Updated
YouTube Video
Plan, shoot, and publish a video from idea to release.
Illustrative workflow
Step 1
Idea
Confirm the required inputs and owner before moving to the next stage.
Step 2
Research
Confirm the required inputs and owner before moving to the next stage.
Step 3
Script
Confirm the required inputs and owner before moving to the next stage.
Step 4
Recording
Confirm the required inputs and owner before moving to the next stage.
Step 5
Editing
Confirm the required inputs and owner before moving to the next stage.
Step 6
Published
Check the agreed completion conditions before closing the work.
Stages
Applying this template sets up your project's workflow with these stages, ready before you add a task.
Default Tasks
These starting tasks come pre-loaded — edit, remove, or add to them freely once the project exists.
Plan ownership before you start
For each starting task, agree an owner, a realistic due date and the evidence required for acceptance. The template gives you a structure; it does not estimate the effort or confirm availability.
Download the task checklist (CSV)Opens in spreadsheet apps. Owner, date and completion-evidence columns are blank for your plan. This download does not import tasks into the app.
Frequently Asked Questions
Can I reuse this template for every video I make?
Yes — apply it to a new project each time, so every video starts with the same proven structure instead of a blank board.
Can I add tasks for sponsorships or collabs?
Yes — add any tasks you need once the project is created; the template's tasks are a starting point, not a limit.
Is this template available on the Free plan?
Yes — all built-in templates are available on every plan, including Free.
Put this workflow into practice
Plan the brief, production and review as separate steps before publication.
Content Calendar Workflow: From Brief to Published Work
A content calendar workflow connects each publishing date to an owned brief, draft, review and release check. Track production status separately from the target date so a scheduled item is not mistaken for a ready item.
ExploreHow to Assign Tasks: Ownership, Deadlines and Follow-Up
Assign a task by agreeing the outcome, accountable owner, required inputs, finish condition and realistic timing. Check the person's capacity and authority before treating the assignment as an accepted commitment.
ExploreTask Dependencies: Blockers, Sequence and Ownership
A task dependency records that one piece of work relies on another task, decision or input. It makes sequencing explicit so people can see what can start, what is blocked and who can resolve the prerequisite.
ExploreUse the YouTube Video Template
Free plan available — no credit card required.