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Projects & event phases

Group shoots into projects; the upload → review → proofing → delivered lifecycle.

Organizations organise work as projects and events. A project is the job ("Acme Annual Conference"); an event is a single shoot within it ("Keynote & Awards Night"). This keeps a multi-day or multi-shoot engagement together and tied to one client. Web

Create a project

On the Projects page click New project. Give it a name, an optional description, a shoot type, and link a client (see Clients). The client link is what later lets you deliver galleries and track the relationship.

Add an event (session)

An org event — workflow subtitle, Assign photographer, and the marketing-cleared filter

Open the project and click New session to create an event under it. The event-create form is where you set everything for that shoot up front:

  • The basics — name, date, location, target photo count.
  • The workflow toggles — internal review, client proofing, finals delivery, live delivery + editor gate, gallery visibility, watermarked preview, sneak peek, FTP camera upload.
  • The recognition toggles — face detection (+ legal basis), numbers, team matching, vehicles, helmets, AI metadata.

These are the same toggles documented in Album settings & workflows — an org event is an album, with the extra internal review step (covered in Internal review, proofing & delivery).

The event lifecycle: phases

An org event moves through a sequence of phases, and the phase decides what your team and the client see. Which phases exist depends on the toggles you turned on:

  1. Upload — always. Photographers are pushing frames in.
  2. Review — only if Internal review is on. Your team approves/rejects before anyone outside sees the photos.
  3. Proofing — only if Client proofing is on. The client picks favourites.
  4. Final upload — only if Finals delivery is on. You upload the edited set.
  5. Delivered — the gallery is handed over.

Move the event forward with Advance phase and back with Go back. The final step, Confirm delivery, marks the event delivered and emails the client a link to their finished gallery — a deliberate "it's ready" moment rather than the client watching edits trickle in.

Phases vs. the solo gallery

For a solo photographer the gallery just shows finals as soon as they exist. For an org event the gallery obeys the phase — finals only go public once you reach Delivered — so a half-finished edit never reaches the client early.

Next: Team & roles.