Projects in Soontra live on visual boards called flows. Each card on a flow is one piece of content — a video, a post, or a campaign — and it moves left to right through stage columns as the work progresses. One glance tells you which idea is still rough, which script is being filmed, and which cut is ready to go.
Flows bend to your process instead of forcing one on you: you choose the boards, the stages, and the view.
Flows: multiple boards per workspace
A workspace can hold more than one flow, each with its own name and its own set of stage columns. Keep one flow for your main channel, another for a client, another for a side series, and switch between them in a click. Soontra remembers which flow you were looking at, so you always pick up right where you left off.
The default pipeline and custom stages
Every flow starts with a five-stage pipeline: Ideation → Scripting → Filming → Scheduling → Completed. Nothing about it is fixed. Rename stages, recolor them, reorder them, or add your own — up to 20 stages per flow.
You can shape your stages during onboarding, or at any time later in Settings → Workspace. If your process has a "Thumbnail review" step or a "Client approval" gate, give it a column.
Kanban, List, and Calendar views
The same projects can be viewed three ways:
- Kanban — the board view, best for the big picture of what sits in each stage.
- List — a tidy rundown of every project in the flow.
- Calendar — projects laid out by due date, so you see what lands when.
Toggle between them from the view switcher at the top of the projects page. Pick whichever way you like to plan your work — the underlying projects are the same, so switching views never changes anything.
If you schedule posts to social platforms, the calendar pairs naturally with your publishing schedule.
Change stages anytime
Your pipeline is never locked in. You can rename, recolor, reorder, or add stages whenever your process changes, and existing project cards stay in place.
Editing the stage set is limited to the workspace owner and admins, so the team's shared structure stays consistent — members work with the stages rather than reshaping them. Anyone on the team can still move cards between stages as the work moves. For more on roles, see setting up your workspace.
Once your flow matches your process, the next step is filling it: create projects and track status, priority, and deadlines.