Creating Custom Viewsmail_outline

Save your favorite filters in Requests, Campaigns, Projects, Tasks, Proofs, Calendars, and Workload to return to when needed! 

My Views

Views you have created will be saved within each respective workspace on the left side of your screen below MY VIEWS. These views are not shareable with other Team Members or Stakeholders. 


Drag and drop functionality allows you to re-order your views as desired.


Create as many views as needed by clicking + Add View at the bottom of your views list. 


Sort, filter, column, and view type options are are located in dropdown menus at the top of your view. The options available are dependent on the workspace and view type. View types include List, Table, and Kanban


Filters currently applied will show inside the filter bar. Deselect a filter to remove from the view. Select Clear on the far right to remove all filters. 


When making changes to your view select Save to View to save your preferences or Save as New View to create a new saved view with the current preferences. 


The ellipses menu in the top right corner allows you to duplicate your view or delete if no longer needed. You also have the option to set the current view as your Default View for the current workspace. 


Default Views

Have a favorite saved view that you return to on a daily basis? Lytho Workflow gives you the ability to set a saved view as the default view for individual workspaces. 

Navigate to your desired view and click the actions menu in the top right corner of your screen. Select Set as Default View to set. Now when you return to the workspace your preferred view will automatically show. 


If you wish to set a new view as your default or remove the default view all together, select Remove as Default View from the same menu. 


Recommended Views

To help get you started creating your own views, we've put together a guide for views we know will be helpful in your day-to-day. 

Requests 

View Name

Role

Purpose 

Recommended Filters:

Recommended Columns 

View type

My In Progress Requests, Submitted by Me

Team Member

Keep track of requests that are in progress

  • Requester Name: Your Name

  • Archived Status: Not Archived

  • Request Status: Accepted

 

 List or Table

My Requests Pending  Acceptance

Team Member

Keep track of requests yet to be accepted

  • Requester Name: Your Name

  • Archived Status: Not Archived

  • Request Status: Submitted

 

 List or Table 


Projects

View Name

Role

Purpose

Recommended Filters:

Recommended Columns

View type

Projects Due this Week (templated report with filters added)

PM

Proactively manage to ensure on-time delivery or communicate updated status with requester.

  • Date/Due=This week or custom range

 

Table

Completed Projects to Archive

PM

Review Completed Projects to Archive

  • Project Status= Completed

  • Archived Status = Not Archived

 

Table


Work

View Name

Role

Purpose

Recommended Filters:

Recommended Columns

View Type

Returned Proofs

Designer

Allow designers to quickly see which proofs have been returned and focus on actions that need to be taken

  • Work Type = Proofs

  • Work Status = Returned

  • Members = User Name

  • Approval Status

  • Due Date

  • Review Returned Date

  • Review Name

  • Proof Version

  • Review Deadline

  • Tiers

  • Total Reviewers

Table

Review Status

PM

Proactively manage reviews to ensure they are delivered on time.

  • Work Type = Proofs

  • Work Status = To Do, In Progress, In Review, Returned

  • Date Range = This week/month

  • Due Date

  • Start Date

  • Approval Status

  • Work Name

  • Project Name

  • Review Version

  • Active Tier

  • Work Status

Table

Designers/Copywriters to manage work

Designer/Copywriter

Allow designers to quickly see what work is on their plate, so they can proactively manage their schedule including time off.

  • Assignees = Person’s name

  • Work Type =Task &/or Proofs

  • Date Range = This month

  • Work Status (all but completed)

  • Archived Status = Not archived

  • Work Name

  • Project Name

  • Start Date

  • Due Date

  • Work Status

  • Work Type

  • Any applicable CF’s

 Table

Designers/Copywriters to manage work

Designer/Copywriter

Allow designers to quickly see what work is on their plate, so they can proactively manage their schedule including time off.

  • Assignees = Person’s name

  • Work Type =Task &/or Proofs

  • Date Range = Due this week

  • Work Status (all but completed)

  • Archived Status = Not archived

  • Kanban, by Due Date

 

 Kanban (Good for someone who is coming from a Jira or Trello background)

Workload View for Teams

Create for a group of People either by name or by Specialty

Allow managers and/or traffic to quickly see at a gland the workload of various teams to help justify decisions you make based on the information you are seeing.

 

 

 

Workload View for Individuals

Create for an individual

Use for a 1:1 to see workload and have good conversations with team members to adjust work, or address issues as needed.

 

 

 

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