> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pingtree.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Creative Process Kanban
> A visual Kanban board for tracking creatives through the production workflow — from upload to active deployment — with drag-and-drop stage management.
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.
***
## 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
| Stage | Description |
| -------------------- | ------------------------------------------------------------------------ |
| **New** | Creative has been uploaded but review has not yet started. |
| **In Design Review** | Creative is under active evaluation by the design team. |
| **In Production** | Creative has cleared design review and is being prepared for deployment. |
| **Approved** | Creative has passed all review stages and is cleared for use. |
| **Not Approved** | Creative did not pass review; requires rework or replacement. |
| **Active** | Creative 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:
| Filter | Description |
| ------------ | ------------------------------------------------------- |
| **Campaign** | Show only creatives assigned to a selected campaign. |
| **Assignee** | Filter by the team member responsible for the creative. |
| **Tags** | Narrow the board to creatives with specific tags. |
| **Type** | Show 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.
| Scenario | Recommendation |
| -------------------------------- | --------------------------------------------------------------------------------------------- |
| Large creative backlog in *New* | Assign team members to specific cards using the assignee field to distribute review workload. |
| Bottleneck in *In Design Review* | Use the assignee filter to identify who has the most cards and rebalance. |
| Campaign launch approaching | Filter by campaign and check that all required creatives have reached *Approved* or *Active*. |
| Post-campaign cleanup | Filter 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.