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How to track the progress of your projects and files
How to track the progress of your projects and files
Updated over a week ago

From your project dashboard, you can see everything that’s happening across your projects and reviewer groups at a glance.

Under each reviewer group, you’ll see status indicators for each of your files and reviewers. Each indicator represents a different reviewer in that group. Here’s what they mean:

  • 🟢 Green means that a reviewer was happy with the file and approved it, or

  • 🟢 Green can also mean that a reviewer was overall happy with the file and only approves it with minor changes

  • 🟠 Orange means the file has some change requests from the reviewer

  • 🔴 Red means that the reviewer rejects the file

  • ⚪ Grey means that the reviewer hasn’t submitted their review decision yet

When you click on any of the status indicators, you’ll see a full breakdown of who those reviewers are and when they submitted their review decisions. This makes it easy to track large volumes of files and reviewers, all in one place.

Updating a file’s review status

Once all your reviewers have submitted their review decisions, you can update the review status using the following options:

  • In review

  • Needs changes

  • Approved

Here are a few examples of how this can be helpful:

  • Pausing feedback while you work on the next version – If you’ve had enough feedback to start working on amends, set the status to “Needs changes”. This makes it clear to your other reviewers that the file is being worked on and feedback is no longer needed on this version.

  • Showing that a file is approved and no further feedback is needed – In some cases, you only really need approval from one person. So once they’ve given the green light, you can change the review status to end the review round for everyone else.

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 set up automations to change review statuses based on your chosen criteria. For example, when all your reviewers approve a file, you can automatically change the review status to approved.

Staying up to date in the notification center

The notification center helps you keep track of what’s happening in your projects.

When you click the notification icon, a sidebar opens. This shows a summary of the latest and most important updates on your projects, all in real time.

Customize your email notification settings

Filestage is designed to replace email feedback, so we put you in full control of how many email notifications you receive.

You can customize your settings for:

  • New reviews

  • Feedback roundups

  • Project activities

  • Mentions

  • Submitted reviews

  • Due dates

And you can also decide if your reviewers should receive project activity notifications.

Downloading review reports to keep an audit trail

Gone are the days of searching old emails and messages to see who said what. With review reports, you can download every comment, discussion, and approval for each file version.

Here’s how you can export a review report in three simple steps:

  1. Open your chosen file version

  2. Hover over the toolbar above the comments

  3. Click the “Export review report” icon

Your report will download as a PDF with all the comments attached. You can then save or print it before archiving your project to keep a record of your approval process.

Or if you’re on our Enterprise plan, you can download full file reports, making it easier than ever to keep a record of your files’ journey to the finish line.

Here’s what’s included:

  • All versions and review steps for your chosen file

  • All comments and replies in comment threads

  • All approvals and change requests

  • Timestamps for comments and review decisions

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