Getting Started


Workflow Business and Enterprise

Is your team on our Business or Enterprise plan? Use this guide to get started!

Workflow Starter

Is your team on the Starter plan? Use this guide to get started!


Software Requirements
Find the minimum system requirements to run Lytho Workflow.
Customize Your Personal Settings
Learn how to customize your personal profile, avatar and notification settings.
Certain events related to requests, projects, tasks, proofs, and reviews will trigger in-app and email notifications to keep your teams informed of important collaboration and activity.
Global Search
Search the system, filter by tags, or list by pertinent fields to view your request, work, and review information the way you want.
Calendar Views
Calendars allows you to view and create custom views of your work in a calendar format. Leverage filters to easily view the information important to you.  Viewing Work in Calendar View Navigate to Calendars by clicking on the calendar icon ...
Custom Views
Learn how to create more empowering table views of Projects, Tasks, Proofs, and Requests.
Archiving is a best practice for any workflow. Archiving allows you to keep your views organized with relevant projects, work items, and requests, while still having a record of past work to reference. Additionally, archiving is reversible so you do...
Storage Integrations
Streamline your file management process by connecting Lytho Workflow to Box, Dropbox, and Google Drive.
Lytho Workflow Capabilities for Stakeholder Users
A Stakeholder is a user type in Lytho Workflow that can be given permissions to request work, review work, receive final deliverable files, and collaborate on requests and reviews. Lytho Workflow keeps a history of all requests, files, and reviews s...