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Feature Settings

Navigate to the Features sub-navigation in Account Settings to set up your account features. Configure the features that will make a difference for your team by enabling or disabling the toggle to the left of each feature. 

 

Features described in this article are not included in all subscription plans. Interested in expanding your feature set? Contact the Lytho Support Team for further assistance.

 

TABLE OF CONTENTS

• Auto-Numbering

• Automatic Review Reminders

• Change Requests

• Collaborate on Returned Proofs

• Copy Request Files to Associated Work

• Custom Text

• Request Sharing

• Requester Insights

• Require the Completion of...

• Review Asset Download

• Review Sharing

• Secure Review Submission 

• Self-Registration

• Share Calendars with Stakeholders

• Start & Due Times

• Time Tracking

 

Auto Numbering

Auto-Numbering* allows you to quickly locate and track your work by automatically generating unique ID numbers on Projects, Campaigns, and Requests.

Auto Numbering toggle

 

 

Automatic Review Reminders

Automatic Review Reminders allow you to automatically send reminders to Reviewers about outstanding Proofs and keep notifying them until they complete their Review.

Automatic Review Reminders toggle

 

 

Change Requests

Change Request allow your Requesters to make changes to an already-approved Request. By keeping Change Requests and related communication in one place, you can reduce lost communication and better tailor your processes.

Change Requests toggle

Change Requests

 

 

Collaborate on Returned Proofs

Collaborate on Returned Proofs allows Reviewers to continue collaborating on Reviews even after they have been returned. This is helpful when your team still needs a final answer on a conversation thread or needs to follow up with a clarifying question. Once a Review has been returned, Reviewers can keep commenting, but will not be able to set or update approval statuses or invite others to the Review via @mentioning or the share option. Once enabled, this can also be configured on a per proof basis.

Collaborate on Returned Proofs toggle

 

 

Copy Request Files to Associated Work

Copy Request Files to Associated Work gives request Acceptors the ability to copy files shared in the Request Form directly to the associated Work when accepting a Request, eliminating the need to manually download and upload files. 

Copy Request Files to Associated Work toggle

 

 

Custom Text

Enabling Custom Text allows you to edit the label and provide helper text in the Create Request modal, ensuring your Requesters are providing the information you need to get started. By default, the Create Request modal label will show Request Name and no helper text is provided. 

Create request modal

 

Navigate to Account Settings and toggle on Custom Text in Features

Custom Text toggle

 

Toggle on Request Name Field to begin customizing. 

Custom Text details

 

Update the field label and add helper text as desired. Click Save when complete. 

The Field Label field can have a maximum of 201 characters and the Help Text field can have a maximum of 501 characters.

 

Custom Text details

 

Now when creating a new Request, your custom text will show in the Create Request modal. 

Custom Text example

 

 

Request Sharing

Request Sharing* gives Stakeholders and Team Members the ability to @mention and share the Request with others to answer questions throughout the Project lifecycle, and will ensure visibility and access to final deliverables when the Project is complete.

Request Sharing toggle

 

 

Requester Insights

Requester Insights* provides additional context and progress of the work associated on the Request Details page. 

Requester Insights toggle

Requester Insights example

 

 

 

Require the Completion of...

These two features offer the same functionality at two different levels. When one of these features is enabled, you will not be able to closer the higher Work item until all of the lower Works items within it have been completed. 

Require the Completion of... toggles

 

 

 

Review Asset Download

Review Asset Download allows Reviewers to download any Proof assets from a Review. This functionality can also be managed on the individual Proof level

Review Asset Download toggle

 

 

 

Review Sharing

Review Sharing & Collaboration gives Reviewers the ability to @mention and collaborate with other account members who were not initially invited to the Review. Once enabled, this can also be configured on a per proof basis.

Review Sharing toggle

 

 

Secure Review Submission

Secure Review Submission adds a layer of security to your Reviews. When you enable this feature, Reviewers will be required to provide their Workflow PIN, found in their Personal Settings, to verify their identity when submitting their final approval status. Once enabled, this can also be configured on a per proof basis. 

Secure Review Submission toggle

 

Self Registration

By enabling self-registration, your Stakeholders can sign up to create their own accounts and start Requesting and Reviewing work without delay.

 

From the Default Role menu, select the Stakeholder role that you would like to automatically apply to any user that self-registers.

Self Registration toggle

 
 
 

Share Calendars with Stakeholders

Share Calendars with Stakeholders allows Team Members to share read-only custom Calendars views with Stakeholder users. 

Share Calendars with Stakeholders toggle

 
 

Start & Due Times

Start and Due Times allow Team Members to manage their resources more effectively by seeing the specific times that Work will be started or completed.

Start & Due Times toggle

 
 

Time Tracking

Time Tracking* enables your team to easily track time on Tasks and Proofs. Enabling this feature will give you access to turn on more time tracking features in your account like Timers & Timesheets, Time Categories, and Time Required for Completion.  

Time Tracking toggle