Getting Started as a Collaborator
Since zipBoard allows you to add multiple collaborators to a project, we would like to take you through how to get started as a collaborator when you are added by the owner of any project.
After you are added as a collaborator by the owner or manager of a specific project, you need to follow these simple steps to get started:
What can collaborators do in zipBoard?
- Access shared projects
- Upload and review content
- Share files externally
- Provide and triage feedback
- Assign tasks and track progress
- View project reports
Step-by-Step Process for Collaborators
| Step | Description | Help Article | Video |
|---|---|---|---|
| 1. Join the Project | You’ll receive an email invitation to collaborate. • If you don’t have a zipBoard account, sign up. • If you already have an account, you’ll be redirected to the project dashboard. | Getting Started as a Collaborator | – |
| 2. Upload Content (if applicable) | Collaborators can upload relevant files such as designs, PDFs, or documents. Note: Files are usually uploaded by the Project Manager. | How to Add and Review Content | Watch Video |
| 3. Start Reviewing | Begin reviewing uploaded content by adding comments or annotations. | How to Add and Review Content | – |
| 4. Share with External Reviewers (Optional) | Share the content with external stakeholders to collect feedback. | Share Link Settings | Watch Video |
| 5. Triage Feedback | Sort feedback by relevance, priority, or status to streamline action items. | Track and Prioritize Feedback | Watch Video |
| 6. Manage Tasks | After triaging, you can: • Assign tasks • Move tasks across workflow phases • Switch views (table or kanban) | Getting Started with a WorkflowManage Tasks Better | – |
| 7. View Project Reports | Access auto-generated reports to monitor feedback trends, progress, and team productivity. | Auto-Generated Reports | – |
Need More Help?
- Check out our latest updates on the zipBoard Blog.
- Want a hands-on experience? Request a Demo and explore how zipBoard can streamline your workflows.
- Or start your 14-day Free Trial!