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Boards and cards

Each scene, character, location, and breakdown item has a board: a workspace for notes, cast assignments, contacts, links, and tasks. Boards keep production details organized and connect them to call sheets and the project budget.

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Where to find boards

You can open boards in two main ways:
  1. Breakdown tab: Open the Breakdown tab and click a scene, character, location, or item (e.g. a prop or costume). The board opens for that entity. From a scene’s breakdown page, use View scene board to open that scene’s board.
  2. Elements: Open the Breakdown dropdown in the nav, choose Elements, pick a category (Cast Members, Props, Locations, Set Dressing, etc.), then click an item to open its board.
Scene board: Each scene in the breakdown has its own board for images, links, todos, and references. Open it from the scene breakdown page via View scene board. See Managing scene boards for what to put there and how it differs from the scene breakdown page. Day Bible: In the Schedule tab, the left sidebar lists each production day. Next to Call for each day, click Day Bible to open that day’s board. The Day Bible holds call sheet, shot list, DPR, one-liner, day sides, continuity cards, and your own cards for that day. Continuity cards: Costume Continuity is always shown; when Day Bible enhancements are enabled and the day has makeup/hair continuity, a Makeup/Hair (Day) card appears; when the day has props/set-dressing continuity, a Props Continuity (Day) card appears. Opening a continuity card (Costume, Makeup/Hair Day, or Props Day) opens the day-specific continuity PDF in the same window. Day Bible view-only link: When you send a call sheet, you can include a view-only Day Bible link so recipients can open that day’s board in a browser without signing in. In the Send Call Sheet modal, check Include view-only Day Bible link (no login required); the app creates the link when you send (when Day Bible enhancements are available for your plan). Recipients see the day’s board in read-only form and can open the Day Packet and day-specific PDFs (sides, one-liner, continuity). They cannot edit the schedule or call sheet. If the schedule or day is changed or removed after the link was sent, the link may stop working; recipients should use the call sheet and Day Packet they already received or contact production for the latest schedule. You can revoke the view-only link so the URL stops working; to share again later, send another call sheet for that day and check the view-only link option to generate a new link. See Call sheets for sending and link options. Some boards (e.g. character boards) open with a starter card already added (e.g. Cast Member).

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Adding cards

  1. Open a board.
  2. Click the Add Card area (dashed border).
  3. Choose a card type.
  4. Fill in the title and content.
  5. Click Create Card.
You can drag cards to reorder them on the board.

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Card types

  • Note: Production notes, ideas, reminders.
  • Link: Reference links (mood boards, research, vendor pages).
  • Image: Reference images or photos.
  • Todo: Checklists and pre-production tasks. Add multiple items, assign team members, and mark complete. Todo items can have notes and comments.
  • Cast Member: Character boards only. Links the character to a cast member (name, email). Create or link the cast member first. Talent from character boards is pulled onto call sheets for scheduled scenes.
  • Contact: Addresses, parking, nearest hospital, and other contact info. Used on location boards. Parking and Nearest Hospital contact cards sync to the call sheet for those locations.
  • Specifications: Item boards (props, wardrobe, vehicles) and character boards (e.g. actor sizes for costume). Specs, measurements, cost, vendor. On item boards, a Cost card syncs with the project budget: edit cost on the board or in the budget and they stay in sync.
  • Extra: Background actors with contact info. Syncs to project contacts (Extras category). See Managing extras.
  • Location Release / Location Candidate: Location boards only. For scouting candidates and location release PDFs. See Managing locations.

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Comments and tagging on cards

Cards support comments. Open a card (click it) to open the detail slide-over. Add a comment to discuss the card with your team. Use @name to tag a teammate; they get notified. You can add reactions to comments and remove your own comments. Comment count appears on the card. Todo cards also support comments on individual todo items.

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How boards sync with call sheets

  • Talent: Assign cast on character boards (Cast Member cards). When you create or resync a call sheet, talent is pulled from characters in the scheduled scenes. Cast info appears on the call sheet.
  • Locations: Add Contact cards on location boards for parking and nearest hospital. For the Parking and Nearest Hospital locations, this info syncs to the call sheet.
  • Crew: Add crew from your project contacts. They appear in the Crew Grid on the call sheet.

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Tips

  • Character boards often start with a Cast Member card. Edit it to link the character to a cast member so they appear on call sheets.
  • Location boards can include set address, parking, and hospital cards. Parking and hospital info syncs to call sheets for those locations.
  • Item boards (props, wardrobe, vehicles) use Specifications cards for specs, cost, and vendor. Use a Cost card to sync with the project budget.
  • Day Bible is in the schedule sidebar (stripboard view): same row as Call for each day, with a grid icon and the label “Day Bible.”