Onboarding checklist
Complete each step below to make sure you're ready to start working with us. Once you've confirmed access to a tool, tick it off.
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Contract SignedReview and sign your employment agreement.
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ClickUp AccessAccept your invitation and confirm you can access your assigned workspace.You’ll find the ClickUp invitation in your email inbox.
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Frame.io AccessAccept your invitation and confirm you can access your assigned folders.You’ll find the Frame.io invitation in your email inbox.
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Insightful AccessActivate your account and confirm you can log in.You’ll find the Insightful invitation in your email inbox.
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Slack AccessAccept your invitation and confirm you can access the correct workspace.You’ll find the Slack invitation in your email inbox.
ClickUp is the central hub for all client projects and team collaboration at Infinite Creatives. As a video editor, you'll use it to access project briefs, follow brand guidelines, deliver completed edits, and communicate with clients.
Dashboard & Navigation
- ClickUp is where all client project submissions and collaboration happen
- The sidebar lets you switch between workspaces, lists, and notifications
- Each client folder contains two lists: Project Requests (where projects are submitted) and Brand Guidelines (the client's brand rules you must follow on every project)
Project Details
Open each project to see the full brief and instructions, including:
- Business name (to match brand guidelines)
- Deadlines
- Instructions, references, resources, and attachments
Task Status Workflow
Always keep task statuses updated as they move through these stages:
- To Do — new task (your queue)
- In Progress — when you begin the project
- Quality Check — review from your manager before delivering to the client
- Waiting for Approval — after delivery, waiting for the client's review & feedback
- In Revision — implementing the client's feedback
- Completed — final approval
Draft Version Tags
- Tag every project with the correct draft number (Draft 1, Draft 2, etc.)
- Update the Tags box when delivering a new version
- Ensures both you and the client can track progress clearly
Priority Flags (Set by Client Only)
- Urgent — immediate attention, usually near deadline
- High — important, prioritise after urgent
- Normal — standard priority
- Low — flexible / less critical
Activity Chat (Client Communication)
Located on the right side of each project. Use it for that specific project only — general chat goes in Slack/WhatsApp.
- Deliver drafts
- Share revisions/updates
- Ask questions and confirm feedback
Best Practices:
- Keep communication clear, concise, and professional
- Use templates from the Communication Templates section for drafts & revisions
- Tag clients with @Name to notify them
- Always confirm you've received feedback/instructions
Frame.io is the video revision tool we use to enable seamless collaboration between you and our clients. This platform streamlines the feedback process, allowing our clients to review, comment, and approve video projects in real time.
By centralising revisions and communication, Frame.io ensures projects stay on track and meet expectations efficiently. The video below will guide you through using Frame.io effectively to enhance your workflow and client relationships.
Folders & Uploading
You'll see two main folders:
- Quality Check Folder — Upload drafts here for internal review by your manager before sending to the client.
- Client Folder — Upload here only after approval from the quality check stage, then deliver to the client via ClickUp.
Revised Versions
- Always drag new versions over old ones to stack them.
- This enables the compare versions feature and keeps the workspace clean.
- ❌ Don't upload revisions as separate files.
Reviewing Feedback
- Open a video → use the comment panel to see timestamped client feedback.
- Click a comment → jumps to the exact point in the video.
After completing a change:
- ✅ Tick off the comment to track progress.
- Double-check that all comments are resolved before resubmitting to Quality Check.
Sharing Links with Clients
- Select the project → click three dots → Create Share Link → Share.
- Copy the link from the top bar or the purple Copy Link button.
- Share this Frame.io link inside ClickUp when delivering a project.
Video Statuses
- No Status — The video has not yet been reviewed.
- Needs Review — The video has feedback and requires changes.
- Approved (Green) — Video is approved by either your manager or the client.
- If approved in Quality Check → upload to the client's folder and deliver in ClickUp.
- If approved by the client → mark the project as complete in ClickUp.
How to Handle Unclear Feedback
- If feedback is clear → make the change.
- If feedback is ambiguous → ask the project manager or client for clarification.
- If two comments conflict → flag the conflict rather than choosing yourself.
- If you're unsure whether a change is actually required → ask the project manager.
Insightful is the time tracking software we use to ensure all work hours are accurately recorded and projects are completed on schedule.
Required Work Hours
- Full-time editors must clock 8 hours per day (Monday to Friday) — 40 hours per week.
- Part-time editors must clock 3 hours per day (Monday to Friday) — 15 hours per week.
- We will likely agree on a set daily working schedule based on your client's timezone. These hours will be agreed upon with management and are the expected times that you should be online, available on Slack, and actively working on your client's projects. Any changes to the agreed schedule must be communicated and approved in advance.
What Counts as Work Time
“Work time” is classed as the following:
- Active editing and revisions
- Reviewing footage and project briefs
- Downloading/uploading footage (this can also be done outside of work time if it's a heavy file size project)
- Rendering/exporting videos
- Organizing project files
- Communicating with clients/team on Slack
- Planning/scripting/creative research related to an assigned project
Not considered work:
- Watching YouTube unrelated to the project
- Gaming
- Running personal errands
- Extended personal phone use
- Leaving the computer unattended for long periods
- Personal activities as above do not count. Don't clock in if you're working on things outside of Infinite Creatives.
- Even if your current client(s) doesn't have any active projects in the queue, you are still expected to clock in your working hours in Insightful and be on ‘standby’. While you can perform other tasks outside of work during this time, you are expected to be ready to jump right into any new projects when the client submits work.
- If you can't log in your required work hours for whatever reason, you must inform your manager as soon as possible.
How to Use Insightful
- Accept the invite sent to your email.
- Create a password for your account.
- Install the desktop application for your operating system.
- Log in to your account.
Once installed:
- Clock In — start the timer whenever you begin working on projects.
- Work — complete your tasks and projects as usual.
- Clock Out — stop the timer when your workday is finished.
You'll get a short summary of your logged working hours each day within the desktop app.
Other Notes
- There is no ‘break time’ feature within Insightful. If you would like to take a break from work, simply clock out and then clock in again once your break is finished.
- The ‘Idle timeout’ is set to 10 minutes, meaning that if there is no screen activity after 10 minutes, the idle timer activates. We evaluate time splits accordingly and allow idle time for things like downloading footage and planning projects, but any excessive idle time will be investigated.
Slack is the primary communication tool for the Infinite Creatives team. It's where you'll coordinate with your project manager, stay updated on project changes, and communicate with other editors — keep it professional and responsive during working hours.
Channels to join
#general— company-wide announcements and updates#editors— day-to-day communication between editors#projects— project updates, handoffs, and status changes#renders-queue— post here when a long render starts or finishes
Best practices
- Respond to messages within a reasonable time during your working hours
- Use threads to keep conversations organised and avoid cluttering channels
- Use project codes (not client names) in public channels to maintain confidentiality
- For urgent issues, use @mention to notify the right person directly
- Keep client communication in ClickUp — Slack is for internal team use only