Navigate the global navigation menu

00:09

The global navigation bar is the menu at the very top of Flow Production Tracking.

00:15

The global menu allows you easy access to your home page, Inbox, projects, and more.

00:21

Flow Production Tracking is highly customizable

00:24

and the global navigation menu may have

00:26

been customized to suit your studio's needs.

00:29

We will cover all the options that appear in

00:31

the global navigation menu by default, but be mindful that

00:34

the options available on your own site may look different

00:37

and may have been configured by a site administrator.

00:40

Your access may also be restricted in that you may

00:43

not see some of the available menu options or the

00:46

menu options may not display any data when selected because

00:49

the permission level assigned to you restricts your access.

00:54

If you're following along this training from a trial site that you created,

00:57

you will have admin permissions by default, giving you full access.

01:02

Let's take a look at each of the default global menu options one by one.

01:07

The very first button on the top left of the

01:09

global navigation menu is the Flow Production Tracking logo.

01:13

When selected, the logo acts as a shortcut to your home page.

01:17

If no home page is set for your user,

01:19

then the Flow Production Tracking icon will default to the Projects Page, which is

01:23

a page showing all of the projects in your Flow Production Tracking site.

01:27

Your home page can be set from either your account settings or from your

01:31

user profile by typing the name of the page into the homepage field.

01:38

You can verify if your shortcut is working by clicking over

01:41

the Flow Production Tracking icon in the global navigation menu.

01:51

Beside the Flow Production Tracking icon, you have the Inbox.

01:55

The Inbox allows you to see activity on all

01:58

things that are important to you in your work.

02:00

Through the concept of following,

02:02

you can receive notifications when new

02:04

notes, versions, publishes, or other important changes

02:08

are made on things that are related to your work. From your Inbox,

02:11

you can quickly set the kind of notifications you will receive by selecting

02:15

the gear in the top right hand corner and choosing Following Settings.

02:20

This will bring you to the My Follow Settings tab of your account settings, from

02:23

which you can set up the information

02:25

you will be subscribed to receive notifications about,

02:28

directly into your Flow Production Tracking Inbox.

02:31

When there are notifications waiting in your Inbox,

02:34

a red icon will appear over top of the Inbox. This is the Inbox notification badge.

02:39

The badge will display the number of new notifications that are waiting for you.

02:46

The next menu item is My Tasks.

02:49

This page is intended to help artists keep track of what they're working on.

02:53

The page displays all the tasks assigned to you.

02:56

Clicking on a task on the left hand side will load up

02:59

the tasks' linked entity in the detail pane on the right.

03:02

If I am assigned to a task on a shot,

03:05

I can click on the task on the left and the shot will open on the right.

03:09

I can quickly get an overview

03:10

of that shot,

03:11

see any other tasks that are being worked on,

03:13

see any versions that have been submitted, and any notes that I need to read so

03:17

that I know what to do and can move forward with my work. From my tasks,

03:21

artists can launch directly into their creative apps,

03:24

making it easy to jump from assignment to action.

03:27

The media page in Flow Production Tracking is where you

03:29

can quickly browse and review media across all your projects.

03:33

When you upload a movie or image file into the media app,

03:36

Flow Production Tracking will transcode the file into the proper format

03:40

so that it can play back in our supported browsers.

03:43

Transcoding is done to make files compatible with different

03:46

devices and to compress files to smaller sizes while

03:50

maintaining that quality. By converting high resolution video and

03:53

audio files to smaller low resolution proxy files,

03:57

Flow Production Tracking can provide faster and smoother playback on

04:01

web-based interfaces even with limited bandwidth or processing power.

04:06

When media is below 2K, then its current resolution is maintained.

04:10

If one or all of the dimensions of a media file is above 2K,

04:14

the larger dimension is snapped to 2048 and the other dimension

04:19

is adjusted according to the ratio of the original media.

04:22

For example, a 3648 by 2736 JPEG is transcoded into a 2048 by 1536.

04:32

Using the menu options in the left pane,

04:34

we can narrow down which project we want to view

04:37

media for, or view all media from projects at once.

04:41

We can browse through projects from their

04:43

specific entities like assets or shots to find

04:46

any media that has been uploaded to

04:48

Flow Production Tracking related to those entities.

