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Documentation Index

Fetch the complete documentation index at: https://docs.shook.digital/llms.txt

Use this file to discover all available pages before exploring further.

These pages are only accessible to Admins.

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All Assignments (/assignments)

The Assignments Monitor gives a complete view of how CSM, COps, and Customer POC roles are assigned across every company, project, and production plan in the portfolio. It also lets you change assignments in bulk.

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Overview

The page displays a collapsible tree: 
Company (CSM shown and editable)
  └── Project (COps and POC shown and editable)
        └── Production Plan (COps and POC shown and editable, with "Project default" label if inherited)
At every level of the tree you can change assignments inline using the dropdown pickers. Changes take effect immediately.

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Tabs

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All Assignments tab

Shows the full company → project → plan tree for all active companies. Use this tab to:
  • Review the current assignment state across the entire portfolio
  • Spot plans or projects that have no COps or POC assigned
  • Reassign people when team members change

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By User tab

Filter the tree to show only plans assigned to a specific person. Select a user from the dropdown, then choose the role to filter by: CSM, COps, or POC. This is useful for:
  • Reviewing a team member’s full workload across all clients
  • Reassigning all of someone’s work when they go on leave
  • Auditing which productions a specific person is responsible for

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Bulk assignment operations

Apply COps / POC to all plans in a project: When you change COps or POC at the project level, a dialog appears asking how to handle plans that already have individual assignments:
  • Keep custom assignments — only update plans that currently use the project default; leave individually customised plans unchanged
  • Override all — apply the new assignment to every plan in the project, including those with custom individual assignments
Bulk stage updates: Select multiple production plans using the row checkboxes and use the floating Bulk Stage Bar to move them to a new stage.

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My Assignments (/my-assignments)

The My Assignments page shows all active production plans where you (the currently logged-in user) are assigned as CSM, COps, or POC.

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Stat cards

Three cards show your total count of active responsibilities:
CardDescription
CSMCompanies where you are the Customer Success Manager
COpsProduction plans where you are the Creative Operations person
POCProduction plans where you are the Customer Point of Contact

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Assignments table

All plans you are responsible for are listed in a single table, sorted by SLA severity — most overdue plans appear first so you can prioritise. Each row shows:
  • Plan name — clickable link to the plan detail page
  • Company and project — which client and project this plan belongs to
  • Your role badge — whether you are CSM, COps, or POC for this plan
  • Current stage — inline dropdown to change the stage
  • SLA badge — On Track / At Risk / Overdue with days count

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Bulk stage updates

Select multiple plans using the row checkboxes. Use the floating Bulk Stage Bar to advance all selected plans to a new stage at once.