Sharing Custom and Calendar Views ensures your team is working for the same perspective, decreasing confusion around what should be worked on next, and fostering alignment between and across teams. 

 

TABLE OF CONTENTS

• User Permissions

• Sharing Views

• Viewing Shared Views

• Recommended Shared Views

 

User Permissions

Members with the User Permission to Share Custom Views have the ability to share their views. Custom Views can only be shared by their creators.

Share Custom Views toggle

 

Admins can enable the Share Calendar with Stakeholders feature toggle in Account Settings to allow Calendars to be shared with both Team Members and Stakeholders, expanding visibility and alignment across your organization.

Share Calendar with Stakeholders toggle

 

When Share Calendars with Stakeholders is enabled, the Calendar panel will appear as an available option in Stakeholders’ environments.

Share Calendar with Stakeholders view

- Campaign, Project, Work, Request, Calendar, and Workload Custom Views can be shared with Team Members.
- Request and Calendar Custom Views can be shared with Stakeholders
- Each user can only access the information within a shared view if they have the proper permissions
Lytho Pro Tip: Use customized badge colors to make work items easier to identify at a glance!

 

 

 

Sharing Views

To share a Custom View or a Calendar View, click on the actions menu in the top right corner of your view and select Share.

Sharing Views

 

Choose the user(s) you want to share your view with from the dropdown list. A green check mark will appear next to your selections. Close the window to confirm your choices.

Sharing Views

 

Once your view has been shared, a new icon will appear indicating the number of people the view is shared with. Select this icon to see who the view is being shared with. You can stop sharing your view by clicking to deselect the user(s). 

Sharing Views

 

Views you are currently sharing will appear under SHARED WITH OTHERS on the left side of your workspace. 

SHARED WITH OTHERS tab

 

 

 

Viewing Shared Views

Views that have been shared with you will appear under SHARED WITH ME on the left side of your workspace. These can be found in the following panels: Requests, Campaigns, Projects, Work, Calendars, and Workload.

Viewing Shared Views

 

You can update the view type and sort order on views that have been shared with you, except for Calendar views. Any changes you make are temporary and will reset to the original settings once you leave the view, so no permanent updates will be made.

Sort options

 

Within the actions menu in the top right corner, you have the ability to leave the view or set as your default view. 

overflow menu

 

 

Recommended Shared Views

To help get you started creating views for sharing, we've put together a guide for views that can enhance team alignment. Check out our page on Recommended Views for view ideas to create for your individual team members. 

 

View Name Role(s) Purpose Recommended Filters Recommended Columns View Type View Area
Weekly Standup Team Members Provide a view of the team's priorities for the week and enable contributors to give status updates.
  • Archived Status: Not Archived
  • Date: Due, This Week
  • Work Name
  • Assignees
  • Due Date & Time
  • Work Status
  • Work Type
  • Work Priority
  • Project Name
  • Project Priority
  • Project Name
  • Project Priority
  • Campaign Name
 Table Work
Upcoming Campaigns/ Projects Project Managers To get a wide look at upcoming Campaigns or Projects and determine if resources or expectations need to shift.
  • Archived Status: Not Archived
  • Campaign Status Stage: To Do
   Gantt Campaigns or Projects
Team Member PTO Team Members To provide access to a specific team members work while they are away, ensuring nothing gets missed.
  • Archived Status: Not Archived
  • Work Status Stage: To Do, In Progress
  • Assignees: OOO Team Member
  • Date, Due: OOO time frame
   List Work
Brand Calendar Social, Brand, and Communication teams To keep everyone aligned on when content is going live.
  • Archived Status: Not Archived
  • Any tags used to label go-live dates such as: brand, email, social, etc.
   Calendar or Gantt Calendars or Work
Multi-Project Kick-off Project Members To align on work items and due dates needed to complete a project.
  • Project Name
  • Work Name
  • Start Date & Time
  • Due Date & Time
  • Assignees
  • Specialties
  • Blocked Status
  • Tags
 Table Work
Specialties Groups of specialty team members like Graphic Designers or Videographers. Maintain alignment between team members with similar roles to foster collaboration and prevent duplicate work.
  • Archived Status: Not Archived
  • Specialty
  • Work Status Stage: To Do, In Progress
   Work Calendar
Team Workload Team Members To provide transparency into and alignment of team workloads for resourcing.
  • People: Team Members
  • Specialty
   Workload Workload