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Boards and cards

Who can do this: All plans. Anyone with project access can read a board and comment on its cards. Adding, editing, moving, and deleting cards needs edit access for that part of the project: breakdown for elements, characters, locations, and scenes; crew for crew members; schedule for a Day Bible. Moodboard cards need the Moodboards feature: your first project on Free, all projects on Supporter.
Every scene, character, location, element, and crew member has a board. It is where the things that do not fit in a field go: the fitting time, the marina’s number, the reference photo for the lantern, the checklist for the rain rig. What belongs on a call sheet or in the budget flows there from the board. Find a board from the thing it belongs to: click an element or a cast member under Breakdown → Elements, click Open scene notes on a scene’s breakdown page, or click View Board on a crew member. Each shoot day has one too: Day Bible in the schedule sidebar.

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Read a board

A board opens on the tab that matters most for its kind: Info for an element, Info for a character, Overview for a location, Notes for a scene. The Notes tab holds the cards, with a count of how many there are. Every board starts with a few cards for its kind. A character’s has Cast Member, Ancillary Costs, and Talent Notes; a scene’s has Production Notes, Shooting Notes, and the rest listed in Managing scene notes. A starter card shows a gray prompt until someone writes in it. MAYA's board on its Notes tab: Cast Member, Ancillary Costs, and Talent Notes, with the Add Card space beside them

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Add a card

  1. Click Add Card, in the header or the dashed space at the end of the cards.
  2. Click a card type.
  3. Click Continue.
  4. Give it a title and whatever the type asks for.
  5. Click Create Card.
Adding a note to MAYA's board: Add Card, the Note tile, Continue, the title and content typed, Create Card, and the card in place An Image card skips the form: choosing the tile opens your project’s media, and the picture you pick becomes the card.

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Pick the right card type

The picker offers only the types that make sense on this board. The New Card picker on a character's board: Note, Link, Image, Todo, Cast member, Contact, Specifications, Cast agreement, Moodboard
  • Note, Link, Image: on every board.
  • Todo: a checklist. Each item can be assigned and discussed on its own. See Tasks and notes.
  • Contact: a name, phone, email, and address. On a location board, the Parking and Nearest Hospital contacts print on the call sheet for that location. See Managing locations.
  • Specifications: elements and characters. Measurements, sizes, and the details a department needs.
  • Cast member and Cast agreement: characters only. Casting is done from the Info tab; see Managing characters.
  • Extra: extras boards only. One card per background actor, and the card adds them to your contacts. See Managing extras.
  • Crew agreement: crew members only.
  • Location candidate: a location’s Scout Locations tab.
  • Moodboard: a page of images and text, laid out by hand. See Moodboards.
A Cost / Budget card and a location’s Budget card are made by the app and stay in step with the budget. See Line items and board sync.

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Edit, move, or delete a card

  • Click a card to edit it in place. Save keeps the change; Cancel or Escape leaves it.
  • Drag a card to move it.
  • Click the × in a card’s corner to delete it. You are asked first.
The Wardrobe fitting card open for editing, its title and text in fields with Cancel and Save under them

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Comment on a card

  1. Click the speech bubble in the card’s corner. The card’s comments open in a panel on the right.
  2. Type the comment. Type @ and part of a teammate’s name to pick them from the list.
  3. Click Post, or press Cmd+Enter (Mac) or Ctrl+Enter (Windows).
The comments panel for Wardrobe fitting with @Sam typed and Sam Okafor offered from the list Anyone you mention gets a notification and an email. Anyone who already commented on the card hears the reply. The bubble on the card shows how many comments it has. The posted comment: Boots are on the truck, with @Sam Okafor as a link and a thumbs-up under it Click the thumbs-up under a comment to react to it. Remove takes back a comment you wrote.

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Day Bible

Each shoot day has a board of its own, opened with Day Bible beside the day in the schedule sidebar. It gathers that day’s call sheet, shot list, sides, and continuity, and takes cards like any other board. When you send a call sheet, you can include a view-only link to it. See Stripboard and days and Call sheets.