Help centre

Running your production

Timeline & phases

Move your production through its four phases, and track the milestones.

The Timeline is where you move your production through its four phases and keep an eye on the milestones that matter.

You will find it under Production in the menu on the left.

The Timeline, with the four production phases and their milestones.
Four phases, each with its own milestones and key dates.

Screenshots show the light theme. The app looks the same in dark.

How to advance the phase

  1. Open Timeline.
  2. Click Advance Phase.
  3. Read what the dialog says advancing will do.
  4. Click the confirm button to advance.
The Advance Phase dialog, showing what advancing will do and what is blocking it.
The dialog says what advancing does before you commit to it.

The dialog lists what is preserved, warns about anything incomplete, and names anything blocking the move. Milestones are not gatekeepers — you can advance with them outstanding, and the dialog says so.

An Owner can undo an advance within 24 hours, from the Timeline page.

What each phase changes

The phase is not just a label. Several features are gated on it:

If you are a Manager, your production Dashboard carries a short reminder of where you are, what you can do in this phase, and what the next one unlocks — with an Advance link straight here.

How to add a milestone

  1. Open Timeline.
  2. Click Add beside the phase the milestone belongs to.
  3. Give it a title and a due date.
  4. Mark it a key date if it should stand out.

Milestones give you a single view of where you are and what is coming, from auditions through to opening night and beyond. Tick one off when it is done.

How to close and archive a finished show

When the run is over, the accounts are settled and nothing is left to change, use Close & archive on the Timeline. Closing and archiving happen together, because in practice they are the same moment.

Archiving does five things:

Changed your mind? Restore production brings it back to Post-Production and makes it editable again.

Before you archive

Thirty days after you archive, audition files from people you did not cast are permanently deleted.

That is deliberate. Somebody who auditioned and was not cast sent you a video or a CV for one audition, for one show that is now finished. Keeping it indefinitely is not right, and our Privacy Policy commits us to clearing it out.

What is kept: files from the people you did cast, anything your own team uploaded, and every auditionee's name and contact details. Only the applicant-uploaded files of people who were not cast are removed.

The thirty days exist so archiving by mistake is never a disaster. Restore within the month and everything comes back exactly as it was.

Who can advance or archive

Advancing the phase, closing and archiving, and restoring are all Manager actions. They are deliberate steps, so the production only moves when the person running it says so.

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