05:09

We can find media based on playlists

05:11

we've already put together from all projects or from specific projects.

05:16

We can also find media based on cut sequences from all or from specific projects.

05:23

Once you've found the media you're looking for,

05:25

you can use the detailed pane on the right to play the media and add notes

05:28

within the media page, or you can send media to the app of your choice.

05:32

For example,

05:33

a supervisor who needs to see media in a resolution

05:36

higher than 2K can send media to RV,

05:39

from which high resolution media such as 4K

05:41

plates and image sequences can be reviewed.

05:44

A lead who needs to be provided detailed annotated

05:47

notes on media may choose to send media to Create,

05:50

from where they can overlay media on top of

05:52

a past version and do a more thorough comparison.

05:55

A coordinator who will be taking feedback notes

05:58

may choose to send media to the Review Notes

06:00

app, from where they can take notes on media

06:02

and update tasking due dates and assignments simultaneously.

06:09

Media from all projects that you have permission to see can

06:12

be accessed from the Media tab of the global navigation menu.

06:16

The next tab is Projects.

06:18

The Projects page shows you all the projects you are assigned to or allowed to

06:22

see that exist on a Flow Production Tracking site. From the drop down menu,

06:27

you can quickly search through any projects you've been

06:29

in recently and quickly jump into looking at any

06:31

entities you want to access on those projects, like

06:34

assets or shots. To view all the projects

06:37

you have permission to see, select View All Projects to

06:40

go to the main projects page for your site.

06:42

Otherwise, you can go into each project from the project link.

06:47

The All Pages tab will show you all pages on a site.

06:50

Global and project pages can be accessed from the All Pages tab,

06:54

as well as any personal pages you have created for yourself.

06:58

You can quickly create a new page from this menu by selecting the

07:01

gear on the bottom of the drop down menu and choosing New Page.

07:05

Depending on your permission level, you may be able to manage pages.

07:10

Here, you can

07:10

see the full list of available pages on your site,

07:13

select which ones are shared and available to all

07:16

users, and delete pages that are no longer needed.

07:20

The People page shows all users in Flow Production Tracking.

07:24

See information about a user's email, assigned permission group,

07:28

assigned projects, assigned groups, and more.

07:31

Clicking into a user's name will open up their Detail Page,

07:34

from which you can see even more information about that user.

07:38

Just like most of Flow Production Tracking,

07:41

these pages can be customized to show any information that's required.

07:45

For example, we can add

07:46

a History tab to see what actions a user has been taking in their site.

07:59

The Apps tab gives you quick access to project planning tools,

08:03

review apps, and artist tools like Create, RV, review notes,

08:08

crew planning, and more. The apps users have

08:11

access to can be customized by site administrators,

08:14

so that you can hide what you don't plan on using or enable what you do.

08:18

Some apps are listed in the app's drop down menu by default,

08:22

while others, like Project Timeline, need to be enabled.

08:27

The next menu item in the global navigation menu is Resource Planning.

08:31

Resource Planning is a tool designed to effectively visualize

08:34

and optimize the utilization of people on your team,

08:37

so you can confidently complete creative work on time and on budget.

08:41

The tool will only be visible if you have permission to

08:43

see it. As this tool is a more advanced topic,

08:46

it will not be covered as a part of this basic course.

08:50

Let's move on to the right hand side of the global navigation menu.

08:54

The Global Search allows you to search all of Flow Production Tracking.

08:58

Use the drop down arrows to filter your search to a specific entity to

09:02

speed up the time it takes Flow Production Tracking to provide you with results.

09:07

If your site is hosted on the cloud,

09:09

the next icon you will be able to see is the Gift

09:12

icon, which will link you to the What's New page. From here,

09:15

you can quickly learn about any newly released Flow Production Tracking features.

09:19

A blue notification badge will appear over the gift box icon

09:23

to notify you whenever a new feature has been released.

09:27

The plus sign is used to create a new entity record.

09:30

Entity records are usually created from within projects,

09:33

but you could choose to create them globally using this icon.

09:36

Simply choose the type of entity record you want to create,

09:39

then fill the form to create it.

09:41

Some entities may not be listed on this menu.

09:44

The visibility of entities in the global menu

09:47

can be controlled by admins via site preferences.

09:51

Use the sun and moon icons to change the theme of

09:54

the Flow Production Tracking interface between dark and light themes.

