Workflow for Clients
Clients in the context of zipBoard are those external stakeholders responsible for content review and approval.
After you are added as a client by the owner or manager of a specific project, you need to follow these simple steps to get started.
If you were invited via email:
- You will receive a personalized invitation to collaborate in the email address that will also contain a quick tutorial on how to use zipBoard.
- Click on the open (project name) button on the invitation email that will redirect you to the projects’ dashboard.
- If you are new, you will get redirected to the log in page. You need to sign up to be able to access the project.
- Once you are done, you will now see the project.
If shared via link, you still have to follow steps 3 and 4.
The initial process has been done, now let’s go through each section under the project you are invited to collaborate:
- When the commenting and reviewing process for the digital asset is completed, you will receive the file for your review
- Click on the open (file name) button on the invitation email that will redirect you to the file dashboard.
Click on the file, and start reviewing.
For a comprehensive guide on how to review an asset, please follow this link.
To know what are the different tools in zipBoard, you may go here.
Collaborating with the Internal Team:
- Once you've submitted your feedback, the internal team will receive it for triaging. They will assess your comments and take appropriate actions to address them.
- As the internal team progresses with implementing changes based on your feedback, you'll receive notifications and updates regarding the status of your suggestions.
Approving Comments as Tasks:
- In addition to providing feedback, you have the ability to approve comments made by the internal team. When you believe a comment warrants further action or requires implementation as a task, you can mark it as approved.
- By approving comments, you signal to the internal team that specific feedback should be translated into actionable tasks to enhance the project.
Please follow this link to guide on how to approve those comments.
This review process is iterative in nature, ensuring that each step is meticulously executed to achieve the desired outcome. Initially, you will review and approve the digital assets, after which the internal team will implement the necessary changes. Subsequently, you will review the revised content and provide further approval. If the changes meet your requirements and standards, the product can proceed to launch. However, if further adjustments are needed, the process loops back to reviewing and editing until the desired outcome is achieved