Know what is next without asking twice.

Give each deliverable a home

A task is the place for the brief, people, files, discussion, and next action. Use one task for one deliverable or decision your team can finish. A title such as “Launch film: first cut” is easier to act on than a broad “Client work” card.

Use the view that answers today’s question

The Board shows where work stands. List helps you scan and organize tasks. Calendar puts dates in context. Whiteboard gives the team a place to arrange ideas before turning them into a plan. These views serve different parts of the same project.

• Give each active task a clear owner.
• Separate the internal edit deadline from the client’s final delivery date.
• Keep statuses short enough that everyone understands the handoff.
• Add the source files and review where the editor will look for them.

Set up repeatable handoffs

Project automations can help with repeated actions such as updating a task when a trigger occurs. Start with one rule your team can explain. Check the trigger and action on a sample task before you rely on it for client delivery. Clear rules work best when your statuses and responsibilities are already agreed.

Start small enough to finish

Move one active production into Henshu first. Create the stages your team really uses, add the next few deliverables, and run one review round. Keep the workflow that people follow in practice. You can expand the project after the first handoff works.