As you begin configuring your Workflow account, use these resources to guide you through each step.
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Workflow
- Getting Started
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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)
- Update Your Request Forms (Workflow)
- Account Settings
- User Management
- Requests
- Request Form Templates
- Campaigns
- Projects
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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)
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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)
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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)
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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)
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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
- Integrations, Extensions, & Plugins
- Data Warehouse
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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
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Divvy
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Divvy Getting Started
- Train Your Teams in Divvy!
- Dashboard Interface Walkthrough
- Calendar Interface Walkthrough
- Ideas Interface Walkthrough
- Add New Function
- Calendar Admin Settings
- Adding a Child Calendar
- Adding a Parent + Child Calendar
- Calendar Organization Basics
- Team Member Setup
- Content Import Tool
- Setting up "My Profile"
- Divvy Account Admin
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Divvy Calendar Admin Interface
- Calendar Admin > General Settings
- Add a Calendar Overlay/Form
- Can I edit the color of my calendar(s)?
- Calendar Admin > Content Types
- Can I create and add my own content types?
- Calendar Admin > Campaign Types
- Calendar Admin > Content Strategy
- How to Customize Your Content Strategy Fields
- Calendar Admin > Content Imports
- Is there a way to undo or remove a recent content import?
- Why are all my content types not showing as options when adding a content item?
- What's the ideal size for a custom content type icon?
- Does DivvyHQ support special characters for additional languages?
- Does DivvyHQ have backups in the event of an accident or server issue?
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Divvy Team Member Management
- Adding a Team Member
- DivvyHQ Team Groups
- How to Bulk Import Team Members
- Divvy User Roles & Permissions
- How do I change user roles and permissions?
- How do you resend a team member invite?
- What's the difference between a contributor and reviewer?
- Is there a way to hide content or keep it confidential from other users?
- How do I give a user permissions/access to individual calendars?
- How do I downgrade a Full User to a Reviewer?
- How do I change the Admin on my account?
- Delete a Team Member
- Why can't I delete a Team Member?
- Can a user see content strategy meta data associated to calendar(s) to which he/she doesn't have access?
- Calendar Access
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Divvy My Profile
- My Profile > General Settings
- Can I change the day that my week starts on within the Divvy calendar?
- Sync Your DivvyHQ Calendar to Microsoft Outlook
- Sync Your DivvyHQ Calendar to Google Calendar
- Sync Your DivvyHQ Calendar to iCal (Mac Calendar App)
- I forgot my password. How do I reset my password so I can login?
- How do I unlock my account?
- Two-Factor Authentication
- My Profile > Notification Settings
- Why am I not receiving ANY email notifications?
- Why am I not getting notifications when I add content or make updates?
- How do I make sure I am receiving due date/deadline notifications?
- My Profile > API Access
- My Profile > Calendar Access
- Divvy Dashboard Interface
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Divvy Calendar Interface
- Updating Future Task Deadlines Via Drag and Drop
- Calendar Interface > Reminders
- Calendar Interface Summary
- Calendar Interface Video Overview
- Calendar Interface > Saved View
- Calendar Interface > Items to Display Filter
- Calendar Interface > Calendar Filters
- Calendar Interface >Team Member Filters
- Calendar Interface > Content Type Filters
- Calendar Interface > Content Strategy Filters
- Calendar Interface > Status Filters
- Calendar Interface > Priority Filter
- Calendar Interface > Campaign Type Filters
- Add a Content Item Overlay/Form
- Calendar Interface > Unscheduled Content Panel
- Is there a master calendar available for all users to view?
- Can I turn off the display of time on the calendar?
- Can I hide weekends from the calendar?
- Can I display full content item titles on the calendar interface?
- Why can't I see production tasks on the calendar interface?
- Why can't I see my content items on the calendar interface?
- Why are some campaigns displaying at the top of the calendar and others inline?
- Is there a way to export or share my calendar view with someone outside of Divvy?
- Calendar Interface > Calendar Hotkeys
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Divvy Sandbox Interface
- Sandbox Overview
- Sandbox > Details Tab > Overview Section
- Sandbox > Details Tab > Key Dates
- Sandbox & Content Item Slide-in > Production Schedule Widget
- Sandbox > Details Tab > Content Strategy Section
- Sandbox > Content Tab
- Sandbox > Attachments Tab
- Sandbox > Promotion Tab
- Sandbox > History Tab
- Sandbox > Series Tab
- Sandbox > Comments Panel
- Sandbox > Team Members Overlay
- What's the difference between the "Content Owner" and "Assigned" Team Members?
- How do I change the owner of a Content Item?
