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| 1 | +# Explainer Video Script: Projects & Reviews Integration (Dashboard v2.4) |
| 2 | + |
| 3 | +**Length:** ~4 minutes |
| 4 | +**Feature set:** Active Projects, Projects to Review, next actions, progress comments, Project dialog, two-way sync with Projects & Reviews |
| 5 | + |
| 6 | +## Setup & B-roll (before you record) |
| 7 | + |
| 8 | +**Prerequisites** |
| 9 | +- Projects & Reviews plugin installed and set up (project notes with `@review(...)`, next-action markers as you define them, at least one Sequential project if you want to demo that filter) |
| 10 | +- Dashboard v2.4 with both project sections enabled: **Active Projects** and **Projects to Review** |
| 11 | +- A Perspective that includes your demo project folders (or rely on Projects & Reviews folder settings) |
| 12 | +- Optional: Projects & Reviews list/window open in the background to show two-way sync |
| 13 | + |
| 14 | +**Demo data to prepare** |
| 15 | +- 3–5 **active** projects (not paused / completed / cancelled), each with a clear title |
| 16 | +- At least two with a visible **next action** task |
| 17 | +- At least one with a recent **progress** comment (Projects & Reviews style) |
| 18 | +- 1–2 projects **due for review** (so they appear under Projects to Review) |
| 19 | +- One project you can safely complete/cancel a next action on during the take (have a second next action ready so round-trip replacement is obvious) |
| 20 | + |
| 21 | +**Recommended settings for the take** |
| 22 | +- Turn on **Active Projects** and **Projects to Review** |
| 23 | +- For one cut: enable **Show only projects with next actions**, then toggle it off to show the fuller list |
| 24 | +- Keep the Dashboard refresh visible (manual refresh or wait for auto-update after an action) |
| 25 | + |
| 26 | +**B-roll shot list (gather these clips)** |
| 27 | +- Dashboard overview with both project sections visible |
| 28 | +- Close-up of an Active Projects row: project title + next action + progress comment |
| 29 | +- Same for a Projects to Review row |
| 30 | +- Completing a next action in Active Projects → section updates with a new next action |
| 31 | +- Cancelling a next action (brief) |
| 32 | +- Opening the Project dialog: **Start**, latest progress, **Add** progress, Finish Review / Skip |
| 33 | +- Side-by-side or cut: change in Projects & Reviews → Dashboard updates (and the reverse after a Dashboard action) |
| 34 | +- Settings: Active Projects section + “Show only projects with next actions” |
| 35 | + |
| 36 | +**On-screen text cards (optional)** |
| 37 | +- “Dashboard v2.4 · Projects & Reviews” |
| 38 | +- “Active Projects” / “Projects to Review” |
| 39 | +- “Next actions stay in sync” |
| 40 | +- “Display + actions — same source of truth” |
| 41 | + |
| 42 | +--- |
| 43 | + |
| 44 | +## Hook |
| 45 | + |
| 46 | +Jonathan Clark here with another quick explainer for a small but useful new feature in Dashboard plugin v2.4. |
| 47 | + |
| 48 | +[UX] _Wide shot of Dashboard; zoom into the two project sections._ |
| 49 | + |
| 50 | +If you run projects in NotePlan with the Projects & Reviews plugin, Dashboard v2.4 pulls that world onto one screen -- what’s active, what’s due for review, and what to do next -- without leaving your daily view. |
| 51 | + |
| 52 | +## Two sections, clearer jobs |
| 53 | + |
| 54 | +[UX] _Label callouts on **Active Projects** and **Projects to Review**. Briefly flash the old “Projects” name if you have a before still; otherwise just name the rename._ |
| 55 | + |
| 56 | +There are now two complementary sections. |
| 57 | +**Active Projects** lists your open projects from Projects & Reviews -- not completed, cancelled, or paused -- and shows the first next action where one exists. |
| 58 | +The older Projects section is renamed **Projects to Review**: that’s the queue of reviews that are due, still powered by the same plugin lists. |
| 59 | +Same source of truth; two jobs on the Dashboard. |
| 60 | + |
| 61 | +## What you see on each row |
| 62 | + |
| 63 | +[UX] _Slow pan down Active Projects rows; highlight next action under the title, then a progress comment. Cut to Projects to Review showing the same kind of detail._ |
| 64 | + |
| 65 | +Each project row can show more than a title. |
| 66 | +You’ll see the latest **progress** comment when there is one, and the current **next action** as defined in Projects & Reviews -- with the same rich display as other Dashboard tasks: tags, mentions, links, dates. |
| 67 | +So you can scan status and the next step without opening every note. |
| 68 | + |
| 69 | +## Act on next actions |
| 70 | + |
| 71 | +[UX] _Click to complete a next action in Active Projects; wait for refresh; new next action appears. Optionally cancel one on another project._ |
| 72 | + |
| 73 | +And those next actions aren’t just for reading. |
| 74 | +In both project sections you can **complete** or **cancel** them like any other Dashboard item. |
| 75 | +In **Active Projects**, completing a next action round-trips to the Projects plugin: if there’s another next action waiting, Dashboard brings it in. |
| 76 | +Your project list and your Dashboard stay aligned as you work. |
| 77 | + |
| 78 | +## Project dialog: start review and progress |
| 79 | + |
| 80 | +[UX] _Open the Project dialog from a row. Point out **Start**, latest progress, **Add**, then Finish Review / Skip as a quick sweep._ |
| 81 | + |
| 82 | +Click into a project for the full dialog. |
| 83 | +**Start** opens the note so you can begin a review. You’ll also see the latest progress comment right there, and you can **Add** a new one without hunting through menus. |
| 84 | +Finish Review, Skip, Pause, Complete, Cancel -- the same moves you know from Projects & Reviews -- still live here. Dashboard is a control surface, not a separate silo. |
| 85 | + |
| 86 | +## Filter and sync |
| 87 | + |
| 88 | +[UX] _Settings → Active Projects → toggle **Show only projects with next actions**; cut back to a shorter list. Then a quick two-way sync beat: finish something in one plugin, watch the other update._ |
| 89 | + |
| 90 | +Prefer a tighter Active Projects list? Turn on **Show only projects with next actions** -- Sequential projects with open work are included too. |
| 91 | +And under the hood, sync with Projects & Reviews is stronger both ways: updates from the project lists flow into Dashboard, and actions you take here feed back. One workflow, two windows if you want them. |
| 92 | + |
| 93 | +## Close |
| 94 | + |
| 95 | +[UX] _Pull back to full Dashboard with both sections. End card: “Dashboard v2.4 · Projects & Reviews integration”._ |
| 96 | + |
| 97 | +Active work, reviews due, next actions, and progress -- all on the Dashboard, kept in step with Projects & Reviews. That’s the Projects integration in Dashboard v2.4. |
| 98 | + |
| 99 | +## Optional shorter cut (~90 seconds) |
| 100 | + |
| 101 | +If you need a trailer-length version, keep only: Hook → Two sections → Row (next action + progress) → Complete next action + round-trip → Dialog Start + Add progress → Close. Drop the settings toggle and extended sync B-roll. |
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