Complete tasks from the global menu

00:10

At the end of this video,

00:12

you will be able to set a home page and use

00:15

the Flow Production Tracking icon as a shortcut to it,

00:18

navigate the media page and play a version,

00:22

open the projects page to see how many projects you have permission to see,

00:26

go to the people page and find your user profile,

00:30

search your name in the global search bar to navigate to your user profile,

00:35

open the apps drop down to see what apps you have access to,

00:39

and switch between dark and light themes.

00:42

It should be noted that the global navigation menu can be customized.

00:46

That being said it's possible that on your site,

00:49

you won't necessarily have access to or be able to see

00:52

all of the menu items that we will be going through.

00:55

If that's the case, simply jump to the next task.

00:59

Set your home page by modifying the homepage field in your account settings.

01:03

Account settings can be accessed by going to the user profile,

01:06

thumbnail in the top right of the interface and selecting Account Settings.

01:11

Once you find the homepage field, select the pencil tool to edit the field.

01:16

Delete the currently existing home page by selecting the backspace key

01:20

or by selecting the X beside the name of your current homepage.

01:24

Type in the name of the page you want to use as your homepage.

01:27

Then when it appears, select it.

01:29

Click out of the field to lock in your

01:31

new home page selection. to quickly access your homepage

01:34

anytime, select the Flow Production Tracking icon in the top left of the screen.

01:42

If you're using a demo site to work through this training,

01:45

there may not be any media uploaded to your Flow Production Tracking site.

01:49

Don't worry about not being able to play media just yet.

01:52

If your site does contain media, go to the media page,

01:56

select Browse in the left pane. This will allow you to browse all uploaded media.

02:02

Beneath all projects,

02:03

select All Versions in All Projects to show

02:06

you any uploaded media on projects that you are

02:08

allowed to view. Play the very first file by

02:11

selecting the blue play icon beside the thumbnail.

02:14

This will open up the overlay player.

02:17

The overlay player provides quick access to view uploaded media,

02:21

create notes and annotations and see any other media

02:24

that has been uploaded to the

02:26

same entity. In

02:26

this example,

02:28

I can play or pause the media from the

02:29

timeline toolbar in the detail pane on the right,

02:32

I can view other versions that have been submitted to

02:34

this shot and see any notes that have been written.

02:37

To go back to the media page, simply hit the X to close the media player.

02:45

Next, let's see what projects you have access to by going to the projects page.

02:50

Select Projects, View All Projects.

02:54

In this example,

02:55

I can see that I have access to 10 projects

02:57

which is indicated at the bottom of the page.

03:01

Select the People tab,

03:03

scroll through the listed names to find yourself

03:06

or search your name in the search bar.

03:08

Once you find your name, select it. This will link you to your user profile.

03:17

If you don't have permission to access the People page,

03:20

simply use the global search bar to search for yourself.

03:23

Type your name into the search bar.

03:26

To make the search even faster,

03:27

use the drop down arrow to choose what entity you're searching for.

03:31

In this case, each user is a person entity, so we can select Person.

03:37

Once your name appears, select it to go to your profile page.

03:45

You won't necessarily have access to all

03:47

the apps that flow production tracking offers.

03:50

If access to those apps has not been enabled or

03:53

your permission to access those apps has been restricted,

03:56

go to Apps and take note of which apps you have access to.

04:02

Dark themes use light colored text and icons on a dark background.

04:07

The decision to use a dark theme will depend on your visual preference.

04:11

While Flow Production Tracking defaults to a light theme,

04:14

you can easily switch to a dark theme.

04:16

Simply select the moon icon.

04:19

Now, you can continue to navigate around your site as usual.

04:23

To change back to a light theme, select the sun icon.

04:31

As a new user to Flow Production Tracking,

04:33

it's important that you get comfortable with the interface.

04:36

Practice navigating the site to become more familiar with your site.

Video transcript

00:10

At the end of this video,

00:12

you will be able to set a home page and use

00:15

the Flow Production Tracking icon as a shortcut to it,

00:18

navigate the media page and play a version,

00:22

open the projects page to see how many projects you have permission to see,

00:26

go to the people page and find your user profile,

00:30

search your name in the global search bar to navigate to your user profile,

00:35

open the apps drop down to see what apps you have access to,

00:39

and switch between dark and light themes.

00:42

It should be noted that the global navigation menu can be customized.

00:46

That being said it's possible that on your site,

00:49

you won't necessarily have access to or be able to see

00:52

all of the menu items that we will be going through.

00:55

If that's the case, simply jump to the next task.

00:59

Set your home page by modifying the homepage field in your account settings.

01:03

Account settings can be accessed by going to the user profile,

01:06

thumbnail in the top right of the interface and selecting Account Settings.

01:11

Once you find the homepage field, select the pencil tool to edit the field.

01:16

Delete the currently existing home page by selecting the backspace key

01:20

or by selecting the X beside the name of your current homepage.

01:24

Type in the name of the page you want to use as your homepage.

01:27

Then when it appears, select it.

01:29

Click out of the field to lock in your

01:31

new home page selection. to quickly access your homepage

01:34

anytime, select the Flow Production Tracking icon in the top left of the screen.

01:42

If you're using a demo site to work through this training,

01:45

there may not be any media uploaded to your Flow Production Tracking site.