- Duplicate Content Item > Overlay
- Sandbox Interface > Version Tracking
- Concurrent Viewers and Lockout Features
- How do I assign users/team members to a content item?
- Can I upload an image or add an attachment, like a jpeg or word doc?
- What is the maximum file size/limit for an attachment?
- Can I open a file attachment directly in an editing program?
- I can't open a Microsoft-based file (Word, Powerpoint, Excel, etc.) in the Attachments tab
- Can I post a message to team members about a content item?
- Is there a storage limit on the amount of data I can input into Divvy?
- Is there a character limit on your comments feature?
- Can I create a content series that recurs regularly?
- How do I modify the settings of a recurring series?
- Edit Production Task
- Reordering Sandbox Details Tab Sections
- How do I assign team members to a piece of content?
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Divvy Content Interface
- Content Interface
- Content Interface > Social Posts
- Content Interface > Last Import Tab
- Content Interface > Attachment(s) Column
- Is there a way to export content items to show/share with others?
- Can I mark content items as published more than one at a time (in bulk)?
- Adding and Viewing Production Hours
- Divvy Campaigns Management
- Divvy Ideas Interface
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Divvy Content Requests
- Content Request Tool > Overview
- How to Create & Edit a Request Form
- Content Request Form Creation - Step 1: Form Name & Instructions
- Content Request Form Creation - Step 2: Add Form Fields
- Content Request Form Creation - Step 3: Assign Form Admins
- Content Request Form Creation - Step 4: Assign Request Moderators
- Content Request Form Creation - Step 5: Set Notification Preferences
- How to Preview and Share a Request Form
- Content Request Form Notifications
- Content Request Moderation - Viewing, Reviewing & Editing Request Submissions
- Converting a Content Request into a Content Item
- The Brief View - Viewing Original Request Data
- Content Request Tool > My Submissions View
- How do I add/remove an Admin or Moderator to/from my content request form?
- DivvyHQ Analytics
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Divvy Usability Features
- Does DivvyHQ have an app?
- DivvyHQ Mobile Web App
- A Shortcut to Recently Viewed Items
- Browser Notifications
- Calendar Interface > Campaign Slide-in
- Content Item Slide In
- Why Can't I Close the Slide-In Panel?
- Download on a Per Content Item Basis
- How do I use "Inspect" for Safari?
- How do I use "Inspect" on Chrome and Firefox?
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Divvy Third-Party Platform Integrations
- Lytho DAM Integration Overview
- Canto Integration Overview
- Grammarly Integration
- Jasper Integration
- Writer Integration
- Enabling and Providing Single Sign-On [SSO]
- How to Configure Okta for SSO with DivvyHQ
- How to Configure Azure for SSO with DivvyHQ
- How do I access my account if SSO is disabled and/or our account downgrades?
- Divvy WordPress
- Divvy Search
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Divvy Security
- Why won't my password save?
- Which application architecture, platforms and systems are used for DivvyHQ and how often/regularly are they patched?
- What is Divvy's auto logout time set to?
- Is there a role-based structure that is used to authorize access to the application?
- How is the DivvyHQ application implemented, and are connections between various components or tiers secure?
- How is customer data protected (authenticated and encrypted) in transit between the customer’s networks and DivvyHQ’s networks.
- How do you process and store payment/financial information?
- How are user credentials/data stored and protected?
- How are user authorizations/roles configured and maintained?
- How and where is your application hosted?
- Do you perform regular backups?
- Do you have security and training policies in place for DivvyHQ employees?
- DivvyHQ’s Essential Standard Requirements Areas
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Divvy Account & Billing
- Account Settings/Billing Overview
- Where can I view a receipt or invoice of my account's billing history?
- What Does Dedicated Support Specialist Mean for an Enterprise Client?
- Update Billing Information & Payment Method
- My Trial Expired...Can I get back into my DivvyHQ account?
- Multi-Account Access
- Modify / Upgrade Account
- How do I update my credit card information?
- Do you have API documentation?
- Does DivvyHQ have any known incompatibility with certain browsers?
- Closing Your DivvyHQ Account
- Can I pay for a year subscription rather than month to month?
