Managing Campaigns in the Kanban Board View

The Kanban board in the CreatorDB app is a visual project management tool that helps brands and marketing agency teams stay on top of all ongoing creator campaigns and manage workflows, view work in progress, and maximize collaboration efficiency. Track internal and external team members’ campaign progress, such as checking colleagues’ performance, client review statuses, and creators’ deliverables. The Kanban boards use cards and columns to track creators’ and agency team members’ tasks visually. Set up and customize your kanban board with task-specific columns and work in progress limits to streamline your team’s workflow and improve campaign productivity.

The Kanban board requires a paid plan, and the number of active campaigns and members in an organization depends on your plan. For details, see Plan limits.The steps on this page assume you’re logged in to CreatorDB. If you don’t have an account yet, see Create an account.

Kanban board user interface

The Kanban board is comprised of three major sections: the top toolbar area that provides key campaign information and main actions, followed by a filter and search bar that allows you to quickly organize campaign cards by certain conditions, and lastly, the Kanban board that groups creator cards by columns that allows for workflow visualization.

The actions you can perform on the Kanban board are role-based, please check you have the required campaign permissions to perform specific tasks. If you don’t have the necessary permissions, please contact your campaign admin or owner. For details, see Kanban board roles and permissions.

No.	Label	Description
1	Campaign name	The name of the campaign.
2	View client sheet	View the client sheet for this campaign. The button reads Create client sheet until the campaign has a client sheet. For details, see Managing Client Sheets
3	Archive campaign	Archives the campaign.
4	Delete campaign	Deletes the campaign.
5	See who’s in the campaign	View or edit campaign members.
6	Campaign status	Shows the current campaign status. For details, see Campaign statuses
7	Campaign role	Shows your campaign role. Your campaign role will affect the Kanban board actions and data you can access. For details, see Kanban board roles and permissions.
8	Campaign duration	Shows how long the campaign will run.
9	Budget	Shows this influencer campaign’s budget.
10	Country	Shows the target country of this campaign.
11	Social media platforms	Shows the social media platforms that this influencer campaign is active on.
12	Edit who’s in the campaign	Add or remove campaign members.
13	Share	Creates a link that allows you to share this campaign with others.

Filters and search bar

No.	Label	Description
1	Created by	Sorts creator cards by the person that created the campaign.
2	Assignee	Sorts creator cards by the assigned campaign member.
3	Tags	Sorts creator cards by associated tags.
4	Platform	Sorts creator cards by the platform that they are active on (e.g. YouTube, Instagram, or TikTok).
5	Status	Sorts creator cards by the Kanban column they are in.
6	Search by card name	Allows you to search creator cards by keywords or name.

Kanban board

No.	Label	Description
1	Creator negotiation	Shows creators that are in the process of negotiating campaign deliverables, payment, and contract terms.
2	Client negotiation	Shows the creators that have entered talks with clients (or brands) and are awaiting the clients’ approval of the collaboration terms.
3	Approved	Shows the creators that have been approved by clients (or brands) for the paid partnership.
4	Add column	Allows you to add custom columns that are specific to your team’s campaign workflow.
5	Add creator to campaign	Add creators to this campaign.

Creator card

Element	Description
Profile picture	The creator’s profile picture.
Card name	The creator’s display name.
Country	The creator’s country flag.
Active platforms	Social media platforms that this creator is active on.
Agreement	An indicator for whether the agreement has been signed.
Comments	The number of comments on the card, when there are any.
Assignee	The campaign member assigned to follow up on this creator’s progress.

Kanban board roles and permissions

The Kanban board in CreatorDB uses a role-based permission system to control what each team member can do. When you add a member to a campaign, you assign them one of four roles: Manager, Member, Viewer, or Guest. Each has a different level of access across role management, campaign settings, creator tracking, and card activity. CreatorDB recommends assigning the most restrictive role that still lets a person do their work.

Kanban board roles
Kanban board permissions

Kanban board roles

The table below describes each role and its intended use.

