When you have logged into X1 you either have a empty UI or you will have a default set of workspaces or if an admin has designed a workbench for you you will already have one or more workspaces with predefined column views and maybe also some filters added to the search bar + some default columns sorting.
To the top right you’ll find a profile icon. Click on that icon to see following informations and options:
Menu | Explanation / Hint |
|---|---|
User name User role X1 version | Mouse over user name to display user groups Current installed version |
Reset Workbench | An admin assigned tool that gives the user a default set of workspaces/filters/views/sorting If you reset your workbench all of your selfmade settings/changes will be lost |
Language | Choose another language by pressing the arrow |
Logout | Logs you out of Adpoitn |
List views, Manual update and Filter/Column views/Export menu
Below the profile icon you’ll find these four buttons:
First two gives you the two opportunities available for the views in the user interface:
Next one manual updates the content of the specific workspace:
And last one with the three dots opens the menu for Filters, Views and the opportunity to create an export of ALL results in the current workspace as CSV and/or PDF format:
Context menu
From all orders you can right click and open a context menu:
(Pleae be aware that you might not have all menus preset in your system since they can be configured pr. system)
MENU | EXPLANATION |
|---|---|
Approve | Approves the marked lineitem |
Change artist | A list of all artist configured in your system that you can change to on the lineitem |
Change artist to current | Change the artist to current user logged in to the system |
Change deadlines | Change deadlines on the lineitem on different levels |
Change insertion date | Change insertion date on the marked lineitem |
Change status | Change status from current to another on the marked lineitem |
Change writer to current | Change the writer to current user logged in to the system |
Check in | Uploads all assets+layout documents from the local Adpoint folder back to the lineitem in the system |
Check out | Downloads all assets+layout documents attached to the lineitem to the local Adpoint folder |
Delete | Deletes the chosen lineitem |
Detach | Removes the creative on the current version of the lineitem The detached file can still be found from either the workspace AdTracking → Ad materials and/or Creatives |
Download | Downloads the original creative file on the current version of the order |
Download zipped materials | Downloads xxxxxxxxxxxx? |
Email: | Opens a drawer with different opportunities on how to manuel send an email regarding the chosen lineitem |
Find Matching | Automatically filters on some configurable parameters in the Ad Tracking workspace (works here only) |
Generate report | Opens a drawer with a list of possible configured reports to export |
Initiate | Opens a drawer with different opportunities to mark the chosen lineitem ready for production |
Link parent | Opens a dialogue window where you can type in a lineitem which you want to link as a parent to the chosen lineitem - click here to read more about how Link Parent works |
Move to archive | Moves the marked lineitem to the archive (click here to read on how to search in the archive) |
New note | Opens a drawer where you can add a note (+ set it to public) to the chosen lineitem |