Introducing the project dashboard
The project dashboard gives you a clearer view of your whole project. Instead of dragging files from one reviewer group to the next, you can run reviews in parallel. And with new status indicators for In review, Needs changes, and Approved, staying up to date has never been easier.
Choose which reviews to start when uploading files
To upload a file, go to your project and click Upload file. You can then choose which reviewer groups you want to start the review in.
The uploaded files will appear under the Upload file button on the left side of the reviewer groups. And you'll also see an In review status indicator for all the reviews you started.
Start a review after uploading your files
To start a review in a specific reviewer group, click Start review. This will send an email notification to your reviewers, and they'll also see it in their notification center.
Opening a review
To open a review, hover over the review you want to open, then click on it.
Review statuses and what they mean
The new project dashboard introduces three different review statuses that can be changed any time during the review:
The latest version of the file is under review and the reviewers can enter comments, approve, or request changes.
The latest version of this file has been reviewed, and the reviewers have requested changes. Please note that the download files and commenting is disabled by default in the reviewer settings.
The latest version of the file has been marked as approved. If the review status of all started reviews are marked as approved, the whole file will be highlighted as green on your dashboard.
Commenting is disabled by default in the reviewer settings.
To learn more about the reviewer settings, please check this article: Manage reviewer permissions
Managing file versions
To upload a new version, click on the upload a new version button under the file name.
You can then choose which reviewer groups you want to start the review in.
Please note that you can start the review in multiple reviewer groups at a time, but the version number will be the same in all reviewer groups.
The current version number is displayed on the right side of the file.
To see previous versions, click on the version number and all previous versions will be displayed.
Organize files with sections
You can create sections to keep your files organized and make projects even easier to navigate.
To add sections to your projects:
After creating the sections, you can upload files directly to the respective section.
To move files between sections:
To move entire sections:
Depending on your plan, you have a different amount of reviewer groups in each project. If you'd like to add more sections, please reach out on chat or email us at firstname.lastname@example.org.
💡What´s next? After understanding our project dashboard, understand the billing adjustment after you change your subscription.
Let us know if you have any questions by reaching out to us on chat or emailing us at email@example.com. We're always happy to help!