This release simplifies People management terminology and adds more flexibility to Checklists, giving administrators easier access to editing and resetting checklists in the Proof Viewer.
Adding clarity to Ziflow’s “People” tab: Users and Guests
With this release, we’re introducing small but important changes to bring greater clarity to how people are represented in Ziflow, making it easier for Admins to manage access. Technically, there are only two types of access in Ziflow: Users (in their various roles) and Guests. As such, the concept of a “Contact” no longer applies within the platform.
To reflect this, we’ve updated labels in the People tab:
- “All contacts” is now “Everyone”, mirroring how “Everything” in the Dashboard reveals every proof in your account.
- “Add a contact” is now “Add a guest.”
Finally, new tooltips and definitions further clarify the distinction:
- Users are people who can log in to Ziflow.
- Guests are people who cannot log in.
These updates simplify user management and align terminology with how Ziflow actually handles access, reducing confusion for Admins and teams.
To learn more, see People Management.
"Decision checklists" renamed to "Decision reasons"
With our recent release of Ziflow’s Checklists in public preview, we introduced a powerful new feature for standardizing the creative review process. However, Ziflow already featured a setting called “Decision checklists”, which let Admins create customizable options for reviewers to select in the decision dropdown to provide rationale for their approval or rejection.
To eliminate this overlap and reduce confusion, we’re renaming that existing feature. From now on, “Decision checklists” will be called “Decision reasons”. You’ll see the updated terminology reflected throughout the platform, in dropdown menus, tooltips, Help Center documentation, and related references.
To learn more, see Manage decision settings.
Updates to Checklists: Admins can edit and refresh a Checklist template directly from Proof Viewer
Ziflow’s all-new Checklists feature—now in public preview—just became even more flexible. With this release, Admins can now both edit and refresh Checklist templates directly from Proof Viewer, making it easier to adjust or apply updated review criteria without disrupting workflows.
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Edit a Checklist template: A new “pen” icon at the top of a Checklist in Proof Viewer allows Admins to open that Checklist template in the Admin Settings screen in a new tab. From there, they can make immediate changes to the template. If the original template has been deleted, the tab will open to the list of templates with a message that indicates that this template no longer exists.
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Refresh a Checklist template: A new “Reset to newest version” button lets Admins instantly swap the current Checklist with the latest version of the template. This ensures active proofs reflect the most up-to-date review criteria. Note that refreshing a Checklist clears all existing results on that proof. If a template has been disabled or deleted, a message will indicate as much.
These updates give Admins more control and flexibility over Checklists, helping teams adapt quickly when review standards evolve mid-project. Whether you need to make a small tweak to a template or apply updated criteria across active proofs, Admins can now do it directly from Proof Viewer without slowing down reviews.
To learn more, see Create and edit checklists.
Create a new Checklist template from the “+” menu in the left navigation bar
We’ve made it even faster for Admins to create new Checklist templates during our public preview period. With this release, “Checklist template” now appears as an option under the “Create new” menu, accessible by clicking the “+” button at the bottom of the left-hand navigation bar.
Clicking this option will immediately launch the Checklist template creation flow, eliminating the need to navigate through Admin settings or the template list first.
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