Video Edit Pipeline Template
Drag every edit toward on-time delivery
Video edits stall when footage batches, review notes, and approvals splinter across drives, email, and chat. Instaboard turns that chaos into a live pipeline you can drag, filter, and duplicate so every stage stays in view with the same schema. Start by duplicating the locked Footage Intake Batch card in Get Started, tagging Waiting on footage so assistants see what is still ingesting, then pull the work into Prep & Organize once proxies, project files, and graphics land. Assembly cards keep Frame.io links beside version checklists, Review Round Notes capture every decision in one place, and the Delivery Package Checklist closes the loop before you slide the project to archive.
- See every cut’s blocker, version link, and next owner at a glance
- Duplicate locked cards to capture briefs, intake batches, and review logs fast
- Surface blockers instantly by filtering Waiting on footage or Needs music license labels
- Attach Frame.io links, project files, and exports so comments, checklists, and media stay on the same card
Start in Footage Intake & Backup
Welcome aboard: duplicate the Footage Intake Batch card from Get Started, drop it in Footage Intake & Backup, and fill the source drive, camera angles, proxy status, and backup owner. Attach your camera log CSV or audio stems so the whole crew works from the same card. Assign the editor or assistant editor, set a due date for finishing ingestion, and add the Waiting on footage label so ingest bottlenecks surface instantly in saved filters.
Prep the project in Prep & Organize
Move the card into Prep & Organize once backups pass. Attach the Premiere or DaVinci project file, plus any brand kits or MOGRT packs, so the project stays linked to the card. Duplicate the Motion Graphics Request card if you need custom lower thirds and assign it to design. Apply labels like Motion graphics or Audio mix to flag specialist work, and leave a comment tagging teammates who need to load assets so they receive notifications with the same context.
Assemble and track rough cuts
Drag the work into Assembly & Rough Cut when you begin sequencing. Attach Frame.io or review links so stakeholders can play the latest cut directly from the card alongside version comments. Update the Rough cut checklist, mention which version is live in the card comments, and flip Blocked on if b-roll or licensed music still needs approval so the board view highlights the issue. Keep due dates current so the shared calendar reflects edit deadlines automatically.
Pro tip: Add Descript transcripts or edit notes as attachments so copywriters and subtitles stay in sync in the same view.
Coordinate finishing in Polish & Finishing
Slide the card into Polish & Finishing as soon as color, audio, or graphics begin. Duplicate Motion Graphics Request or assign the existing task to specialists, apply the Audio mix and Color pass labels, and reassign the card to whoever owns the current pass. Drop DaVinci or Pro Tools project files in the attachments, adjust the due date so finishing work appears on the calendar, and leave a checklist note so everyone sees what remains before review.
Log feedback in Client Review & Revisions
Move the card forward after internal polish and duplicate Review Round Notes in Client Review & Revisions. Capturing reviewer, version, blocking decisions, and follow-up inside the locked template keeps every round in the same format, plus the updated due date syncs across the board calendar and timeline. Assign whoever owes changes, apply the Client review label, and attach PDFs or comment exports so the full thread remains on the card.
Deliver and archive every master
In Delivery & Archive, duplicate Delivery Package Checklist to walk through exporting masters, captions, and checksum files. Attach final download links plus archive directories, change the label to Delivery sent, and note any archival follow-ups so future revisions start from the card. Once everything is complete—and after the client signs off—drag the card to the far right so the pipeline and saved reports reflect reality.
What’s inside
Footage intake lane
Log each card or drive with checksum status, proxy progress, and audio sync notes, then flag Waiting on footage so filters surface stalled batches for the team.
Prep & Organize workspace
Store NLE project files, motion graphics templates, and brand kits on the same card as notes and assignee comments so editors open one context when they start cutting.
Review round template
Duplicate the locked Review Round Notes card to enforce consistent fields for reviewer, version, blockers, and follow-up—due dates sync to the board calendar automatically.
Finishing labels
Apply Motion graphics, Audio mix, or Needs music license labels so specialists can save a filtered view of just their queue.
Delivery archive checklist
Use the Delivery Package Checklist card to attach masters, captions, checksum files, and archive paths so the board records every deliverable before you move to Delivery & Archive.
Why this works
- Centralize every post-production task from ingest to archive
- Expose review blockers before they derail delivery dates
- Keep finishing teams aligned with shared labels and checklists
- Capture decisions and assets per version for faster revisions
- Ship masters confidently with a repeatable delivery checklist
FAQ
How do I track footage from multiple shooters?
Duplicate Footage Intake Batch for each drive, tag each card with Waiting on footage, assign different assistants, and filter by that label to surface whichever batches still need ingest.
Where should review links live?
Attach Frame.io, Vimeo, or cloud exports directly to the card in Assembly & Rough Cut or Client Review & Revisions so feedback stays connected to the right version.
Can I use this for agency client work?
Yes—tag Client review when you share cuts, keep Delivery Package Checklist duplicated for each deliverable, and save a filtered view by client label so status calls load the exact queue you need.
What if licensing holds the timeline up?
Toggle Needs music license and Blocked on the card, note which track is pending, and keep it visible in Polish & Finishing so the label filter and calendar remind you to follow up.