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 |
| 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 |
| 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 |
| 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 |
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