Boards & automations
Overview
Organize stages on a Kanban board, control the allowed workflow and automate actions as videos move.
The board is where the operation becomes visible. Each creative is a card, each stage is a column, and work moves left to right.
Create one board per front of work — per client, per campaign, per quarter.
What the board solves
Without a board, a creative's status lives in someone's head. With a board, it's the column the card sits in.
- Columns model the stages of your process.
- Workflow defines which transitions are allowed.
- Automations fire actions when a card enters a column.
In this section
- Columns and workflow — stages, transitions and filters.
- Automations — what fires when you move a card.