Workflow

Getting Started

• Quick Start Guide: Workflow Hierarchy
• Glossary (Workflow)
• Notifications (Workflow)
• Global Search (Workflow)
• Collaborating (Workflow)
• Configure Your Account (Workflow)
• Customize Your Personal Settings (Workflow)
• Managing Files (Workflow)
• Archiving (Workflow)

Train Your Teams

• Ensure a Successful Onboarding (Workflow)
• Train Your Teams! (Workflow)
• Email Templates (Workflow)
• Training Decks (Workflow)
• Onboarding Team Members Project Template (Workflow)
• Capabilities for Stakeholder Users (Workflow)
• Stakeholder Tips & Tricks (Workflow)
• Go Live! (Workflow)
• Create Your Templates (Workflow)

Account Settings

• Feature Settings (Workflow)
• Managing Roles and Permissions (Workflow)
• Managing Tags (Workflow)
• Managing Custom Fields (Workflow)
• Using Custom Fields (Workflow)
• Custom Statuses (Workflow)
• Auto-Naming (Workflow)
• Auto-Numbering (Workflow)
• Business Days (Workflow)
• Password Management (Workflow)

User Management

• User Authentication (Workflow)
• Managing Users (Workflow)
• Best Practices for Deactivating Team Members (Workflow)

Requests

• Submitting a New Request (Workflow)
• Request Management (Workflow)
• Requester Insights (Workflow)
• Request File Markup (Workflow)
• Request Sharing (Workflow)
• Change Requests (Workflow)
• Submitting a Change Request (Workflow)
• Final Asset Delivery (Workflow)
• Request Exports (Workflow)

Request Form Templates

• Request Form Examples (Workflow)
• Form Builder Comparison (Workflow)
• An Introduction to Form Template Builder (Workflow)
• Managing Requesters (Workflow)
• Editing Existing Forms (Workflow)
• Editing Standard Fields (Workflow)
• Editing Metadata Fields (Workflow)
• Editing Static Element Fields (Workflow)

Campaigns

• Creating a Campaign (Workflow)
• Creating a Campaign Request (Workflow)
• Accepting a Campaign Request (Workflow)
• Cascading Custom Fields When Accepting Campaign Requests (Workflow)
• Campaign Work Groups (Workflow)

Projects

• Creating a Project (Workflow)
• Project Work Groups (Workflow)
• Project Templates (Workflow)
• Automatic Date Calculations (Workflow)
• Dependencies (Workflow)
• Moving a Project to a Campaign (Workflow)
• Importing Work Items

Work (Tasks & Proofs)

• Creating a Task (Workflow)
• Moving a Task to a Project (Workflow)
• Converting a Task to a Proof (Workflow)
• Editing Work Item Details (Workflow)
• Deleting Work (Workflow)
• Creating a Proof (Workflow)
• File Preparation Guidelines (Workflow)
• Moving a Proof to a Project (Workflow)
• Review Asset Types (Workflow)
• Review Routes (Workflow)
• Versioning a Review (Workflow)
• Review Reminder Notifications (Workflow)
• Review Sharing & Collaboration (Workflow)
• Time Tracking (Workflow)
• Secure Review Submission (Workflow)

Review & Approval

• An Introduction to Review + Approval (Workflow)
• Quick Start Guide: Submitting a Review (Workflow)
• Reviewing a Media Asset (Workflow)
• Reviewing a Web Page (Workflow)
• Collaborating During a Review (Workflow)
• Proof Versioning (Workflow)
• Proof Printing (Workflow)
• Proof Downloading (Workflow)
• Lytho Review App for iOS and Android (Workflow)

Reviews (New!)

• Driving Change Management for Reviews - New! (Workflow)
• An Introduction to Lytho Reviews - New! (Workflow)
• Quick Start Guide: Submitting a Review - New! (Workflow)
• Collaborating During a Review - New! (Workflow)
• Reviewing a Media Asset - New! (Workflow)
• Reviewing a Web Page - New! (Workflow)
• Proof Versioning - New! (Workflow)
• Proof Printing - New! (Workflow)
• Proof Downloading - New! (Workflow)

Reporting

• An Introduction to Reporting (Workflow)
• Reporting Reference Guide (Workflow)
• Answering Key Business Questions using Lytho Reporting (Workflow)
• Campaigns, Projects, Tasks, Proofs, & All Work Report (Workflow)
• Requests Report (Workflow)
• Reviews Report (Workflow)
• Users Report (Workflow)
• Time Report (Workflow)
• 2024 Year in Review (Workflow)

Views & Organization

• Bulk Actions (Workflow)
• Custom Color Coding (Workflow)
• Custom Views (Workflow)
• Shared Custom Views (Workflow)
• Recommended Custom Views (Workflow)
• Custom Views for Stakeholder Users (Workflow)
• List Views (Workflow)
• Table Views (Workflow)
• Gantt Views (Workflow)
• Calendar Views (Workflow)
• Kanban Views (Workflow)

Resource Management & Time Tracking

• Specialties (Workflow)
• Priorities (Workflow)
• Workload (Workflow)
• Availability (Workflow)
• Getting Started with Time Tracking (Workflow)
• Time Entries (Workflow)
• Timers (Workflow)
• Timesheets (Workflow)

Integrations, Extensions, & Plugins

• Installing the Lytho Extension for Adobe Creative Cloud (Workflow)
• Adobe Creative Cloud Extension (Workflow)
• Microsoft Teams Integration (Workflow)
• Slack Integration (Workflow)
• Jira Integration (Workflow)
• Zapier Integration (Workflow)
• Storage Integrations (Workflow)

Data Warehouse

• About the Lytho Data Warehouse (Workflow)
• Table Information for the Data Warehouse (Workflow)
• Snowflake Documentation for the Data Warehouse (Workflow)
• Data Mart Diagrams for the Data Warehouse (Workflow)
• Data Dictionary for the Data Warehouse (Workflow)

FAQs & Troubleshooting

• Software Requirements (Workflow)
• Troubleshooting in an Incognito Window
• How do I reset my password? (Workflow)
• I'm an admin, and a new user in my account can't log in. What do I do? (Workflow)
• Why am I getting a Username/Password error when I try to login? (Workflow)
• Why am I receiving an "account not authorized" message when attempting to login? (Workflow)
• I was reinvited to Lytho. Why is my new invitation link not working?
• I'm trying to self-register. Why haven't I received the email to complete my registration? (Workflow)
• Something's not working the way I expect it to. Where do I start?
• What character limits do different fields have? (Workflow)
• Why is a Review not showing it has been submitted? (Workflow)
• When are daily and weekly email notifications sent? (Workflow)
• I'm getting an "unsupported browser" error, what do I do?
• How do I provide product feedback?
• How do I pull an error log if I encounter a bug?
• How do I change my date format? (Workflow)

Best Practices

• Change Management Best Practices
• Preparing to Go Live With a New Process Best Practices
• Working in Adobe Best Practices
• Requests & Intake Forms Best Practices
• Proofing Best Practices
• Reporting & Resource Management Best Practices
• Agile Marketing Best Practices