Project Boards

Project Boards designed around cuts, aspect ratios, and publish dates.

Generic task managers treat a 20-minute YouTube documentary the same as an office to-do item. PlacidPlan Project Boards track every creative stage—from script and raw footage ingest to rough cut, frame-accurate client review, and final payout.

Project Board · Deliverable #YT-108 Stage: In Client Review
16:9 YouTube + 3x 9:16 Shorts Revision Round: 1 of 2

Studio Kōen — Desk Setup & Acoustic Treatment

Sponsor integration at 04:15 verified. Cut v2 uploaded and shared with client via Client Portal.

Editor: Liam V. (Sample)
Publish Target: Nov 14
Time Logged: 8h 40m
Attached Cut: Cut_v2_1080p.mp4
Three Synchronized Views

Switch between Kanban, Content Calendar, and Deliverable List.

Plan monthly retainers at a high level or zoom into today's editing queue without duplicating data.

01 · Kanban Pipeline

See where every cut stands at a glance.

Drag cards across Scripting, Raw Ingest, Rough Cut, Internal QA, Client Review, and Approved. Spot bottlenecks immediately before deadlines slip.

02 · Shoot & Publish Calendar

Separate internal edit deadlines from publish dates.

Keep your editor's rough-cut due date on Tuesday and the client's YouTube or Instagram publish date on Friday—both synced with Google Calendar.

03 · Multi-Client Retainer List

Track monthly deliverable quotas across clients.

Group deliverables by client retainer (e.g., 6 of 8 monthly Reels completed) so you always know how much capacity remains in the billing cycle.

Built-In Production Metadata & Migration

Custom fields, AI briefs, and one-click board imports.

Every card on a PlacidPlan Project Board includes structured metadata tailored to creators—and you can import your existing boards from Trello, Asana, ClickUp, or Notion in minutes.

  • ✓ Format & Aspect Ratio Tags: Label deliverables as 16:9 Long-Form, 9:16 Reel/TikTok, 1:1 Feed, or 4:5 Paid Ad.
  • ✓ Hook, Script & PlacidAI Drawer: Write opening hooks, visual cues, and generate AI voiceovers or thumbnails right inside the card.
  • ✓ Internal vs. Client Visibility: Keep raw notes and editor handoffs private while sharing only polished cuts in the Client Portal.

Included Production Board Templates

Start with a proven workflow template and customize columns to match your studio.

YouTube Channel Production Pipeline Idea → Script & Sponsor Brief → A-Roll/B-Roll Ingest → Edit & Thumbnail → Client Review → Published
UGC & Paid Social Ad Batch Brief & Hook Matrix → Product Shipped → Filming → Hook Variations v1 → Brand Approval → Invoiced
Monthly Short-Form Retainer (Reels / TikTok / Shorts) Batch Scripting → Raw Upload → Captions & Sound → Client Portal Sign-Off → Scheduled

Ready to organize your editing queue?

Create your first Project Board for free and see how seamlessly it connects with your Client Portal and invoicing.

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