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0Account & Setup

0.6 Managing Your Projects

Open, edit, archive, unarchive, or delete projects from the dashboard.

Read the project card

Each project card shows the information you need before you open it:

  • Project name and short description
  • Status badge
  • Recent stage label
  • Script summary and progress
  • Updated time

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Project card with primary action button and vertical quick-actions button

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Figure 0.6.1: Project card with the main workflow button and quick actions.

Use the two controls at the bottom

A project card has two separate controls:

  • The wide button is the primary action. It takes you to the next workflow step for that project.
  • The vertical-dots button opens quick actions.

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Quick actions menu with Reupload, Analyze, Editor, archive, delete, and deployment settings

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Figure 0.6.2: Quick actions menu for a project card.

What is inside quick actions

  • Reupload for step 1
  • Analyze for step 2
  • Editor for step 3
  • Post-show reports
  • Upload preset to project if your role allows it
  • Archive Project
  • Delete
  • Deployment Settings

Archive and delete carefully

  • Archive Project keeps the project data but moves it out of the main active list.
  • Delete is permanent.
  • Archived projects still count toward archive-related limits. If you hit a limit, the UI tells you what to remove or which page to open next.

FAQ

Common questions for this workflow, based on the current SurtitleLive system.

Will archiving delete my project data?+

No. Archiving hides the project from active work but keeps its data so it can be unarchived later if your limits allow it.

Why can't I archive projects on Free?+

Free accounts have zero archived-project slots, so they must delete old projects instead of archiving them.

Onboarding Workflow

Continue In This Workflow

Account setup, sign-in recovery, first project steps, and invitation acceptance for new users.

Next in Onboarding: 1.2 Uploading a ScriptBrowse more onboarding docs

1.2 Uploading a Script

Upload DOCX scripts and understand file, unit, and character limits.

0.8 How to Accept a Team Invitation

Accept a team invitation link, handle email verification, and fix the most common account-mismatch blockers.

0.14 Security Alert Actions

Use sign-in alert links to confirm that a sign-in was yours or report it as suspicious.