In this chapter, you will familiarize yourself with how to use the dashboard and enhance it with the use of collections.
The dashboard is the start view for your work in Storykit and offers you a quick overview of the account view that you have access to – and a quick way to organize your workflow.
The main parts that you have to familiarize yourself with within this view are the general navigation – where you find your clients (if you have agency access) and campaigns (if you have client access). And the collections view, where you on client level can create live collections of jobs that give you quick access to things in production.
What is a collection?
A collection filters, sorts, and truncates a selection of jobs in the way that you want to have it. This collection displays on your dashboard as a list of obs with direct access to storyboards under each job. You can have multiple collections on your dashboard to allow you quick access to numerous different "views" of your production.
A job can be included in any number of collections – if it fits the filtering criteria.
From the start, we present you with a default collection that shows you the latest updated jobs. To refer to the filtering, sorting, and truncating, this means "no filter," "sorted on latest update," and "truncated to 10 jobs per result page".
We mention this to make the logic more natural to understand – all collections follow these simple rules. In short, this is what it means:
This is how you choose what jobs you want to include in the collection.
This is in what order you want to display the jobs in the collections. This only refers to the display of the collection – not what jobs are actually in it.
This is how many jobs you want to display per the "result page" of the collection. This only refers to the display of the collection – not how many jobs are actually in it but has an impact on how compact your dashboard will be.
You create and edit your collections from the Collections tab that you find at the top of your dashboard, regardless of campaign, client, or agency level.
The filtering is the actual setup of the collection, and there are many ways that you can include jobs in a collection. Also, please note that collections are often dynamic, so if you add new jobs that match the filter that a collection has, that job automatically gets included in the collection without any manual inclusion.
You can filter your jobs on almost any dimension – including n what manual selection of jobs – making the filtering very powerful.
On what can you filter?
- Client (on agency-level)
- Campaign (on client level)
- Job Status
- Job Type
- All core taxonomies, if you are using them.
In addition, you can add jobs manually to a collection by searching for them by name.
And you could also manually include jobs for when you need that, just by adding them through a search interface.
This is how you build a collection.
- From any dashboard view: Click "Collections" in the top bar.
- Click "New Collection."
- Give your collection a descriptive name. This is the display name that it will have on the dashboard, so make sure it makes sense to all users on the level that you are on. Collections are not individual to you as a user; they are active for all users.
- Filter on client or campaign. This filter choice lets you swiftly filter out jobs in a specific client or campaign (depending on the level you are building the collection from). You can multi-select clients/campaigns here to create powerful collections. If you leave this, it means "all clients" or "all campaigns."
- If you want to add jobs manually to the collection, click "Manage Jobs" to open up the search form. In here you can free text search for jobs and add them to the collection, even if they are not in the client or campaign that you have filtered.
- Choose the sorting order for the collection, either alphabetically or by the latest update. The latter option works great for building collections that let you have quick access to what you are working on at the moment.
- Choose the Truncate option of 5 or 10. This controls how many jobs are visible on "the first load" for the collection and how many jobs load with each "load more" command. Try and set this to 5 for starters and see if that is sufficient since it saves space on the dashboard.
- The Job Type selector is almost always something you can leave as is.
- You can filter on author, which means that you can, for example, create collections with individual authors' latest jobs on the dashboard.
- The status lets you differentiate between draft jobs and jobs that have videos published through (or have patched publishing data) Storykit. This will be hugely useful when you – in a future update – can see the performance for a collection.
- You can filter on dates, including having no "end date," which allows you to create a collection that always includes new jobs that are filtered in. So if you just let the end date be, it will always reflect "now" and not a specific date.
- KITCORE Taxonomies. You can create advanced filtering with all the existing taxonomies if you are using the insight and data taxonomies on the job level.
- Click "Save" to activate your new collection.
Sorting collections on the dashboard
You control the order of collections on the dashboard by dragging them to the desired order in the collections list. Grab the drag-handle and place the collections in the order you want them.
Edit in place
All collections, except the default "All jobs" collection, can be edited directly from the dashboard by clicking the "Edit Collection." This opens up the edit window, and you can refine and save your collection in place if you need to. Exit without saving by pressing "Cancel."