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User-Specific Sheet View Settings
User-Specific Sheet View Settings

Explore user-specific Sheet View settings that could support your day-to-day workflow

Micaela Abreu Caesar avatar
Written by Micaela Abreu Caesar
Updated today

Personalize Your Sheet View

Customize your Mediatool experience to better fit your workflow by adjusting various settings in the Sheet View. You can access these settings by clicking on the settings icon in the Sheet View.

Here’s a detailed look at what you can personalize:

Show/Hide Fields

  • Hide Non-Required Fields: Tailor your view by hiding non-essential fields. Simply access the Sheet View settings menu and uncheck the fields you don't want to display.

  • Required Fields: These critical fields cannot be hidden and are shown in grey to maintain essential information.

  • Field Selection by Media Type: Specify which fields to hide for each Media Type. These adjustments will apply consistently across all plans within the same organization.

  • Field Summary: A summary of the total number of hidden fields will be displayed next to the Create Order and Export Data buttons, ensuring you're always aware of any hidden information.

Date Options

  • Customize Date Display: Enhance your date tracking by adding Month, Date, or Day of the Week indicators to the Start and End Date fields.

Duration

  • Show Duration: Activate this feature to display the total number of days each planned row spans. It automatically calculates the duration based on the specified start and end dates. Note that this column is fixed next to the End Date column and cannot be moved or exported; it is solely available within your sheet view.

  • Include End Dates: Enable this option to ensure the last day of the planned period is included in your scheduling.

Fixed Left Columns

  • Freeze Columns: Keep important information in view by fixing up to the first 10 columns in the Sheet View, allowing for seamless horizontal scrolling.

Creative

  • Show Creative Material: Display creative material and/or thumbnails directly within the Sheet View for easy reference.

  • Upload Files: Add files connected to individual media activities (line items) directly from the Sheet View.

  • Automatic Display: Files uploaded in the Delivery Plan section will automatically appear in the Sheet View when showing creative material.

Unique Tracking Identifier (UTI)

  • Display UTI Codes: Show Unique Tracking Identifier (UTI) codes in a dedicated column within the Sheet View for quick identification and tracking.

Resize Column Widths

  • Adjust Columns: Resize any particular row or column to better fit your view. Note that resizing does not save after you navigate away from the page, so adjustments need to be made each session.


Get Support

Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.

Learn More

Not a Mediatool user but interested in learning more? Book a demo with the Mediatool team today and start being more productive with your marketing.

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