ThinkStory

Dashboard

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ThinkStory
Where we standWhat to doGrow

Drag to move · click a name to rename

Projects

Every project in one list — rename, re-template, set the lead and the client, or exclude one from the board.

Drag a card to change its status. Every move can carry a note, and anyone can add one. ⌘-click any fold (Ctrl on Windows) to fold or open them all.

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Inbox

Everything waiting for you, by type: quotes to decide, invoices to file or mark paid, releases to file, agreements to acknowledge, applications to look at.

Tasks

Everything currently with you, by priority. Drag a card between columns or up and down within one; with a card focused, the arrow keys do the same. ⌘-click a column’s fold (Ctrl on Windows) to fold or open them all. Open a card to change its stage, who it is with or its due date.

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Finance

Supplier costs

Export CSV

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Supplier totals

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Project costs

What each project has cost so far: supplier quotes and invoices filed to it, plus anything added by hand. A quote counts until its invoice arrives; then only the invoice does.

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CRM WIP

Every enquiry from the website contact form lands in Lead on its own. Drag a deal between stages (⌘-click a column’s fold, or Ctrl on Windows, to fold or open them all). Click a card to read the full enquiry or edit it. Totals per stage show the value in play.

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Team

Everyone who works with ThinkStory — full-time staff and contractors. Add people by hand, or they join automatically the moment they sign the Service Provider Agreement on the site. Click a name to edit their details and keep their signed documents together.

Everyone outside ThinkStory that you work with — clients, stakeholders, suppliers and anyone else worth keeping close. Add anyone, keep their details current, and export them straight to a phone or computer.

Models, drone operators and everyone else you book for a job — the people it used to take a trawl through Legal to find. Import brings in everyone who has signed a model release or drone permission, with their signed document attached. Keep their fee, their sizes and anything else worth remembering in Notes.

The companies behind your contacts, kept separately — addresses, VAT and registration numbers, and everything an invoice needs. The people linked to each company show on its page.

People who have emailed you and are not in the database yet, picked up straight from your inbox. Their email signature fills in what it can — job title, mobile number, company — so adding someone is one click and a glance. Dismissing someone blocks them for good, and after two from the same place the whole domain goes with them. Newsletters, no-reply addresses and your own mail never reach this list. Nothing is ever added, sent or replied to on its own.

Everyone who has applied through thinkstory.co.za/join — the form suppliers and freelancers fill in to join the team. Click a name to see everything they sent, read their CV and leave a note. Nothing here is visible to them.

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Legal

The signable release pages on the website — send the right link, get a signed PDF back by email and filed here under Releases.

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Manual order: drag rows to arrange them.

Production

The production pages that live on the website — supplier finance forms and the Sage questionnaires. (Release forms live under Legal.)

Slack invite link

Slack invite links expire, and only Slack can mint a new one. Paste the new link here and everything updates at once — the button and the QR code on /suppliers, plus every QR already printed or shared. No deploy needed.

  1. In Slack: Admin → Manage members → Invitations, and copy a fresh invite link.
  2. Paste it above and press Save. That is the whole job.

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Analytics

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Questionnaire

SEO

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Answer-engine optimisation

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Website links

Every page on the website. The list is rebuilt each time the site is published, so a new story or article turns up here on its own. Click a link to open it; click the path to copy it. Access codes show against the pages that need one — click a code to copy it. They are only ever sent to someone signed in with Website access, and Copy all leaves them out.

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The Store

View the store

What you publish here is live on /store within a minute, no deploy needed. Drafts are only visible to you. Previews are watermarked automatically when you upload a still; the clean master never leaves storage until a paid order.

Collections

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Pieces

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Users

Who can sign in to this dashboard and what they can see. Click a person to manage them. People from a client company wear that company’s colour on the board; ThinkStory people choose their own.

Change password

Add a user

Can view

User

Card colour

Can see

Photo and colour save at once; the rest when you press Save

Add someone to the team

Right-click the picture wherever it is and choose Copy image address — a link to the page it sits on will not work.

Drag the photo to move it. Scroll on it, or use the slider, to zoom. The circle is what shows.

Birthday

Documents

Use the pencil to rename a document, drag the handle to re-order, and Remove asks you to click it twice.

Agreements signed on the site attach themselves. Removing a document here never deletes a signed original from Legal.

History

User

Changes save as you make them

Add a historical record

New piece

New collection

New project

Add a project cost

New project

Deliverables

One row per deliverable: what it is, who it is with, when it is due, and anything they need to know. Choosing a template fills the names in for you.

Project

Deliverable

Submission

View PDF

Add a lead

Add a backlink target

Add a company

Right-click the logo wherever it is and choose Copy image address — a link to the page it sits on will not work.

Board colour
Tags this company’s people on the project board

People at this company

History

Changes save as you make them

Upload a historical release