sent any feedback or asked us to wait for the feedback; Do nothing

2. If client has shared the feedback, Drop the Feedback as it is in a thread, and remove the tags 'client review'