10:01

Last but not least,

10:03

selecting your user thumbnail in the top right corner will

10:06

allow you to easily navigate to your account settings,

10:09

and, if you're an administrator, allow you to access site-wide settings.

10:13

Administrators can also use this icon to access the

10:15

trash from where deleted information can be revived.

10:20

Now that you've been introduced to the global navigation menu,

10:23

in the next video, we will apply what we've learned step by step.

Video transcript

00:09

The global navigation bar is the menu at the very top of Flow Production Tracking.

00:15

The global menu allows you easy access to your home page, Inbox, projects, and more.

00:21

Flow Production Tracking is highly customizable

00:24

and the global navigation menu may have

00:26

been customized to suit your studio's needs.

00:29

We will cover all the options that appear in

00:31

the global navigation menu by default, but be mindful that

00:34

the options available on your own site may look different

00:37

and may have been configured by a site administrator.

00:40

Your access may also be restricted in that you may

00:43

not see some of the available menu options or the

00:46

menu options may not display any data when selected because

00:49

the permission level assigned to you restricts your access.

00:54

If you're following along this training from a trial site that you created,

00:57

you will have admin permissions by default, giving you full access.

01:02

Let's take a look at each of the default global menu options one by one.

01:07

The very first button on the top left of the

01:09

global navigation menu is the Flow Production Tracking logo.

01:13

When selected, the logo acts as a shortcut to your home page.

01:17

If no home page is set for your user,

01:19

then the Flow Production Tracking icon will default to the Projects Page, which is

01:23

a page showing all of the projects in your Flow Production Tracking site.

01:27

Your home page can be set from either your account settings or from your

01:31

user profile by typing the name of the page into the homepage field.

01:38

You can verify if your shortcut is working by clicking over

01:41

the Flow Production Tracking icon in the global navigation menu.

01:51

Beside the Flow Production Tracking icon, you have the Inbox.

01:55

The Inbox allows you to see activity on all

01:58

things that are important to you in your work.

02:00

Through the concept of following,

02:02

you can receive notifications when new

02:04

notes, versions, publishes, or other important changes

02:08

are made on things that are related to your work. From your Inbox,

02:11

you can quickly set the kind of notifications you will receive by selecting

02:15

the gear in the top right hand corner and choosing Following Settings.

02:20

This will bring you to the My Follow Settings tab of your account settings, from

02:23

which you can set up the information

02:25

you will be subscribed to receive notifications about,

02:28

directly into your Flow Production Tracking Inbox.

02:31

When there are notifications waiting in your Inbox,

02:34

a red icon will appear over top of the Inbox. This is the Inbox notification badge.

02:39

The badge will display the number of new notifications that are waiting for you.

02:46

The next menu item is My Tasks.

02:49

This page is intended to help artists keep track of what they're working on.

02:53

The page displays all the tasks assigned to you.

02:56

Clicking on a task on the left hand side will load up

02:59

the tasks' linked entity in the detail pane on the right.

03:02

If I am assigned to a task on a shot,

03:05

I can click on the task on the left and the shot will open on the right.

03:09

I can quickly get an overview

03:10

of that shot,

03:11

see any other tasks that are being worked on,

03:13

see any versions that have been submitted, and any notes that I need to read so

03:17

that I know what to do and can move forward with my work. From my tasks,

03:21

artists can launch directly into their creative apps,

03:24

making it easy to jump from assignment to action.

03:27

The media page in Flow Production Tracking is where you

03:29

can quickly browse and review media across all your projects.

03:33

When you upload a movie or image file into the media app,

03:36

Flow Production Tracking will transcode the file into the proper format

03:40

so that it can play back in our supported browsers.

03:43

Transcoding is done to make files compatible with different

03:46

devices and to compress files to smaller sizes while

03:50

maintaining that quality. By converting high resolution video and

03:53

audio files to smaller low resolution proxy files,

03:57

Flow Production Tracking can provide faster and smoother playback on

04:01

web-based interfaces even with limited bandwidth or processing power.

04:06

When media is below 2K, then its current resolution is maintained.

04:10

If one or all of the dimensions of a media file is above 2K,

04:14

the larger dimension is snapped to 2048 and the other dimension

04:19

is adjusted according to the ratio of the original media.

