To help get you started creating your own custom views, we've put together a guide for views that can enhance your everyday efficiency.

 

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		 N/A 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
Requests Pending My Acceptance PM Keep track of requests that require me to accept or decline Archived Status = Not Archived
Request Status = Submitted

 

 

Projects
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
Project Status = To Do, In Progress		 N/A Table

Completed Projects to Archive

Review Completed Projects to Archive

 Project Status = Completed
Archived Status = Not Archived

 

 

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 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

 N/A

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.

 N/A N/A N/A

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.

 N/A N/A N/A