A project board makes it easier to see what is waiting for footage, editing, feedback or delivery. It can be a spreadsheet, a task application or a physical board. The useful part is a shared view of the next action.
Use a few meaningful stages
Start with columns such as Ideas, Ready to edit, In progress, Review and Delivered. Adapt them to your process. If a column does not tell you what happens next, rename or remove it.
Move a card when the actual state changes. “Review” should mean someone has received a version and knows what decision they need to make, rather than simply that the editor hopes to get feedback soon.
Put the brief on each card
A card should contain the audience, requested format, source folder, due date, review link and person responsible for the next step. Add links instead of copying media into several different systems.
Use a clear project name and version. Keep the full-resolution source and editable project in their agreed storage location. A board is a reference to those files, not a substitute for a backup.
Make review a defined step
Ask for consolidated feedback from the person who can approve the work. Record the current review version and distinguish factual corrections from new scope. Timestamped notes make revisions easier to apply.
When a source is missing or a client has not approved the brief, mark the blocker explicitly. For the recording side, use the client footage handoff checklist.
Keep drafts beside the project
If you use Smoothy Studio for titles, hooks or descriptions, link the reviewed output to the right project. Preserve the source transcript and the final copy so you do not need to regenerate them to find the approved version.
The current SmoothyEdit dashboard is for Studio analysis, AI Photos and history. It does not expose the Kanban organizer or focus-timer interface described by an older version of this article. Use the board application that fits your own workflow.
Review the board regularly
At the start of a session, choose the next action for the highest-priority active card. At the end, record what changed and what is still needed. Keep work-in-progress small enough that each project has a clear owner and next step.
For repeated transcript tasks, see a reusable editing checklist. A simple, maintained system is more useful than a large board that no longer reflects the real projects.