04:22

For example, a 3648 by 2736 JPEG is transcoded into a 2048 by 1536.

04:32

Using the menu options in the left pane,

04:34

we can narrow down which project we want to view

04:37

media for, or view all media from projects at once.

04:41

We can browse through projects from their

04:43

specific entities like assets or shots to find

04:46

any media that has been uploaded to

04:48

Flow Production Tracking related to those entities.

05:09

We can find media based on playlists

05:11

we've already put together from all projects or from specific projects.

05:16

We can also find media based on cut sequences from all or from specific projects.

05:23

Once you've found the media you're looking for,

05:25

you can use the detailed pane on the right to play the media and add notes

05:28

within the media page, or you can send media to the app of your choice.

05:32

For example,

05:33

a supervisor who needs to see media in a resolution

05:36

higher than 2K can send media to RV,

05:39

from which high resolution media such as 4K

05:41

plates and image sequences can be reviewed.

05:44

A lead who needs to be provided detailed annotated

05:47

notes on media may choose to send media to Create,

05:50

from where they can overlay media on top of

05:52

a past version and do a more thorough comparison.

05:55

A coordinator who will be taking feedback notes

05:58

may choose to send media to the Review Notes

06:00

app, from where they can take notes on media

06:02

and update tasking due dates and assignments simultaneously.

06:09

Media from all projects that you have permission to see can

06:12

be accessed from the Media tab of the global navigation menu.

06:16

The next tab is Projects.

06:18

The Projects page shows you all the projects you are assigned to or allowed to

06:22

see that exist on a Flow Production Tracking site. From the drop down menu,

06:27

you can quickly search through any projects you've been

06:29

in recently and quickly jump into looking at any

06:31

entities you want to access on those projects, like

06:34

assets or shots. To view all the projects

06:37

you have permission to see, select View All Projects to

06:40

go to the main projects page for your site.

06:42

Otherwise, you can go into each project from the project link.

06:47

The All Pages tab will show you all pages on a site.

06:50

Global and project pages can be accessed from the All Pages tab,

06:54

as well as any personal pages you have created for yourself.

06:58

You can quickly create a new page from this menu by selecting the

07:01

gear on the bottom of the drop down menu and choosing New Page.

07:05

Depending on your permission level, you may be able to manage pages.

07:10

Here, you can

07:10

see the full list of available pages on your site,

07:13

select which ones are shared and available to all

07:16

users, and delete pages that are no longer needed.

07:20

The People page shows all users in Flow Production Tracking.

07:24

See information about a user's email, assigned permission group,

07:28

assigned projects, assigned groups, and more.

07:31

Clicking into a user's name will open up their Detail Page,

07:34

from which you can see even more information about that user.

07:38

Just like most of Flow Production Tracking,

07:41

these pages can be customized to show any information that's required.

07:45

For example, we can add

07:46

a History tab to see what actions a user has been taking in their site.

07:59

The Apps tab gives you quick access to project planning tools,

08:03

review apps, and artist tools like Create, RV, review notes,

08:08

crew planning, and more. The apps users have

08:11

access to can be customized by site administrators,

08:14

so that you can hide what you don't plan on using or enable what you do.

08:18

Some apps are listed in the app's drop down menu by default,

08:22

while others, like Project Timeline, need to be enabled.

08:27

The next menu item in the global navigation menu is Resource Planning.

08:31

Resource Planning is a tool designed to effectively visualize

08:34

and optimize the utilization of people on your team,

08:37

so you can confidently complete creative work on time and on budget.

08:41

The tool will only be visible if you have permission to

08:43

see it. As this tool is a more advanced topic,

08:46

it will not be covered as a part of this basic course.

08:50

Let's move on to the right hand side of the global navigation menu.

08:54

The Global Search allows you to search all of Flow Production Tracking.

08:58

Use the drop down arrows to filter your search to a specific entity to

09:02

speed up the time it takes Flow Production Tracking to provide you with results.

09:07

If your site is hosted on the cloud,

09:09

the next icon you will be able to see is the Gift

09:12

icon, which will link you to the What's New page. From here,

09:15

you can quickly learn about any newly released Flow Production Tracking features.

09:19

A blue notification badge will appear over the gift box icon

09:23

to notify you whenever a new feature has been released.

