In this chapter, we'll cover:
Creating your first project
Uploading files and organizing them into sections
Adding review steps to create an approval workflow
Starting your review process
1. Creating your first project
Go to the projects tab in Filestage, then click “Create project” in the top-left corner.
A box will appear with a few options:
Name – choose a name for your project
Folder – choose the folder where your project should be added
Template – skip this one for now, we’ll talk about project templates in another guide
💡Top tip: Use folders for clients, departments, or business units to keep projects organized.
And just like that, you’ve created your first project. Now it’s time to add some content!
2. Uploading files and organizing them into sections
Congratulations, your project is now up and running! With the project dashboard, you can easily organize and manage all your project files in one place.
Filestage supports all the most popular file types, including:
Documents – PDF, DOCX, PPTX
Videos – MOV, MP4, AVI
Images – JPG, PNG, PSD
Audio – MP3, AAC, WAV
Live websites – HTTPS sites
HTML content – ZIP files
On the right, you can set up a workflow with review steps for each stakeholder group. This gives your team a clear route to approval and project completion. (We’ll dive into review steps in more detail in the next lesson.)
And on the left, you can add your files. There’s absolutely no limit to how many files you can upload to your projects – which is where sections come in.
Organizing your files into sections
When you’re working with lots of different files, it can be helpful to organize them into sections. These appear as labels above your files and can be expanded or collapsed to help you focus.
By default, your project will include a section called “All files”. But you can rename this and create new ones to suit your needs.
Here are a few ideas for how you can use sections:
File types – e.g. Videos, Designs, Copy
Marketing channels – e.g. Social, Print, TV
Project stages – e.g. Briefs, Concepts, Assets
Our section limits range from three on our Free plan to unlimited for Enterprise users. And these can be totally customized for each project.
3. Adding review steps to create an approval workflow
Review steps appear as columns in your project dashboard. Each one represents a different group of stakeholders in your approval workflow.
When you create a project, “Review Step 1” will be there by default. You can then rename it and add extra review steps to suit your needs – and these can be different for every project.
Here are a few examples for different use cases:
Advertising agency – Internal and External (two steps)
In-house marketing team – Marketing, Brand, Legal (three steps)
Packaging agency – Design, Product, Translation, Compliance (four steps)
The big benefit of review steps is that it keeps feedback organized among different types of stakeholders. So instead of lawyers tripping over creative feedback and vice versa, your workflow runs like a well-oiled machine.
Once you’ve created your review steps, click the “+” icon to invite reviewers to each step. It’s also a good idea to add a personal message, so they know who’s inviting them and why. Then you’re all set to start reviewing your content.
💡Top tip: You can also invite reviewers by copy and pasting the review link into an email or chat message.
And if you’re feeling confused about the difference between reviewers and collaborators, don’t worry – the next chapter has you covered.
4. Starting your review process
You’ve uploaded your files, organized them into sections, and set up your review steps. Now you’re ready to kick off your review process.
The goal here is to pass your files from one review step to the next, collecting feedback and approval as you go. But you can also run review steps in parallel to make more improvements in less time.
💡Top tip: When you upload your files, you can choose which review steps you want to share them with. The first step is selected by default, but you can uncheck this or select multiple steps if you wish.
Tracking approvals and change requests
From your project dashboard, you can see everything that’s happening across your review steps at a glance.
Under each review step, you’ll see status indicators for each of your reviewers. Here’s what they mean:
Green – Approved
Orange – Requested changes
Gray – Awaiting review
Updating your review status
Once you've received feedback from your reviewers, you can manually update the review status using the following options:
This gives you and your team a high-level overview of what state your files are in, so you can prioritize what you need to work on next.
💡Top tip: You can customize your settings based on the review status of your files. This includes disabling comments when files are marked as "Needs changes", or only allowing downloads when files are "Approved".
⏭️ Ready to learn about managing team members and reviewers? Head to Chapter 2 →