- Account Admins Video Overview
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Divvy Getting Started
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Asset Manager
- Getting Started
- Train Your Teams
- Account Settings
- User Management
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Asset Manager
- Navigating the DAM (Asset Manager)
- Anatomy of an Asset (Asset Manager)
- AI Search (Asset Manager)
- Managing Assets (Asset Manager)
- Uploading Assets (Asset Manager)
- Bulk Import Asset Details (Asset Manager)
- Request For Upload (Asset Manager)
- Request for Download (Asset Manager)
- Collections (Asset Manager)
- Variant, Version, and Related Assets (Asset Manager)
- Embedded Links (Asset Manager)
- Focal Points (Asset Manager)
- Quitclaim Documents (Asset Manager)
- Views to Analyze Your Assets (Asset Manager)
- Duplicates Assistant (Asset Manager)
- Brand Center
- Tracks
- Integrations, Extensions, & Plugins
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Tempo Creative Automation
- Getting Started
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CHILI BackOffice Settings
- CHILI BackOffice Document Folder Structure (Tempo)
- A Preview into the CHILI BackOffice (Tempo)
- Branding the CHILI BackOffice (Tempo)
- Establishing Image Conversion Files (Tempo)
- Establishing PDF Export Settings (Tempo)
- Establishing Publication Outputs (Tempo)
- CHILI Blank Document Templates (Tempo)
- Managing Document Constraints (Tempo)
- Creating a Barcode (Tempo)
- Fonts in CHILI (Tempo)
- Variables
- Actions & Behaviors
- Alternate Layouts
- Data Merge
- Adobe CC & Tempo
- Create and Publish
- General
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What's New
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Workflow Release Notes
- Release Notes - January 13, 2025 (Workflow)
- Release Notes - November 18, 2024 (Workflow)
- Release Notes - November 4, 2024 (Workflow)
- Release Notes - September 23, 2024 (Workflow)
- Release Notes - August 26, 2024 (Workflow)
- Release Notes - August 12, 2024 (Workflow)
- Release Notes - July 29, 2024 (Workflow)
- Release Notes - July 15, 2024 (Workflow)
- Release Notes - July 1, 2024 (Workflow)
- Release Notes - June 17, 2024 (Workflow)
- Release Notes - May 19, 2024 (Workflow)
- Release Notes - May 5, 2024 (Workflow)
- Release Notes - April 15, 2024 (Workflow)
- Release Notes - March 18, 2024 (Workflow)
- Release Notes - February 19, 2024 (Workflow)
- Release Notes - February 5, 2024 (Workflow)
- Release Notes - December 18, 2023 (Workflow)
- Release Notes - December 4, 2023 (Workflow)
- Release Notes - November 20, 2023 (Workflow)
- Release Notes - October 23, 2023 (Workflow)
- Release Notes - October 9, 2023 (Workflow)
- Release Notes - September 11, 2023 (Workflow)
- Release Notes - August 26, 2023 (Workflow)
- Release Notes - July 31, 2023 (Workflow)
- Release Notes - July 3, 2023 (Workflow)
- Release Notes - June 19, 2023 (Workflow)
- Release Notes - June 5, 2023 (Workflow)
- Release Notes - May 1, 2023 (Workflow)
- Release Notes - April 3, 2023 (Workflow)
- Release Notes - March 20, 2023 (Workflow)
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DAM Release Notes
- Release Notes - December 16, 2024 (Asset Manager)
- Release Notes - October 14, 2024 (Asset Manager)
- Release Notes - August 27, 2024 (Asset Manager)
- Release Notes - May 22, 2024 (Asset Manager)
- Release Notes - May 6, 2024 (Asset Manager)
- Release Notes - April 15, 2024 (Asset Manager)
- Release Notes - March 25, 2024 (Asset Manager)
- Release Notes - February 13, 2024 (Asset Manager)
- Release Notes - December 27, 2023 (Asset Manager)
- Release Notes - December 12, 2023 (Asset Manager)
- Release Notes - August 29, 2023 (Asset Manager)
- Release Notes - March 20, 2023 (Asset Manager)
- Release Notes - March 7, 2023 (Asset Manager)
- Release Notes - February 22, 2023 (Asset Manager)
- Release Notes - December 14, 2022 (Asset Manager)
- Release Notes - November 16, 2022 (Asset Manager)
- Release Notes - October 18, 2022 (Asset Manager)
- Release Notes - September 12, 2022 (Asset Manager)
- Release Notes - August 23, 2022 (Asset Manager)
- Release Notes - August 18, 2022 (Asset Manager)
- Release Notes - July 26 2022 (Asset Manager)
- Release Notes - July 2022 (Asset Manager)
- Release Notes - May 2022 (Asset Manager)
- Release Notes - April 2022 (Asset Manager)
- Release Notes - March 2022 (Asset Manager)
- Release Notes - February 2022 (Asset Manager)
- Release Notes - December 2021 (Asset Manager)
- Release Notes - November 2021 (Asset Manager)
- Release Notes - October 2021 (Asset Manager)
- Release Notes - September 2021 (Asset Manager)
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Workflow Release Notes