09:27

The plus sign is used to create a new entity record.

09:30

Entity records are usually created from within projects,

09:33

but you could choose to create them globally using this icon.

09:36

Simply choose the type of entity record you want to create,

09:39

then fill the form to create it.

09:41

Some entities may not be listed on this menu.

09:44

The visibility of entities in the global menu

09:47

can be controlled by admins via site preferences.

09:51

Use the sun and moon icons to change the theme of

09:54

the Flow Production Tracking interface between dark and light themes.

10:01

Last but not least,

10:03

selecting your user thumbnail in the top right corner will

10:06

allow you to easily navigate to your account settings,

10:09

and, if you're an administrator, allow you to access site-wide settings.

10:13

Administrators can also use this icon to access the

10:15

trash from where deleted information can be revived.

10:20

Now that you've been introduced to the global navigation menu,

10:23

in the next video, we will apply what we've learned step by step.

Navigate the global navigation menu

The global navigation bar is the menu at the very top of Flow Production Tracking. The global menu allows easy access to a user's Homepage, Inbox, Projects, and more.

Flow Production Tracking is highly customizable and the global navigation menu may have been customized to suit your studio's needs. We will cover all the options that appear in the global navigation menu by default but be mindful that the options available on your own site may look different and may have been configured by a site administrator.

Your access may also be restricted, in that you may not see some of the available menu options, or the menu options may not display any data when selected, because the permission level assigned to you restricts your access. If you’re following along this training from a trial site that you created, you will have Admin permissions by default, giving you full access.

The menu items available on this bar can be configured by a Flow Production Tracking administrator.  

Home Page

The very first button on the top left of the menu is the Flow Production Tracking logo. When selected, the logo acts as a shortcut to your Home Page.

Home Page

If no "Home Page" is set for your user, then the Flow Production Tracking icon will default to the Projects Page, which is a page showing all of the Projects in your Flow Production Tracking site (at least the ones that you have permission to see), unless you change it.

Your Home Page can be set from either your Account Settings or from your user profile, by typing the name of the page into the Home Page field.

You can verify if your shortcut is working by clicking over the Flow Production Tracking icon in the global navigation menu.

Inbox

To the right of the Flow Production Tracking icon is the Inbox. The Inbox allows users to see activity on all the things that are important to users and their work. Through the concept of following, users can receive notifications when new Notes, Versions, Publishes, or other important changes are made on things that are related to their work.

Flow Production Tracking Inbox

From the Inbox, users can quickly set the kind of notifications they will receive by selecting the gear in the top right-hand corner and choosing "Following Settings". From the "My Follow Settings" tab of a user's Account Settings, users can set up which information they will be subscribed to receive notifications about directly into their Flow Production Tracking Inbox.

Flow Production Tracking Inbox

When there are notifications waiting in your Inbox, a red icon will appear over top of the Inbox. This is the Inbox notification badge. The badge will display the number of new notifications that are waiting for you.

Flow Production Tracking Inbox

My Tasks

The next menu item is My Tasks. This page is intended to help Artists keep track of what they’re working on. The page displays all the Tasks assigned to you. Clicking on a Task on the left-hand side will load up the Task's linked entity in the detail pane on the right. If I’m assigned to a task on a shot, I can click on the task on the left, and the shot will open on the right. I can quickly get an overview of that shot, see any other tasks that are being worked on, see any versions that have been submitted, and any notes that I need to read so that I know what to do and can move forward with my work.

From My Tasks, Artists can launch directly into their creative apps, making it easy to jump from assignment to action.

Flow Production Tracking My Tasks

Media

When you upload a movie or image file into the Media App, Flow Production Tracking will transcode the file into the proper format so that it can play back in our supported browsers. Transcoding is done to make files compatible with different devices and to compress files to a smaller sizes while maintaining their quality. By converting high-resolution video and audio files to smaller, lower-resolution proxy files, Flow Production Tracking can provide faster and smoother playback on web-based interfaces, even with limited bandwidth or processing power.

When media is below 2K, then its current resolution is maintained. If one or all of the dimensions of a media file is above 2K, the larger dimension is snapped to 2048, and the other dimension is adjusted according to the ratio of the original media. For example, a 3648x2736 JPG is transcoded into a 2048x1536.

