How to use CreatiBI
Language
  • CreatiBI
    • ๐Ÿ‘‹Welcome to CreatiBI
    • ๐Ÿ˜›CreatiBI home page
  • Fundamentals
    • ๐Ÿ‘ฅAccount
      • Create account
      • Log in & log out account
      • Reset password
      • One account, multiple spaces
      • Account setting
        • Profile
        • Notification
        • Account
        • Display
    • ๐ŸขOrganization and workspace
      • Organization
        • Create an organization
        • Join an organization
        • Leave an organization
      • Guest
      • Workspace
        • Create a workspace
        • Join a workspace
        • Leave a workspace
        • Manage a workspace
      • Permission
    • ๐Ÿ‘จโ€๐Ÿ‘จโ€๐Ÿ‘งโ€๐Ÿ‘งTeam
      • Find a team
      • Create a team
      • Join a team
      • Team setting
        • Team admin and member
        • Team permission
    • ๐Ÿ’พProject
      • Project setting
      • Project owner and member
      • Project permission
      • Project overview
      • Project tab
      • Script and media review permission
    • ๐Ÿ“ฆPortfolio
      • Timeline
        • Edit and filter timeline
        • Add, edit and delete event
      • Permission
    • ๐Ÿ“ฉInbox
    • ๐Ÿ”‘My task
    • ๐Ÿ’ชApp integration
      • Google Ads integration
      • YouTube integration
      • Ocean Engine integration
      • Douyin integration
    • ๐ŸŽฎAdmin console
      • Manage member
      • Manage team
      • Manage bill
      • Manage application
      • Manage setting
  • Product Guides
    • โœ๏ธScript
      • Start with an empty script
      • Start with a storyboard
      • Start with a speaking script
      • Comment on script
      • Review script
      • Modify script
      • Manage more scripts
        • Add custom fields to script table
        • Filter, sort, hide, and group the script table
      • Derive script
    • ๐Ÿ“ธMedia review
      • Comment on media
      • Compare media
      • Approve media
      • Modify media
      • Manage more media
        • Add custom fields to media review table
        • Filter, sort, hide, and group the media review table
    • ๐Ÿ”Creative
      • Manage more creatives
        • Batch rename creatives
        • Add custom fields to creative table
        • Filter, sort, hide, and group the creative table
    • ๐Ÿ“ขDistribution
      • Manually publish the creative on ad platforms
        • Google Ads
      • Manually post the creative on social media
        • Douyin
      • Modify and cancel your distribution plan
    • ๐Ÿ“ˆReporting
      • Ad platform
      • Social media
    • ๐ŸšฆWorkflow
      • Script review workflow
      • Media review workflow
    • โณTimeline
      • Edit timeline
      • Filter and sort timeline
      • Add, edit and delete event
    • ๐Ÿ—‚๏ธCustom field
    • ๐Ÿ“Custom rule
      • Trigger
      • Action
  • Community
    • ๐Ÿ”ฅSay hi!
  • Update log
    • ๐Ÿ› ๏ธUpdate log
  • Troubleshooting
    • ๐Ÿ“กBrowser and connectivity issues
  • Terms & Privacy
    • Privacy Statement
    • Terms of Use
    • Subscriber Agreement
    • Cookie
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  1. CreatiBI

CreatiBI home page

PreviousWelcome to CreatiBINextAccount

Last updated 1 year ago

Navigation bar

  1. Home: Customize your dashboard with various components, arranging them to suit your personal needs.

  2. My Tasks: Check all tasks assigned to you, including scriptwriting, media production, and task review.

  3. Inbox: Receive message notifications here.

  4. Portfolios: Manage cross-team portfolios. Add multiple portfolios to monitor overall summary data or conduct periodic reviews and comparisons.

  5. Starred: Follow projects here, with starred projects appearing in your starred list.

  6. Projects: Create multiple projects to manage different promotion cycles. Invite colleagues to collaborate. Each project includes the full workflow from creative production to distribution, covering scripts, media reviews, creative management, distribution, and reporting.

  7. Teams: View teams you've created or joined, and explore other public teams within your organization.

  8. Invite: Invite colleagues or callaborators to join your team.

  9. Help: Access the help center to view help documents.

Profile Picture

After clicking on your profile picture, you can update your personal information or go to the settings page. You can access the admin console from here if you're an administrator. You'll also find the option to log out in this menu.

+ Create

This section provides 4 quick create options. You can quickly create script tasks, projects, teams, or invite other members to join.

Switch Workspaces

If you have created or joined multiple workspaces, clicking on your profile picture will show a list of the workspaces you have joined. You can quickly click on them to switch between different workspaces and collaborate with different colleagues.

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