Task statuses.
Every task has two statuses: a detailed internal one your team works with, and a simpler one the client sees. UpRush keeps them in step automatically.
Studios need to know exactly where a job is: waiting on a quote, in production, in internal review, out with the client. Clients only need to know whether it is queued, moving, waiting on them, or done. UpRush gives every task both. Your team works with the internal status; the client sees the client status, which is always derived from it. Clients never see internal statuses.
Internal statuses
Managers pick these from the status control on the task page, grouped as Planning, Production, Review and Terminal.
What the client sees
How internal maps to client
| Internal status | Client sees |
|---|---|
| Draft, Needs information, Ready for planning, Ready for quote, Awaiting assignment | Queue |
| Assigned | Active |
| In progress, Internal review, Finalization | In progress |
| Client review | Ready for review |
| Needs revisions | Needs revision |
| Approved | Approved |
| Completed | Completed |
| On hold, Cancelled | On hold |
The task header always shows both: the internal status as the main label, and a Client sees: chip next to it. On your studio's internal board there is no client, so that chip is hidden.
Who can move a task
Managers
Owners, admins, team managers and dedicated experts can set any internal status from the task page, and drag cards between any columns on a client's board. Dragging a card to Approved or Completed on the board also sets the matching internal status.
Production
Production members move their own work forward on My Work or from the task page, where the control is labelled Next step. Their moves are:
| From | To |
|---|---|
| Assigned | In progress |
| In progress | Internal review |
| Internal review | In progress (another pass) |
| Needs revisions | In progress |
Clients
Clients only make a handful of moves, and only on their own board:
| From | To | Notes |
|---|---|---|
| Queue | Active | Only if their active task limit has room. |
| Active | Queue | Frees a slot so they can pull in something else. |
| Ready for review | Approved | With Approve on the task page. |
| Ready for review | Needs revision | With Request changes on the task page, which starts the next revision round. |
| Needs revision | Active |
The review loop
- Production works the task and moves it to Internal review.
- A manager checks it. If it needs work, Request changes (shown at Internal review and Finalization) takes written feedback, notifies the assignees, and moves the task back to In progress. You can send specific deliverables back at the same time.
- When it is ready, a manager sets Client review. The client sees Ready for review with Approve and Request changes.
- If the client requests changes, the task becomes Needs revisions and the revision round goes up by one. Production picks it back up.
- Once approved, the team finishes delivery and marks it Completed.
While a task waits on the client (Ready for review or Needs revision), managers can nudge them with Remind client, once every 24 hours. Many studios also review deliverable by deliverable instead of the whole task at once; see Handing off and sending.