Flow Production Tracking Media

Using the menu options in the left pane, we can:

  • Browse through Projects and their specific entities, like Assets or Shots, to find any Media that has been uploaded to Flow Production Tracking related to those entities.
  • Find media based on Playlists they have been placed in.
  • Find media based on the Cut sequences that media belongs to.

Projects menu options

Once users have found the Media they are looking for, they can use the detail pane to: 

  • Play the media in the overlay player.
  • Send the media to the app of their choice.
    • For example:
      • A Supervisor who needs to see media in a resolution higher than 2K can send media to RV, from which high resolution media such as 4K plates and image sequences can be reviewed.
      • A lead who needs to be provide detailed annotated notes on media may choose to send media to Flow Production Tracking Create, from where they can overlay media on top of a past version and do a more through comparison.
      • A coordinator who will be taking feedback notes may choose to send media to the Review Notes App, from where they can take notes on media, and update tasking due dates and assignments simultaneously.

Detail pane

Media from all projects that users have permission to see can be accessed from the Media tab of the global navigation menu.

Projects 

The next tab is Projects. The Projects page shows users all the projects they are assigned to, or allowed to see, that exist on a Flow Production Tracking site.

From the drop-down menu, users can quickly search through any Projects they've opened recently, and quickly jump into looking at any entities they want to access on those Projects, like Assets or Shots.

To view all the Projects you have permission to see, select View all Projects to go to the main Projects page for your site.

Otherwise, users can access each Project from the Project link.

The Project link

All Pages

The All Pages tab shows users all of the pages on a site. Global and project pages can be accessed from the All Pages tab, as well as any personal pages users have created for themselves.

All Pages menu

Users can quickly create a New Page from this menu by selecting the gear on the bottom of the drop-down menu and choosing New Page.

All pages

Depending on a user's permission level, they may also be able to Manage Pages. This menu option shows users the full list of available pages on a Flow Production Tracking site. Users can select which pages should be shared and available to all users, rename pages, add page details, and delete pages that are no longer needed.

Manage Pages

People

The People page displays all users in Flow Production Tracking. See information about a user's status, email, assigned Permission Group, assigned Projects, assigned Groups, and more.

People Page in Flow Production Tracking

Clicking into a user's name will open up their details page.

People Page in Flow Production Tracking

Apps 

The Apps tab gives users quick access to project planning tools, review apps, and artist tools, like Flow Production Tracking Create, RV, Review Notes, Crew Planning, and more.

The Apps tab in Flow Production Tracking

The apps users have access to can be customized by a site Administrator. Users can hide the apps they don't plan on using and enable the apps that they do. Some apps are listed in the Apps drop-down menu by default, while others, like Project Timeline, need to be enabled.

The Apps tab in Flow Production Tracking

Resource Planning

Resource Planning is a tool designed to effectively visualize and optimize the utilization of people on a team, so teams can confidently complete creative work on time and on budget. The tool will only be visible if users have permission to see it.

Global search

The global search bar allows users to search all of Flow Production Tracking. Use the dropdown arrows to filter searches to a specific entity, to speed up the time it takes Flow Production Tracking to provide results.

The Global Search bar

What's New

If a Flow Production Tracking site is hosted on the cloud, the gift icon will be visible, and will link users to Flow Production Tracking's What’s New page.

From here, you can quickly learn about any newly released Flow Production Tracking features.

The What's New page

A blue notification badge will appear over the gift box icon to notify users whenever a new feature is released.

Create entity

The plus sign is used to create a new entity record. Entity records are usually created from within Projects, but you can choose to create them globally using this icon. Simply choose the type of entity record you want to create, then fill in the form to create it.

Some entities may not be listed in this menu. The visibility of entities in the global menu can be controlled by Admins via Site Preferences.

Creating a new entity record

Dark theme toggle

Use the sun and moon icons to change the theme of the Flow Production Tracking interface between dark and light themes.

The Dark theme toggle in Flow Production Tracking

The Dark theme toggle in Flow Production Tracking

The Dark theme toggle in Flow Production Tracking

 

User account settings and Admin options 

Selecting the user thumbnail on the top right corner allows users to navigate to their account settings.

Administrator can use this menu to access site wide settings, as well as access the Trash, from where deleted information can be revived.

User Account settings and Admin options

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