Review Notes App
- Launching Review Notes
- The left pane
- The right pane
- Review Notes layouts
- Preview and publish
- Keyboard shortcuts
- Action Menu Items (AMIs)
The Review Notes app is for taking notes quickly during review session. It allows you to create Notes on Versions, pull up related information about the thing that’s being reviewed, and distribute those notes to the studio when the review ends.
Launching Review Notes
Step 1: From the Apps menu, select Review Notes.
Step 2: In the new tab that opens, choose a Project, and then a Playlist that you want to open.
Step 3: Take Notes.
Notes save in the background, so don’t worry about losing them!
The left pane
The left pane is where you’ll enter all of your Notes on each Version. Each text box represents a Note you’re taking on the Version. Hover over the image below for more detailed explanations of what you can do in the left pane.
- Add Version: Click this button to add existing Version(s) to the Playlist and they’ll appear in Review Notes right away. This is great for last minute submissions.
- Remove: Click this button to remove a Version from the Playlist along with any Notes you typed on it.
- Sort by Custom Order: Choose the field on Versions you want to sort by. By default, it will sort using the “Sort Order” field in the Playlist. As you rearrange Versions in the Playlist the Playlist sort order keeps track of these values.
- Fields: Display any field on the Version to the right of its thumbnail using this menu.
- Rearrange the order of the Versions by dragging a Version’s top left corner.
- Add Note [+]: Add a new, separate Note to the Version.
- Attach files to the Note [paperclip icon]: You can attach files in the Review Notes app.
- Click on the paperclip icon and select which files to attach. After the files are selected, click the "Attach" button to add them to the Note (otherwise the attachments will not get uploaded to Shotgun).
- Once the files are uploaded, you can choose to delete any attachments. However, if you already have at least one attachment, you will not be able to add any new attachments.
- When you are ready, select “Preview & Publish.” You will see the attachments in your Note.
- Gear icon: Send a Note now, clear a note, or remove the Version entirely.
Custom Note field layouts
You can save fields which are exposed in the left pane. For example, you can add “status” as a field to the Note. Choose “Status” under “More fields…”, and a yellow banner will appear at the top of the Note, giving you the option to save the layout or revert. When you save, the changes you made to the layout will affect all users of the app (e.g., anyone using Review Notes will see “status” as one of the Note fields).
Add notes to multiple Versions
You can also add Notes to send to multiple Versions at once. Select one or more Versions and then right click anywhere in the left pane (that is not on a field). Choose “Create New Note.”
This will launch a New Note window that will display the selected Versions and the Tasks associated with those Versions. You can add or remove selected Versions in the Links box, and you can choose to either send one Note to all selected Versions, or send duplicate Notes, with each Note linked to a selected Version.
After you create a Note, you will be able to see the Note on its respective detail page (Versions, Shots, Tasks, Playlist).
The right pane
The right pane is where you’ll see all the information related to the Version and the thing you’re reviewing (a Shot, Asset, etc). The idea is that the person taking notes during a review session is equipped to answer any question that comes up during the review, whether that’s about a previous Version, Note, or the schedule. Hover over the image below for more detailed explanations of what you can do in the right pane.
- Upper Pane: You can expand and collapse the top panel by clicking the Version’s thumbnail. You can also configure which fields show up here.
- Related Versions: Here you’ll see all the previously submitted Versions on the thing you’re reviewing. You can expand and collapse Notes on each Version, choose which types of Notes you display (open/closed/all/none), and add fields, just like you can in the left pane.
- Related Notes: If you need a more detailed view of all of the Notes on the Shot, Asset, etc. You can group and sort the Notes however you’d like.
- Related Tasks: See the schedule for the thing you’re reviewing (Tasks linked to the entity).
- Filter Panel: On any of these sections, you can click the magnifying glass to further refine the list of things you see.
Review Notes layouts
Using the layout dropdown and search, you can scroll existing saved layouts or search them. To save a customized layout, select the page dropdown and select Save Changes to Current Layout or Save As New Layout. Layouts are available to anyone using the Review Notes, but customizing layouts is managed with the permissions on Entity Permissions > Page. Save as a new Layout... requires the Create permission; Save Changes to Current Layout requires the Edit permission. For more information on setting permissions, see Permissions.
The list of layouts is shared across the studio, so you may want to make a few different types of layouts for different types of reviews and departments using Review Notes. The layout search will list the first 200 layouts by default and autocompletes when searching.
Preview and publish
Once you finish taking your Notes, highlight the notes you would like to send, and then click “Preview and Publish”. You can choose to send your selected Notes or all Notes in the playlist.
You will then see a new window with your selected Notes. Here you can specify fields and generate a summary email. To create a summary email, check the box and fill in the form to send one email to people, groups, or external email addresses. If you send your Notes out to clients after a review, this is going to save you tons of time.
Once you click “Send Notes,” Flow Production Tracking will create the Notes and email anyone they're addressed to.
After you publish your Notes, you will see confirmation that they were sent. You can then choose to go to the Playlist detail page or view a new page with the imported data.
If you chose to send a summary email, you will also have the option to view the email you just sent.
Keyboard shortcuts
The Review Notes app has keyboard shortcuts, for anyone who wants to be a power user. To access the list of keyboard shortcuts, either click the link at the bottom of the right pane or press + <?> on Mac or + <?> on Windows.
Action Menu Items (AMIs)
Action Menu Items (AMIs) are available on Versions in the Review Notes App. Right-click on the Version in the left pane to access your custom AMI.
