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LYTHO GUIDE

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 * Home
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   * Getting Started
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     * Archiving
     * Lytho + Zapier
     * Storage Integrations
     * Lytho Workflow Capabilities for Stakeholder Users
     * Stakeholder Tips & Tricks
     * Workflow Business and Enterprise
       * Ensure a Successful Onboarding
       * Configure Your Account
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       *  Update Your Request Forms
       * Train Your Teams!
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       * Onboard to Lytho Workflow Starter
   * Requests
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     * Editing Campaign Details
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     * Deleting a Campaign
   * Projects
     * Creating a Project
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     * Collaboration
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   * Tasks
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     * Converting a Task to a Proof
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     * Converting a Task to a Proof
     * Versioning a Review
     * Review Assets
     * Review Routes
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     * Review Sharing & Collaboration
     * Secure Review Submission
     * File Preparation Guidelines
     * Moving a Proof to a Project
     * Managing Proof Files
     * Time Tracking
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   * Get Organized
     * Creating Custom Views
     * List Views
     * Table Views
     * Kanban Views
     * Custom Views for Stakeholder Users
   * Review + Approval
     * An Introduction to Review + Approval
     * Quick Start Guide: Submitting a Review
     * Reviewing a Media Asset
     * Reviewing a Web Page
     * Collaborating During a Review
     * Proof Versioning
     * Proof Printing
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     * Lytho Review App for iOS and Android
   * Reporting
     * An Introduction to Reporting
     * Reporting Reference Guide
     * Campaigns, Projects, Tasks, Proofs, & All Work Report
     * Requests Report
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     * Time Report
     * Answering Key Business Questions using Reporting
   * Time Tracking
     * Getting Started With Time Tracking
     * Time Entries
     * Timers
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   * Form Templates
     * An Introduction to Form Template Builder
     * Form Examples and When to Use Them
     * Managing Requesters
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     * Editing Standard Fields
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     * Form Builder Comparison
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     * About the Lytho Workflow Data Warehouse
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     * Best Practices for Deactivating Team Members
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   * Adobe CC Extension
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   * FAQs
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     * Single Sign-on
   * Release Notes
     * Release Notes - September 11, 2023
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     * Release Notes 1.20.0
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 * Best Practices
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 * DAM
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   * Asset Manager
     * Navigating The Asset Manager
     * Anatomy of an Asset
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   * Create and Publish
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     * Identifying Templates
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     * Brand Center Overview
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   * Tempo
     * Getting Started in Tempo
       * How work moves through Tempo
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       * InDesign checklist for importing into CHILI BackOffice
     * Adobe Extensions for Tempo
       * CHILI Publish Adobe Extensions
       * Preflight Warnings & Errors
     * CHILI BackOffice
       * CHILI BackOffice Document Folder Structure
     * Definitions
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       * Blank Document Templates
       * Fonts
       * Managing Document Constraints
       * Object Alignment
       * Outputs
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     * Video Tutorials 🎥
       * The Stakeholder Experience 🎥
       * A Preview into the BackOffice 🎥
       * Branding the Back Office 🎥
       * Creating a Text Variable 🎥
       * Creating Editable Inline Text Fields 🎥
       * Creating an Image Variable 🎥
       * Establishing Image Conversion Files 🎥
       * Establishing PDF Export Settings 🎥
       * Creating a QR Code Variable 🎥
   * Release Notes
     * Release Notes - March 2023
     * Release Notes - February 2023
     * Release Notes - December 14 2022
     * Release Notes - November 16 2022
     * Release Notes - October 18 2022
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     * Release Notes - August 18 2022
     * Release Notes - July 26 2022
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     * Release Notes - December 2021
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     * Release Notes - June 2020
     * Release Notes - May 2020


 * Home
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GETTING STARTED

explore


WORKFLOW BUSINESS AND ENTERPRISE

Is your team on our Business or Enterprise plan? Use this guide to get started!


WORKFLOW STARTER

Is your team on the Starter plan? Use this guide to get started!



ARTICLES

Software Requirements
Find the minimum system requirements to run Lytho Workflow.
Customize Your Personal Settings
Learn how to customize your personal profile, avatar and notification settings.
Notifications
Certain events related to requests, projects, tasks, proofs, and reviews will
trigger in-app and email notifications to keep your teams informed of important
collaboration and activity.
Global Search
Search the system, filter by tags, or list by pertinent fields to view your
request, work, and review information the way you want.
Calendar Views
Calendars allows you to view and create custom views of your work in a calendar
format. Leverage filters to easily view the information important to you. 
Viewing Work in Calendar View Navigate to Calendars by clicking on the calendar
icon ...
Custom Views
Learn how to create more empowering table views of Projects, Tasks, Proofs, and
Requests.
Managing Files
Upload and manage files within tasks, proofs, campaigns, and projects.  Adding
Files Associate file(s) with each task, proof, project, or campaign for ease of
use and team collaboration. When adding files into your Workflow, consider
wher...
Archiving
Archiving is a best practice for any workflow. Archiving allows you to keep your
views organized with relevant projects, work items, and requests, while still
having a record of past work to reference. Additionally, archiving is reversible
so you do...
Lytho + Zapier
Zapier connects Lytho with thousands of popular apps, providing you with a
flexible suite of integration— no coding skills required! Leverage our library
of actions and triggers to save time setting up repetitive tasks, managing PTO,
and ensu...
Storage Integrations
Streamline your file management process by connecting Lytho Workflow to Box,
Dropbox, and Google Drive.
Lytho Workflow Capabilities for Stakeholder Users
A Stakeholder is a user type in Lytho Workflow that can be given permissions to
request work, review work, receive final deliverable files, and collaborate on
requests and reviews. Lytho Workflow keeps a history of all requests, files, and
reviews s...
Stakeholder Tips & Tricks
Review + Approval Reviews Include Returned Toggle Toggle the Include Returned
off and your Returned reviews will be hidden on the My Reviews page. This can be
helpful when you have a lot of returned reviews and would only like to see your
...
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