Creating a project

Let’s create our first project in ftrack Review.

Navigate to the Projects tab on the left-hand menu. Next, on the right-hand side of the ftrack Review window, click on the + icon and then the folder icon that appears to create a new project.

Enter the name of your project. You can edit the name later, so don’t worry if you’re unsure what to name your project at this stage.

Private access can be toggled “On” at this stage if you don’t want all your team members to be able to access the project. You can invite team members individually from the right-hand sidebar once the project has been created. You can turn off private access at any time.

Click Create project.

When creating the project, a step-by-step guide will appear and assist with the following steps: create a review, add media and invite people.

After setting a name for the review, you can start adding media to share with collaborators. You can find more information about the Library below.

You can now add people to the review. When you add a collaborator, an email invitation containing a unique link to join the secure review session will be automatically sent to their email address. This unique link will identify each collaborator when they join, so you know who is adding feedback.

The thumbnail for the review session will be automatically generated, pulling the fist media from the list of uploaded media.

A thumbnail helps your team to quickly identify a project. To set a thumbnail for the project itself, first select an image that best represents your project. Go to the project “Home” page and drag your image into the top-right hand corner, or click the thumbnail space to find the image on your desktop. Adding a thumbnail at this stage is optional and it can always be added later.

You can also further identify your project by assigning a color to it. Click the color icon below the project thumbnail in the project Home page to set a color.

In the Home tab of the project, an activity feed will display all changes made to the project.

The step by step guide will appear for every new project created. Unless the guide is closed using the X, in the upper right corner. In case it has been disabled this way, the guide can be enabled again in the account settings:

Creating a review and adding media

Navigate to the Reviews tab of the project. To create a new review, click the + icon on the right-hand side and then the review icon.

Enter a name for the review session.

A review created this way will be empty so let’s go ahead and add some media to it. This can be done by simply dropping files on the review, browsing to them, or adding them from the project library.

To share media to the review from the project Library, click Import assets from Library. This lets you individually select the assets you wish to share from assets already uploaded to the project.

Tip: you can upload multi-page PDF files – collaborators can leave feedback on any of its pages.

Adding media to project library

Navigate to the Library tab of the project. To add your media to the project library, simply drag and drop files into the Library window or click to find them on your desktop. You can also organize media into folders.

Note: You don’t need to use ftrack Review’s Library features if you’d prefer not to. You can bypass the Library by creating a Review and add media directly onto it. However, using the Library enables you to create folders and stack asset versions for better organization of project media.

Adding collaborators and sharing a review

Navigate to a review and click the Details tab on the sidebar to the right. You can add a collaborator by searching among previously invited collaborators, or by simply entering the email address of a new collaborator.

To share a review with your collaborators, click Save.

Each collaborator will receive an email containing a unique link to the review session. This identifies each collaborator when adding feedback.

Tip: when entering Review for the first time, you’ll be presented by a welcome tour to guide you through the basics. If you ever want to see the tour again, you can find it in your account settings in the bottom-left of the ftrack Review interface.

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