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Status Dashboard

Who can do this: Supporter plan. Reading and managing requests needs the Edit call sheets permission (the organization owner, an admin, or a member who has it). Medical notes are visible to the owner and admins only.
Once the asks are out, the question changes from “did I send it” to “where does everyone stand.” The Status Dashboard answers that in three places: a card on the project home, a section on each person’s page, and one page for the whole production. Where to find it: the Status Dashboard card on the project home. View all requests opens the full page.

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Check the project home

The Status Dashboard card on the project home shows how many requests are Awaiting, Responded, and Complete, and the most recent activity with a status badge per person. The Status Dashboard card on the project home: 2 people still owe a reply, counts for Awaiting, Responded, and Complete, Recent activity rows with badges, and View all requests and Ask cast & crew buttons
  • Click View all requests to open the full page.
  • Click Ask cast & crew → to send something new. See Requests.

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Open the Status Dashboard

The page has four parts, top to bottom: counts, the Ask someone roster, Best dates, and Past requests. The top of the Status Dashboard: counts for Awaiting, Partial, Responded, Complete, and Failed, then the Ask someone roster on the Cast tab with a Send request link per cast member Past requests lists every request with who it went to, their character, its status, when it was sent, and the last activity. An onboarding packet is one row, with how many sections are done, and a group request is one row with how many have answered. Click a row to open it. Past requests: one row per request with recipient, character, a status badge, sent time, and last activity, including Owen Reyes's onboarding packet with 1 of 4 sections done

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Read a reply on their page

When someone answers, the Status Dashboard section on their cast member or address book page shows what they said. The badge changes at the same time. The Status Dashboard section on Walter Boone's page, marked Partial: Date confirmation response, Yes 1, Maybe 0, No 0, 1 not answered, the Sat, Nov 14 row marked Yes, and a line that 1 shoot day is still unanswered
  • Availability and shoot-date confirmation show a Yes, Maybe, and No tally and the days they marked. Days they skipped are counted as not answered.
  • Sizes show the values they sent.
  • Contact details, dietary info, and an emergency contact show the fields they filled in.
Click View full response → to open the request page.

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See everything one person has said about dates

Below the Status Dashboard section, the Availability section folds together every availability and shoot-date answer this person has ever given, as Available, Maybe, and Unavailable counts with the dates under each. The Availability section on Elena Ruiz's page: 3 available, 1 maybe, 0 unavailable, the dates under each, and the note Aggregated from 1 request. Most recent answer wins when a date appears in more than one request If the same date was asked about twice, the newer answer wins. The same section sits at the top of the Info tab on the character’s board, with Request again next to it, above the Sizes and Dietary cards. A 1st AD checking on a character sees it without opening the cast member page. The Info tab on MAYA's character board: the Availability section with Request again, then Sizes and Dietary cards

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Example: picking the pickup day

You need one more day with Elena for pickups. Open MAYA’s board. Available lists Sat, Nov 7, Sun, Nov 8, and Sat, Nov 14, and Maybe lists Sun, Nov 15. Nov 7 is clear, so you book it. If the day you wanted is missing from every list, nobody has asked her about it yet, so click Request again.

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Open the full response

The request page shows everything about one request: who it went to, who sent it and when, the note you included, and every answer. Nora Whitfield's contact details request: the submitted phone, name, email, and note, then a Proposed changes box showing the phone on file struck through, the new number, and an Accept button
  • For dates, every day you asked about is listed, including the ones marked Not answered.
  • For contact details, a value that differs from what you had on file shows under Proposed changes (not applied). Click Accept to update the contact with it. Nothing on file is overwritten until you do.
  • Copy link for texting copies their personal link so you can text it to them.

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Find the day most people can work

Best dates on the Status Dashboard lists every date anyone has answered, ranked by how many are available, with the names. It appears once at least one person has replied. Best dates: ranked by how many people are available out of the 2 who have answered so far, 3 more haven't replied yet, with Sat, Nov 7 and Sat, Nov 14 at 2 of 2 and the names in each row Click Export CSV to download the same picture as a spreadsheet: one row per person who has answered, one column per date, and Yes, Maybe, No, or blank in each cell. Open it in Excel, Google Sheets, or Numbers.

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Track a group

A group request has its own page: one row per person, one column per day. A dash means they have not answered that day yet. Click a name to open their individual request. Group availability for the cast: Asked 3 people about 4 days, 2 of 3 answered, a grid with Yes, No, and Maybe cells and dashes for Nora Whitfield's unanswered days, and a Remind everyone who hasn't answered button Click Remind everyone who hasn’t answered to nudge only the people still outstanding.

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Statuses

A request does not stay Queued on its own. If one sits there for more than a minute, reach out to support.

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Mark a request complete by hand

If someone replies by text or in person instead of using the link, close the request yourself.
  1. In the Status Dashboard section on their page, click Mark complete.
  2. Add a note such as “Got via text”.
  3. Click Mark complete.
The Status Dashboard section on Priya Nair's page with the Mark complete form open: Completion notes with the placeholder Got via text, Cancel, and Mark complete The note is kept with the request and shows on the request page.

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Clear a test response

If you answered your own request to see how it looks, open the request page and click Clear response. Their answer is wiped and the request goes back to Awaiting. Anything already saved to a profile or contact, such as sizes or a phone number, stays.