Navigation

The Navigation panel is the main highway for accessing all of the areas of mediaOS you’ll need! Each icon is detailed below.

• New — Provides quick access to general shortcuts. Here you can quickly create new accounts, send new emails, create tasks, etc.
• Search — This is our global search bar. You can search by company name, contract numbers, invoice numbers, contacts, emails and phone numbers. This will also search for help articles and reports. Simply type in what you’re looking for and click enter. The search function is also connected to the MediaOS Knowledge Base, so you can use it to search for helpful tips, written guides and recorded tutorials.
• Today — This tab is your notification center. You’ll be able to see any automations that might have come in and any notifications (contracts signed, team discussions you’ve been tagged in, etc.). This also includes a content calendar on the right-hand side to show anything that’s scheduled within mediaOS.
  • Within the Today tab, you can also select Email at the top, left-hand corner. It functions just like it would inside your actual email.
  • The Tasks tab is where you can pull in all your various tasks and see what they are related to. Sub tasks can also be added and viewed from here.
  • The Calendar tab is where you can integrate your calendar with mediaOS. You’ll not only be able to see anything you might have going on that day; you can also see when items are running. You can also search specifically by products, product types, and you can even pull in your issues “sell by,” “print,” and “issue” dates. So it’s not only a personal calendar but a production calendar as well.
• Accounts — This tab is where you will see all accounts, agencies, contacts, lists, and various campaigns.
  • By clicking the magnifying glass tab, you can use filters to search and save those filters for future searches.
  • Users can sort by most columns (owned by, alphabetically by account name, etc.).
  • Clicking the Grid icon will allow you to decide which columns are visible or hidden.
  • Hovering over an account name will show account information, contacts, and lists. It will also allow the user to leave a note, create a task, and schedule a follow up.
  • Click View on the right-hand side of the list to view all account information.
    • The Edit button in the top, right-hand corner will allow you to edit the primary information that appears in the middle. Additionally, you can add in parent accounts, put a description of the account, add in other accounting emails, put a sales lock on the account, set a credit limit, and add in emails for artwork reminders.
    • In the top left-hand corner (under the account name) is where you can log phone calls, emails, calendar events, follow ups, notes, and tasks.
    • The middle section is the activity feed. This will show you the past nine months of activity on an account automatically. If you need to search for their ad or looking for a specific type of activity, click on the search bar.
      • To the right of the Activity tab, you’ll find tabs for Contracts, Accounting, Files, Ads, Content (sponsored), Branding (guide for designing ads), Spend, and Stats.
    • On the right-hand side, you’ll see all the account’s contacts, any agencies they are connected to, and any lists they are a part of.
    • Portal Links are generated links that are specific to this account. For instance, if you select the Open Invoices link, it will generate a link so the client can see all their open invoices. Other links include Checkout, Branding Guide, Missing, Artwork, etc. Links expire in 30 days.
  • The Options button at the top, right within an account is where you can merge accounts if you need to, transfer ownership to another person, or create a new deal/opportunity.
• Sales — This tab is where you will find contracts, proposals, sales goals, available inventory, target accounts, forecasting, and deals.
  • Inventory will show you quantity, quantity remaining, pages, and timeframe for all issue-based products. You can filter by year or month. Expo space can also be tracked
• Delivery — This tab provides access to all line items, ad requests, content, flat plans, and studio services
  • Ad Server allows you to serve and track ads on WordPress sites or newsletters.
  • Social provides a social media calendar to keep track of all posts.
  • Distributions displays distribution numbers for magazines.
• Automation — Allows you to set up automated workflows and set up pipelines.
  • Only Administrators have access to the automation tab.
  • The Accounting tab, found at the top of this section, allows you to set up invoicing automation and past due reminder rules.
  • The Delivery tab allows you to send automated reminders to clients for artwork collection.
• Projects — Allows you to set up projects, with multiple tasks dependent on each other. Great for ensuring no step is missed for complex projects.
• Reports — Provides all reports available in mediaOS.
• Products — Shows all products, unit sizes, and rates within your account. Administrators have the ability to create new products and edit existing ones.
• Support — Need some help? The support tab provides access to mediaOS’ knowledge base.
  • Designated support users can start live chats with our help desk, submit tickets, or schedule support calls.
  • Live Training displays all upcoming live training mediaOS will be hosting in the future and allows you to register for any course of interest.