Producer Training: Shotgun

This Producer series focuses on empowering Producers and keeping them engaged with real-life scenarios rather than just outlining the basics. These videos are parsed by topic and aimed to educate Producers through project creation to full-on project tracking—with an advanced scheduling and tracking emphasis. Whether Producers are starting Shotgun for the first time, or have been using it for some time, these videos can help transform Producers into Shotgun power users. Even though these scenarios can be handled in many different ways, best practices are demonstrated throughout.

We plan to iterate existing content and cover new topics over time, so be sure subscribe to Shotgun Software via the youtube playlist to be notified when new content is available. While these first round of releases focuses on topics surrounding Creation and Tracking, future topics will include training around Reporting, Advanced Collaboration, and Project Completion.

Interested in giving feedback on this series? Give us a shout by submitting a request here.

Producer Training Course Playlist

1: A Producer's Intro to Shotgun (6m)

An overview of how to organize our information in Shotgun so that our Projects are set up to succeed.

Supplemental Material

Shotgun schema
Best Practices
Shotgun Street Smarts: Getting Started

2: Set up Account Settings (7m)

A look into Account Settings for ourselves and our crew, covering notifications, email notifications, and follow settings so that collaboration can start early on.

3: Create a Project (3m)

An in-depth overview of creating a Project, and managing Project statuses from bidding and pre-production to being awarded the project.

4: Project Timeline (5m)

A higher level dive into managing Project phases, such as turnovers, deliveries, departmental phases, and other important dates to track.

5: Adding People (6m)

A dive into adding People to Shotgun with an overview of how permissions will drive what they can see and do.

Supplemental Material


6: Crew Planning (6m)

A higher level dive into managing our crew with new hires, existing crew, the Projects they will be working on, and when they have vacations.

7: Importing Assets, Shots, and Bids when some Data is already in Shotgun (8m)

A deeper dive into more complex importing, covering how to import Tasks, Bids, and Asset data at the same time.

Supplemental Material

The "Sample Bid Importer" (from article mentioned) is downloadable at the bottom of this article.

8: Linking Entities (8m)

A more in-depth overview of how Entities are linked together, and how to use bubbled fields.

9: Tasks and Scheduling (13m)

A dive into Task Templates, the anatomy of a Task, and creating Tasks on the fly for common workflows. This is the first of four videos in the series that cover Tasks in different contexts.

10: Tasks and Pipeline Steps (11m)

A dive into Pipeline Steps and how to digest statuses easily from one page.

Supplemental Material

Pipeline Steps for Admins

11: Scheduling with the Gantt View (14m)

A deeper dive into scheduling more visually, with the gantt view. This video covers common workflows and scenarios, including dependencies, splitting tasks, offsets and work schedules.

Supplemental Material

Work Schedules

Shotgun Street Smarts: Scheduling Tips and Tricks

12: My Tasks (8m)

An overview of how to configure My Tasks for Artists, and how to log time.

Supplemental Material

Intro to Shotgun Create

My Tasks

Time Logs

Tracking bids and logging time

Smart Thumbnails

Creating things like Pages via the Global New Menu (covered in the Adding People Topic)

Required Fields on a Form (covered in the Tasks and Scheduling Topic)

13: Tracking Bids Against Time Logged and Comparing Field Values (9m)

A dive into measuring bids versus actuals, and comparing field values with calculated fields. This video covers common workflows relating to Task, Shot, Asset, Spot, and Level costs, and how to determine when Tasks are going over budget.

Supplemental Material

Calculated Fields

Site Preferences: Language and Formatting

Query Fields