How to use CreatiBI
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  • 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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  • Create private scripts
  • Sort, filter, and group by
  • Related articles
  1. Fundamentals

My task

My Tasks acts as your individual to-do list and automatically gathers tasks assigned to you across all projects, enabling you to see and organize your work in one centralized place.

PreviousInboxNextApp integration

Last updated 11 months ago

My tasks include 4 tabs: scriptwriting task, media production task, script review task, and media review task assigned to you.

Script review and media review tasks will only become visible here after the project activates its and assigns you to the review stage.

Workflow is available for CreatiBI's Business plan and above.

To access My Tasks, click "My tasks" from the sidebar.

You can customize your "My tasks" by:

  • Turning on/off the display of specific fields

  • Reordering the fields

  • Resizing the columns of fields

  • Adding custom fields

Create private scripts

To create a script from My tasks, click the "Add script" button at the top left or click "Add script" under the table.

All new tasks you create in My tasks are automatically assigned to you and private to you. Add them to projects to make them visible to the rest of your team.

However, if you add the task to any project, it becomes visible to members of that project. There's a task visibility column in your My tasks where you can see to whom the task is visible.

Sort, filter, and group by

Sort your tasks list to view your tasks in a way that suits you. My tasks will automatically save your "Sort", "Filter", and "View" preferences for next time.

To sort, click the "Sort" button and choose an option.

You can filter across any built-in or custom field you have access to, like "Due date", and "Project" in the list, and use multiple filters at a time.

Using "Sort" or "Group by" while in list view will keep your tasks grouped by section and will sort the tasks inside those sections.

You can also use "Sort" and "Group by" at the same time for example, you can group your My tasks by project and then sort these groups by due date.

Related articles

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