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 to subscribe to our blog to be notified when new content is available. While this first release focuses on topics surrounding Creation, future topics will include training around Tracking, 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.

Note: As of Shotgun 8.0, the Projects Page has been updated and will look different than the Projects page in this video.

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.

Note: As of Shotgun 8.0, the Projects Page has been updated and will look different than the Projects page in this video.

4: Project Timeline (5m)

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

Note: As of Shotgun 8.0, the Projects Page has been updated and will look different than the Projects page in this video.

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.

Note: As of Shotgun 8.0, the Projects Page has been updated and will look different than the Projects page in this video.

Supplemental Material

Permissions

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.

 

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