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Project and Workspace Management

The Storage Explorer is the central hub for managing all of your projects in Closed Caption Creator. It functions as a virtual file system that allows you to organise projects into custom folder structures, track workflow state, assign work to team members, and control access — all without leaving the application. Understanding the Storage Explorer is the foundation for efficient project management, whether you are working independently or as part of a larger captioning team.

Opening the Storage Explorer​

The Storage Explorer can be opened from the main toolbar by clicking the Load icon, or by navigating to File > Open Project. Once open, the interface is divided into three columns that work together to provide a complete view of your storage environment.

The left column is the Storage Navigation panel. From here you can switch between your Personal Storage and your Team Drive, as well as quickly access your Recent records and any projects you have starred for fast retrieval. The center column is the Storage Workspace, where you interact directly with project records and folders. The right column is the Information panel, which displays metadata and available actions for whichever record is currently selected in the Workspace.

Storage Contexts: Personal and Team Drive​

Closed Caption Creator provides two separate storage contexts. Personal Storage holds projects that belong to you alone and are not visible to other members of your team. Team Drive, which is available to Pro and Enterprise subscribers, contains projects and folders that are accessible to every member of your team. When working in a professional production environment, the Team Drive is typically where shared deliverables are saved so that all team members can locate and open projects without needing files to be shared manually.

It is not possible to move projects or folders directly between storage contexts. If you need to transfer a project from your Team Drive to your Personal Storage, or vice versa, the recommended approach is to open the project and re-save it as a new copy in the target context.

Workspace Views​

The Storage Workspace offers three different view types to suit different management tasks. The Table view presents records in a structured list with columns for key metadata, making it easy to sort and scan large numbers of projects. The Thumbnail view places folders at the top of the workspace and displays project records with visual thumbnails, which can be helpful when you need to identify projects at a glance. The Kanban view organises project records into columns based on their current workflow state, providing a visual pipeline that is well-suited to tracking production progress across a team.

You can switch between views at any time using the toggle controls at the top of the Workspace area.

Organising Projects with Folders​

To create a folder, click the New Folder button at the top of the Workspace view, provide a name, and click Create. Folders can be opened by double-clicking them, and you can navigate back to a parent folder using the breadcrumbs bar at the top of the Workspace. The Navigation panel on the left also displays a hierarchical folder tree that you can use to jump directly to any folder in your storage.

Projects can be moved into folders by clicking and dragging a project record over the target folder. To move multiple records at once, hold the Shift key while clicking to extend your selection, then drag the group into the destination folder. Records can also be moved using the folder tree in the Navigation panel as the drop target.

Record Metadata and the Information Panel​

Selecting any record in the Workspace causes the Information panel to populate with details about that record, including the date it was created, when it was last modified, its parent folder location, and its current workflow state. From the Information panel you can take a range of actions: opening or overwriting the project, renaming the record, starring it for quick access, updating its workflow state, assigning it to a team member, and managing lock status to control concurrent editing. For folders, administrators and managers also have access to folder-level permission controls that restrict visibility to specific user groups.

Project information panel in Storage Explorer

Project metadata details in the information panel

Locking Records for Team-Safe Editing​

When working in a team environment, you can lock a project record from the Information panel to signal that the project is actively being edited. If another team member opens a locked project, they will be prompted to save their changes as a new copy rather than overwriting the original. This mechanism prevents conflicting edits from being saved over each other and is particularly important for high-value projects where multiple operators might otherwise attempt to save simultaneously.

Troubleshooting​

If a team member cannot locate a project, the most common cause is that the project was saved in a different storage context. Confirm whether the project is in Personal Storage or Team Drive, and verify the folder path within that context. If changes appear to have been overwritten unexpectedly, review whether the record was locked before editing began and consider enabling the lock workflow for the affected projects going forward. Because cross-context moves are not supported directly, any project that needs to exist in both contexts must be re-saved as a separate copy.

Video tutorial​