Does your view look different than the documentation below? As we rollout this exciting new functionality, Improved Views may not be available in your account just yet. Please continue to use this article for custom views assistance and you'll be able to leverage these new features very soon!
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 |
|
| List or Table |
My Requests Pending Acceptance | Team Member | Keep track of requests yet to be accepted |
|
| 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. |
|
| Table |
Completed Projects to Archive | PM | Review Completed Projects to Archive |
|
| 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 |
|
| Table |
Review Status | PM | Proactively manage reviews to ensure they are delivered on time. |
|
| 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. |
|
| 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. |
|
| 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. |
|
|
|