Role	Description
Manager	Full control over the Kanban board. Managers can manage team membership and roles, configure campaign and board settings, and perform all creator and card actions. Assign this role to campaign leads.
Member	Can contribute to the board by managing creators and performing most card actions, but cannot change campaign settings or manage other members. Assign this role to active team contributors.
Viewer	Read-only access with limited interaction. Viewers can view campaigns, creators, and cards, and can share and comment, but cannot create or edit content. Assign this role to stakeholders who need visibility without edit access.
Guest	No access to the Kanban board. When a Guest opens the campaign, CreatorDB takes them to the campaign’s client sheet instead. Assign this role to external clients. For details, see Managing Client Sheets.

Kanban board permissions

The tables below cover the Manager, Member, and Viewer roles. Guests can’t open the Kanban board, so they don’t have any of these permissions.

Role permissions

Permission	Manager	Member	Viewer
Add members	✅ Yes	❌ No	❌ No
Remove members	✅ Yes	❌ No	❌ No
Assign roles	✅ Yes	❌ No	❌ No
Change roles	✅ Yes	❌ No	❌ No

Campaign management permissions

Permission	Manager	Member	Viewer
Archive/unarchive campaigns	✅ Yes	❌ No	❌ No
Delete campaigns	✅ Yes	❌ No	❌ No
Edit campaign briefs	✅ Yes	❌ No	❌ No
Share campaign	✅ Yes	✅ Yes	✅ Yes
View campaigns	✅ Yes	✅ Yes	✅ Yes

Kanban board management permissions

Permission	Manager	Member	Viewer
Add columns	✅ Yes	❌ No	❌ No
Edit columns	✅ Yes	❌ No	❌ No
Delete columns	✅ Yes	❌ No	❌ No

Creator management permissions

Permission	Manager	Member	Viewer
Add creators	✅ Yes	✅ Yes	❌ No
Edit creators	✅ Yes	✅ Yes	❌ No
Move creators	✅ Yes	✅ Yes	❌ No
Change creator status	✅ Yes	✅ Yes	✅ Yes
Add creator to client sheet	✅ Yes	✅ Yes	❌ No
Delete creators	✅ Yes	✅ Yes	❌ No
Preview a creator	✅ Yes	✅ Yes	✅ Yes
View creators	✅ Yes	✅ Yes	✅ Yes
View creator status	✅ Yes	✅ Yes	✅ Yes

Card management permissions

Card management permissions cover actions across eight areas within a card: card actions, card logs, pricing, deliverables, fields, content, files, and notes. Card actions

Permission	Manager	Member	Viewer
Duplicate card	✅ Yes	✅ Yes	❌ No
Delete card	✅ Yes	✅ Yes	❌ No
Assign card	✅ Yes	✅ Yes	❌ No
Share card	✅ Yes	✅ Yes	✅ Yes
View cards	✅ Yes	✅ Yes	✅ Yes

Card logs

Permission	Manager	Member	Viewer
View card logs	✅ Yes	✅ Yes	✅ Yes
Add comments	✅ Yes	✅ Yes	✅ Yes
Edit comments	✅ Yes	✅ Yes	✅ Yes
Reply to comments	✅ Yes	✅ Yes	✅ Yes
Delete comments	✅ Yes	✅ Yes	✅ Yes
View log activity	✅ Yes	✅ Yes	✅ Yes

Pricing

Permission	Manager	Member	Viewer
Add creator price	✅ Yes	✅ Yes	❌ No
Edit creator price	✅ Yes	✅ Yes	❌ No
View creator price	✅ Yes	✅ Yes	✅ Yes

Deliverables

Permission	Manager	Member	Viewer
Add deliverables	✅ Yes	✅ Yes	❌ No
Edit deliverables	✅ Yes	✅ Yes	❌ No
Delete/remove deliverables	✅ Yes	✅ Yes	❌ No
View deliverables	✅ Yes	✅ Yes	✅ Yes
Add/edit exclusivity period	✅ Yes	✅ Yes	❌ No
Add/remove agreement URL	✅ Yes	✅ Yes	❌ No

