Hey there, Kickbiter! We've got a newfeature called Worksets that'll make your life easier. Say goodbye to manual configuration hassles when customizing your Marketing Channels and Paid Ads view.
Overview
Worksets are your secret weapon for streamlining your Kickbite experience. They let you save and access your customizations with a snap.
Use Cases
Save Time. No more tedious manual reconfigurations. Stay Consistent. Keep your view always just how you like it. Boost Efficiency. Quickly switch customizations for different tasks.
Getting Started
To get rolling with Worksets, make sure you're in the marketing channels or Paid ADs view and have your customizations set up. That's it!
Step-by-Step Guide
Step 1. Save a Workset
Select "Save as New Workset".
Name your Workset (up to 50 characters).
Choose "Autosave changes while leaving the view" if you want.
Click "Create", and you'll get an alert saying it's done.
Click "Worksets".
Step 2. Access a Saved Workset
Click "Worksets".
Pick your saved workspace.
It loads your customizations.
Step 3. Edit and Save Changes
Made some changes and want to save them? Here's how:
Click "Worksets".
Hit "Save changes {workset name}" (the name of your workspace).
Your new customizations are saved.
Step 4. Revert to a Saved Workset
Changed something but want to go back? No problem:
Click "Worksets".
Hit "Reset {workset name}" (your workspace's name).
It reloads your initial customizations.
Step 5. Edit Workset Name
To change the name or activate/deactivate auto-saving function:
Click "Worksets".
Go to "Manage Worksets".
Click the "Pen" icon next to the Workset.
Edit and save.
Step 6. Delete Worksets
Need to remove one? Simple:
Click "Worksets".
Go to "Manage Worksets".
Hit the "Trash" icon on the Workset.
Confirm by clicking "Yes, Delete".
☝️ You can't delete an active workset; the "Delete" icon is hidden.