Skip to main content
The Creative Process Kanban provides a visual, board-style view of every creative in your library, organised by its current workflow stage. It is the fastest way to see where creatives are in the production pipeline, identify bottlenecks, and take action without navigating into individual creative records.
Creative process kanban board with workflow stages

​
Kanban Board Layout

The board displays creatives as cards arranged in columns. Each column represents a stage in the creative production workflow.

​
Default Workflow Stages

StageDescription
NewCreative has been uploaded but review has not yet started.
In Design ReviewCreative is under active evaluation by the design team.
In ProductionCreative has cleared design review and is being prepared for deployment.
ApprovedCreative has passed all review stages and is cleared for use.
Not ApprovedCreative did not pass review; requires rework or replacement.
ActiveCreative is currently live and serving in one or more campaigns.
Each card on the board shows the creative’s name, unique ID, assigned campaign (if any), tags, and a thumbnail (for image and video creatives).

​
Moving Creatives Between Stages

Drag a creative card from one column and drop it into another to update its status instantly. There is no need to open the creative detail view for routine stage transitions.
  • Dragging a card updates the creative’s status in real time.
  • All status changes are recorded in the creative’s activity log with a timestamp and the user who made the change.
Tip: During a team stand-up or review session, use the Kanban board on a shared screen to walk through all in-progress creatives and move them forward collaboratively as a team.

​
Filtering the Board

Use the filters at the top of the board to focus on a specific subset of creatives:
FilterDescription
CampaignShow only creatives assigned to a selected campaign.
AssigneeFilter by the team member responsible for the creative.
TagsNarrow the board to creatives with specific tags.
TypeShow only image, video, or text creatives.
Filters can be combined. For example, you can view all Image creatives tagged Summer Promo that are assigned to a specific team member — giving you a precise slice of the pipeline without any noise.

​
Bulk Status Updates from the Board

You do not have to drag cards one at a time. Select multiple creative cards using the checkboxes that appear on hover, then use the Bulk Update toolbar to move them all to a new stage at once. Common bulk actions from the board:
  • Move a batch of creatives from In Design Review to Approved after a review session.
  • Mark a group of rejected creatives as New to restart the review cycle.
  • Move a set of approved creatives to Active when a campaign launches.

​
Tracking the Creative Lifecycle

The Kanban board makes the full creative lifecycle visible at a glance: 
Upload → New → In Design Review → In Production → Approved → Active
                                                ↓
                                          Not Approved
  • Creatives that are Not Approved can be moved back to New once they have been revised and re-uploaded.
  • Creatives that move to Active remain visible on the board so you can monitor your live creative inventory.

​
Best Practices for Teams

The Kanban board is especially valuable for teams managing high volumes of creative production across multiple campaigns running simultaneously.
ScenarioRecommendation
Large creative backlog in NewAssign team members to specific cards using the assignee field to distribute review workload.
Bottleneck in In Design ReviewUse the assignee filter to identify who has the most cards and rebalance.
Campaign launch approachingFilter by campaign and check that all required creatives have reached Approved or Active.
Post-campaign cleanupFilter by campaign and bulk-move all Active creatives to a suitable archived status.
Tip: Add tags such as priority, urgent, or hold to creatives so they stand out on the board and communicate context to your team without requiring verbal check-ins.