Fields

Permission	Manager	Member	Viewer
Add fields	✅ Yes	✅ Yes	❌ No
Edit fields	✅ Yes	✅ Yes	❌ No
Remove fields	✅ Yes	✅ Yes	❌ No

Content

Permission	Manager	Member	Viewer
Edit publish date	✅ Yes	✅ Yes	❌ No
Edit published content URL	✅ Yes	✅ Yes	❌ No
Copy promo codes	✅ Yes	✅ Yes	✅ Yes
Copy UTM link	✅ Yes	✅ Yes	✅ Yes
Open and view agreement	✅ Yes	✅ Yes	✅ Yes
View publish date	✅ Yes	✅ Yes	✅ Yes
View published content URL	✅ Yes	✅ Yes	✅ Yes
View published content performance metrics	✅ Yes	✅ Yes	✅ Yes

Attachments

Permission	Manager	Member	Viewer
Add files	✅ Yes	✅ Yes	❌ No
Pin/unpin files	✅ Yes	✅ Yes	❌ No
Rename files	✅ Yes	✅ Yes	❌ No
Delete files	✅ Yes	✅ Yes	❌ No
Download files	✅ Yes	✅ Yes	✅ Yes

Notes

Permission	Manager	Member	Viewer
Add notes	✅ Yes	✅ Yes	❌ No
Edit notes	✅ Yes	✅ Yes	❌ No
View notes	✅ Yes	✅ Yes	✅ Yes
Add/import audience data	✅ Yes	✅ Yes	❌ No
Edit audience data	✅ Yes	✅ Yes	❌ No
View audience data	✅ Yes	✅ Yes	✅ Yes

Tag management permissions

Permission	Manager	Member	Viewer
Create tags	✅ Yes	❌ No	❌ No
Edit tags	✅ Yes	❌ No	❌ No
Delete tag from campaign	✅ Yes	❌ No	❌ No
Add tags to a card	✅ Yes	✅ Yes	❌ No
Remove tags from a card	✅ Yes	✅ Yes	❌ No
View tags	✅ Yes	✅ Yes	✅ Yes

For details on campaign-level permissions, see Campaign roles and permissions.
For details on organization-level permissions, see Organization roles and permissions.

Opening a campaign’s Kanban board

Every procedure on this page starts from the campaign’s Kanban board, and most start from a creator card.

Click Campaign.
The Organization list page appears.
Select an organization, then select a campaign.
The campaign’s Kanban board appears.
To open a creator card, click it.
The creator card window appears. Use the filters and search bar to find a card quickly.

Each card also has its own link, so you can bookmark it or share it with campaign members. For details, see Sharing a creator card.

Inviting campaign members

You must be a campaign manager to invite members and assign roles. For details, see Role permissions.

Open the campaign’s Kanban board.
Click the See who’s in the campaign icon at the top of the campaign.
Enter the team member’s email address and choose a role: Manager, Member, Viewer, or Guest.
Click Invite.

Invite external clients with the Guest role. Guests only see the campaign’s client sheet. For details, see Managing Client Sheets.

Adding and deleting columns

You must be a campaign manager to add or delete columns. For details, see Kanban board management permissions.
Deleting a column permanently deletes every creator card in it. Move the cards you want to keep to another column first.

Add a column: click Add column to the right of the last column, enter a name, and press Enter.
Delete a column: click x (Delete the column) on the column, then click Delete.

Managing creators in a campaign

What you can do depends on your campaign role. For details, see Creator management permissions.
Only creators active on the campaign’s platforms are added to a campaign.

Adding a creator to a campaign

You must be a campaign manager or member to add creators. From the Kanban board

Open the campaign’s Kanban board.
Click Add creator to campaign in a column.
The Create new card window appears.
Enter the creator’s full channel name or @handle, select the creator, and click Create card. Partial names may not return a match.

From a creator profile, search results, or a group

Choose where to add from:
- Creator profile: click Add to… at the top of the profile.
- Search results: select one or more creators, then click Add to….
- Group: click Group, then click More actions on a group.
Select Add to campaign (or Add group to campaign).
The Add creators to campaigns window appears.
Select one or more campaigns and click Save.

