Q4 2025
New Dashboard & Setup Tracker
Q: What’s changing with my Project Onboarding experience?
A: The Project Onboarding experience is getting a refresh to make setup steps clearer, reduce clutter, and help your team get started faster. Here’s what’s new:
- Onboarding Dashboard: Clearly track activation status and complete pending tasks in one streamlined view
- Setup Tracker: Monitor the status of your requested services, and take action on outstanding tasks with a single click
- Templates: Create, edit, and reuse templates more efficiently to save time during setup
- Create Projects: Quickly start a new project or select from existing ones for faster setup
- Upload: Drag and drop or upload multiple files at once, and track their status in real time
- Cast & Crew Contact List: View your Cast & Crew support contacts directly from the dashboard
Q: When can I see these changes in the product?
A: You'll be able to see these changes after Thursday, November 13, 2025.
Q: Will these updates change how I request new projects or services?
A: Nope, you’ll continue using the digital Project Onboarding tool for new project requests and services. The request process remains the same, you’ll just have clearer visibility into status, tasks, and files once requests are submitted.
Q: What will happen to my current active and draft project requests?
A: Past and current projects remain available on the updated dashboard. The Setup Tracker will only be available for new project requests after the release.
Q: Is there anything I need to do to prepare for the update?
A: No action is required on your part.
Q: Will there be downtime during the update?
A: No downtime is expected during this release.
Q: Can I change my view from tiles to a list?
A: Yes. You can toggle between tile and list views at any time.
Q: Does the list/tile toggle view save or reset each time?
A: Your selected view is saved and will remain the same even after you log out and log back in.
Q: How often does the tracker refresh data?
A: Data is immediately refreshed once updates are made. If you don’t see your updates, click the ‘Refresh’ button for the data to refresh.
Q: How can I see where I am in the onboarding process?
A: The Setup Tracker shows your project’s progress, including what’s complete and what still needs attention. Common items that can delay setup include missing Certificates of Insurance (COIs) or unsigned service agreements.
Q: Will existing templates carry over after the update?
A: Yes. All existing templates will remain available and can be reused or edited. The refreshed Templates experience simply adds a more intuitive layout and faster creation.
Q: Where can I get help if I have questions about the new interface?
A: Our support team is here to help you with any questions or concerns. If you need assistance, please don’t hesitate to reach out to us at plus.support@castandcrew.com.
Common Setup Questions
Q: Why can’t I see my project?
A: Projects appear once the setup questionnaire has been submitted and initial requirements are met. If you’ve already completed the questionnaire but still don’t see your show, check with Cast & Crew support for more information.
Q: Why can I see my project, but payroll isn’t ready yet?
A: The setup team can prepare your project so it appears in the system, but payroll can’t be processed until:
- Labor contracts are finalized
- Union agreements are in place (if applicable)
- Studio+ folders are created
Q: Why can’t I access Cast & Crew digital products?
A: Your access may be delayed because certain setup steps or documents are still pending. The Service Setup Tracker will show what’s outstanding. If you’re unsure, reach out to your setup team for an update.
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Q: What documents are needed to get my project fully set up?
A: To complete setup and access the onboarding tracker, you’ll need to provide:- A completed setup questionnaire
- Certificate of Insurance (COI)
- ACH information (if using direct debit)
- A signed service agreement (if required for your client)