Recommended Custom Viewsmail_outline

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 

• Archived Status: Not Archived
  
  
• Requests Status: Submitted

View Name

Role

Purpose

Recommended Filters:

Recommended Columns

View Type

Projects Due this Week 

PM

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

• Date/Due=This week or custom range

• Project Status Stage = To Do, In Progress

Table

Completed Projects to Archive

PM

Review Completed Projects to Archive

• Project Status= Completed

• Archived Status = Not Archived

Table

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 custom fields

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.