Actions & Tasks
Task management in Celavii — track outreach follow-ups, reminders, team assignments, and action items for creator relationships and campaigns.
Manage your workflow with tasks, reminders, and action items for creator outreach and campaign management. The Actions page is your task hub within Celavii.
Overview
Track follow-ups, set reminders, assign tasks to team members, and ensure nothing falls through the cracks in your creator relationships.
| Task Management | Create and track tasks |
| Reminders | Never miss a follow-up |
| Team Assignments | Collaborate with your team |
Task Types
| Type | Description |
|---|---|
| Outreach | Send initial contact emails |
| Follow-up | Check in on pending conversations |
| Review | Review creator content or proposals |
| Approval | Approve contracts or payments |
| Custom | Create your own task types |
Creating Tasks
- From the Actions page — Click "+ New Task" in the top right
- From a creator profile — Use the quick actions menu on any profile to create a linked task
- Bulk actions — Select multiple creators and create tasks for all of them at once
Filtering & Views
- By Status — Open, In Progress, Completed
- By Type — Outreach, Follow-up, Review, Approval
- By Assignee — Filter by team member
- By Due Date — Today, This Week, Overdue
- By Creator — Tasks linked to specific profiles
Notifications & Reminders
- Email reminders for upcoming due dates
- In-app notifications for overdue tasks
- Daily digest of pending actions
- Customize notification preferences in Settings