For finding creators, see Searching the CreatorDB Database.

Editing a creator card

You must be a campaign manager or member to edit a creator card. Open the creator card and change any of these fields. Changes save automatically.

Field	Description
Status	The column the card is in. Changing it moves the card.
Add to sheet	Adds the creator to the campaign’s client sheet. Available once a creator price is set. For details, see Adding a creator to a client sheet.
Creator price	How the creator is paid: Flat fee, CPM (capped at a number of views), or View guarantee.
Tags	Campaign tags for filtering cards. For details, see Adding tags to a card.
Deliverables	The platform and format of the content, such as a 30s integration, 60s integration, or dedicated video, and whether it includes a usage rights period.
Exclusivity period	The exclusivity period in months.
Agreement URL	A link to the signed agreement.
Notes	Free-form notes for your team.
Expected publish date	When the creator is expected to publish.
Published content URL	The link to the published content.
Attachments	Files for this creator. For details, see Managing a card’s attachments.

The Creator info section at the bottom of the card shows the creator’s audience overview and stats for each platform. For what each stat means, see Platform statistics.

Importing a creator audience demographic data from CreatorDB

Importing audience data replaces any audience data already on the card.
You can’t import or edit audience data after the creator is added to the client sheet.
You must be a campaign manager or member. For details, see Card management permissions.

Open the creator card and scroll to Audience overview.
Click the Import audience data from CreatorDB (cloud) icon.
Select a platform and click Import.
The Edit audience data window appears with the imported values.
Optional: Adjust the values, then click Save.

To change audience data later, click the Edit data (pencil) icon next to Audience overview. You can edit the gender split, country percentages, and age distribution.

Moving a creator card and updating their status

Drag a card to another column, or open the card and choose a new status at the top. Either way, the card’s status and column update together. Campaign managers and members can move cards. Viewers can change a card’s status. For details, see Creator management permissions.

Assigning a member to a creator card

Open the creator card, click Assignee, and select a campaign member. You can search for a member by name. You must be a campaign manager or member.

Adding tags to a card

Campaign managers can create tags. Campaign managers and members can add tags to cards. For details, see Tag management permissions.

Open the creator card and click Tags.
Select one or more tags.
Optional (managers): to create a tag, click Create tag, enter a name, and click the checkmark.

Open the creator card and click the Share card link icon at the top right. Click the link to copy it. Managers, members, and viewers can share cards.

Duplicating or deleting a creator card

Deleting a card can’t be undone. You must be a campaign manager or member. For details, see Card management permissions.

Open the creator card and click More actions (…) at the top right.
Select Duplicate card or Delete card. For Delete card, click Delete to confirm.

Managing a card’s attachments

Supported file types are JPG, JPEG, PNG, PDF, DOC, and DOCX. Each file can be up to 20MB, and each card can have up to 15 files.

In the Attachments section of the creator card:

Add: click Add and select a file.
Pin or unpin: click the pin icon on a file to keep it at the top.
Rename, download, or delete: hover over a file and click Rename, Download, or Delete.

Campaign managers and members can add, pin, rename, and delete files. Viewers can download them. For details, see Card management permissions.

Card log management

Every creator card keeps a log of comments and changes so your team can follow the latest updates. The Comments and Activity tabs are on the right side of the creator card (see the card image in Editing a creator card). Managers, members, and viewers can view logs and comment. For details, see Card management permissions.

Commenting on a card

Open the creator card and click Comments.
Enter a comment and click Save.

On a comment, you can:

Reply: click Reply, enter your reply, and click Save.
Edit: click Edit, change the text, and click Save.
Delete: click More actions > Delete, then click Delete to confirm.

Viewing card logs

Click Activity on the creator card. The tab lists every change to the card in order, such as status changes, deliverable updates, and comments, with who made each change and when.

Getting Started

CreatorDB User Guide

Tutorials

FAQs