01:49

Don't worry about not being able to play media just yet.

01:52

If your site does contain media, go to the media page,

01:56

select Browse in the left pane. This will allow you to browse all uploaded media.

02:02

Beneath all projects,

02:03

select All Versions in All Projects to show

02:06

you any uploaded media on projects that you are

02:08

allowed to view. Play the very first file by

02:11

selecting the blue play icon beside the thumbnail.

02:14

This will open up the overlay player.

02:17

The overlay player provides quick access to view uploaded media,

02:21

create notes and annotations and see any other media

02:24

that has been uploaded to the

02:26

same entity. In

02:26

this example,

02:28

I can play or pause the media from the

02:29

timeline toolbar in the detail pane on the right,

02:32

I can view other versions that have been submitted to

02:34

this shot and see any notes that have been written.

02:37

To go back to the media page, simply hit the X to close the media player.

02:45

Next, let's see what projects you have access to by going to the projects page.

02:50

Select Projects, View All Projects.

02:54

In this example,

02:55

I can see that I have access to 10 projects

02:57

which is indicated at the bottom of the page.

03:01

Select the People tab,

03:03

scroll through the listed names to find yourself

03:06

or search your name in the search bar.

03:08

Once you find your name, select it. This will link you to your user profile.

03:17

If you don't have permission to access the People page,

03:20

simply use the global search bar to search for yourself.

03:23

Type your name into the search bar.

03:26

To make the search even faster,

03:27

use the drop down arrow to choose what entity you're searching for.

03:31

In this case, each user is a person entity, so we can select Person.

03:37

Once your name appears, select it to go to your profile page.

03:45

You won't necessarily have access to all

03:47

the apps that flow production tracking offers.

03:50

If access to those apps has not been enabled or

03:53

your permission to access those apps has been restricted,

03:56

go to Apps and take note of which apps you have access to.

04:02

Dark themes use light colored text and icons on a dark background.

04:07

The decision to use a dark theme will depend on your visual preference.

04:11

While Flow Production Tracking defaults to a light theme,

04:14

you can easily switch to a dark theme.

04:16

Simply select the moon icon.

04:19

Now, you can continue to navigate around your site as usual.

04:23

To change back to a light theme, select the sun icon.

04:31

As a new user to Flow Production Tracking,

04:33

it's important that you get comfortable with the interface.

04:36

Practice navigating the site to become more familiar with your site.

Complete a series of tasks from the global navigation menu

Set a Home Page and use the Flow Production Tracking icon as a shortcut

Users can set a homepage by modifying the "Home Page" field, which can be found in a user's Account Settings.

Account Settings can be accessed by going to the user profile thumbnail on the top-right of the interface and selecting Account Settings.

Account settings

Once you find the "Home Page" field: 

  • Select the pencil tool to edit the field.
  • If one exists, delete the currently existing home page by selecting the backspace key, or by selecting the "x" beside the name of the current homepage.
  • Type in the name of the page to be used as a Home Page, then when it appears, select it.
  • A new home page has now been set.

Setting a new home page

Setting a new home page

Users can quickly access their homepage any time from the global navigation menu by selecting the Flow Production Tracking icon in the top left of the menu.

Navigate to the Media page and play a version

For users working in a site that contains media, from the global navigation menu go to the Media page.

Select Browse in the left pane to browse all uploaded media.

Beneath All Projects, select All Versions in All Projects, which shows users any uploaded media on projects that they are allowed to view.

All Versions in All Projects

Play the very first file by selecting the play icon beside the thumbnail.

Play the first file by selecting the play icon

Playing a file will open up the Overlay Player.

The Overlay Player provides quick access to view uploaded media, create notes and annotations, and see any other media that has been uploaded to the same entity.

Media overlay player

Play or pause the media from the timeline toolbar.

In the detail pane on the right, view other versions that have been submitted to the same entity, and see any notes that have been written.

To go back to the Media page, simply hit the "x" to close the Media player.

Open the Projects page to see how many Projects users have permission to see

To see what Projects a user has access to from the global navigation menu, Select Projects > View All Projects.

Viewing a user's access to Projects

The full list of accessible Projects will be listed.

The full list of accessible Projects

Go to the People page and find a user profile

Select the People tab.

The People tab

Scroll through the list of names to find a user or search your name in the search bar.

Search your name in the search bar

Once you find your name, select it. This will link you to your user profile.

Your user profile

Search in the global search bar to find a user profile

If a user doesn't have permission to access the People page, they can use the global search bar to find their user profile.

From the global navigation menu, type a name into the search bar. To make the search even faster, use the drop-down arrow to choose what entity you are searching for. Once a user's name appears, they select it to go to their Profile page.

Navigating to the user's profile page

Open the Apps drop-down to see what apps a user has access to

Users may not have access to all the Apps that Flow Production Tracking offers, if access to those apps has not been enabled, or permission to access those apps has been restricted.

Go to Apps to make note of which apps users have access to.

The Apps dropdown

Switch between dark and light themes

Dark themes use light-colored text and icons on a dark background. The decision to use a dark theme will depend on a user's visual preference.

While Flow Production Tracking defaults to a light theme, you can easily switch to a dark theme.

Simply select the moon icon. Now you can continue to navigate around your site as usual.

The moon icon for night mode

To change back to a light theme, select the sun icon.

The sun icon for day mode

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