UI Walkthrough

This guide walks through each major screen in preroll.io so you know where everything lives. Each section includes a screenshot and describes the key actions available on that page.

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Dashboard

The dashboard is your home base. It shows everything that needs attention across all your clients and shows at a glance.

Key elements:

• Attention List — episodes that are overdue, awaiting approval, or stuck in a stage too long
• Activity Feed — recent actions across your organization (episode moves, comments, deliverables approved)
• Stats Panel — episode counts by status, on-time delivery rate, active shows
• Quick Create — jump directly to creating a new client, show, or episode

The dashboard is designed for your morning check-in: scan the attention list, respond to anything urgent, then move into focused work.

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Client List

The clients page shows all your active clients in a searchable, filterable list.

Key elements:

• Client cards — name, company, number of active shows, last activity date
• Search and filter — find clients by name, company, or tag
• New Client button — create a client directly from this view
• Client detail view — click into any client to see their profile, shows, meeting notes, and service terms

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Show View

Each show has its own dedicated page with tabs for different aspects of production.

Key elements:

• Overview tab — show details, format, schedule, and branding (cover art, colors)
• Episodes tab — the kanban board (see below)
• Assets tab — cover art, intros, outros, music beds, and other show-level media
• Distribution tab — Transistor.fm connection status and publishing controls
• Settings tab — pipeline stage configuration, episode templates, integrations

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Episode Kanban Board

The kanban board is where most day-to-day work happens. Each column represents a pipeline stage, and episodes are cards you drag between them.

Key elements:

• Drag and drop — move episodes between stages
• Bulk actions — select multiple episodes to move, tag, or archive
• Swimlanes — optionally group by show when viewing across a client
• Quick add — the + button at the top of each column creates an episode in that stage
• Episode cards — show title, episode number, assignee, due date, and tag badges
• Filters — filter by tag, assignee, due date, or show

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Calendar

The calendar provides a time-based view of your production schedule across all shows.

Key elements:

• Month/week/day views — toggle between zoom levels
• Episode markers — colored by show, positioned by due date
• Drag to reschedule — move episodes to new dates directly on the calendar
• Multi-show overlay — see all shows at once or filter to a single show
• Click to open — click any episode to open its detail view

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Episode Detail

The episode detail page is where you manage everything about a single episode.

Key elements:

• Status and stage — current pipeline position with quick-move controls
• Description and notes — markdown-supported episode notes and show notes
• Deliverables panel — files sent to the client for approval, with status tracking
• Assets panel — episode-specific files (thumbnails, clips, show notes documents)
• Integrations panel — linked Frame.io projects, Google Drive folders, or Vimeo videos
• Activity timeline — every action taken on this episode, with timestamps
• Comments — internal team discussion (separate from client-facing review comments)

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Client Portal

The client portal is a separate, simplified interface your clients use to review and approve deliverables.

Key elements:

• Deliverable queue — pending items needing review, with approve/request changes actions
• Review player — video player with timecoded comments (synced to Frame.io if connected)
• Activity feed — what's happened on their shows recently
• Approved history — previously approved deliverables for reference
• White-label branding — your logo, accent color, and display name (Studio plan)

Clients access the portal via magic link — no password needed. Each client sees only their own shows and deliverables.

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Settings

Organization settings are split into several tabs:

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Navigation Patterns

preroll.io uses a consistent navigation structure:

• Sidebar — primary navigation (Dashboard, Clients, Calendar, Settings)
• Breadcrumbs — show your current location (Client > Show > Episode)
• Context menus — right-click or use the "..." menu on any card for quick actions
• Keyboard shortcuts — press ? anywhere to see available shortcuts
• Command palette — press Cmd+K (or Ctrl+K) to quickly jump to any client, show, or episode