In the Sheet View you can create predefined view settings – presets – that decide which columns are visible and how certain fields are displayed. This helps streamline data entry by hiding fields that aren't relevant for the situation you're working in.
The configuration flow is the same for everyone. The difference comes at the Create Preset step:
All users can create a preset for themselves. It's private and only affects your own view.
Admins can additionally make a preset available to others – as a Public preset, the default for all users, or a team default – providing a standardized framework across the organization. Users can still create their own private presets on top.
⚠ Admin access is required to share a preset with other users or to set team / organization defaults.
How to Create and Save a Preset
To create and manage Sheet View presets, follow these steps:
Accessing the Settings:
Navigate to the Sheet View of any plan. Note: Ensure that all the required media types are displayed.
Click on the settings cog wheel to begin creating a new preset.
Modifying Settings:
Select "Modify Settings." Adjust the following global parameters that apply to all media types:
Dates: Choose whether to display months, weeks, and days next to the dates in the Sheet View.
Duration: Enable this option to show the number of days a planned entry lasts. Note: Duration is only available in the Sheet View and cannot be exported or used in reports.
Creatives: Enable this to add a column for uploading creatives and displaying thumbnails.
ID (UTI codes): Decide whether to display these identifiers.
Approval Steps: Add this column to view the approval stage for each row.
Configure Fields:
Under "Show Fields," select which fields should be visible or hidden for the specific media type you're setting up (e.g., paid social). To hide a field, simply untick it.
Note that required fields cannot be hidden.
Create the Preset:
After configuring all necessary fields, click "Create Preset."
Provide a descriptive name for the preset to make it easily identifiable.
Set Permissions and Defaults (admin only):
Assign the preset as "Public" to ensure everyone can view it, with editing permissions for Admins and editors.
Optionally, enable the toggle to make this the default preset for all users.
If applicable, apply this preset as a team default.
Non-admin users will save the preset for their own use; the Public, default, and team default options will not be available.
Repeat for Other Media Types:
Navigate to the next media type (e.g., TV).
Choose the previously saved preset by name.
Click on the three dots and select "Edit."
Adjust fields specific to the new media type and save.
Repeat this process for each media type.
By following these steps, you can ensure consistent and streamlined Sheet View presets — for yourself or, as an admin, across your organization.