Comprehensive Workflow Guide for All zipBoard Users: Understanding Roles and Responsibilities

In the fast-paced landscape of project management and collaboration, maintaining clarity and efficiency can be a daunting task, especially when dealing with diverse roles and permissions within an enterprise context. The challenge lies in orchestrating seamless workflows and effective communication.

For Project Managers, Admins, Super Admins

For Collaborators

For Guest Collaborators

For Guest Reviewers

For Clients

For Project Managers, Admins, Super Admins:

This is the workflow video dedicated for project managers.

Step by Step Process	Help Article	Video
Sign up to zipBoard to create an account, and to start reviewing.	Signing up for zipBoard
Once logged in, you will have to create a project.	Creating a Project in zipBoard	Creating a Project
Project managers initiate the workflow by uploading the content they want to collaborate on. This could be design files, documents, or any material relevant to the project.	How to Add and Review Different Types of Content with zipBoard?	Upload a Content
Project Managers can set up phases to track progress. They also need to set up the statuses in a project level or organizational level	What is a Project Phase? How to Add Statuses from Project Level? How to Edit Org Statutes?	Adding Content Phases in zipBoard
Project managers may opt to include additional stakeholders such as team members/collaborators, managers, and clients in the review process.	How to Invite Collaborators to a Project?	How to add collaborators
After uploading content and adding collaborators, project managers can share the project with stakeholders for review. Sharing the project allows reviewers to access the content and provide feedback from their respective locations. Project managers can customize sharing settings to control who has access to the project and what permissions they have.	*Please see this link for the different share link options.	Share your projects
Once feedback starts coming in from collaborators and stakeholders, project managers need to triage and organize it effectively. Triage involves sorting feedback based on its relevance, urgency, and impact on the project. Project managers should prioritize actionable feedback that aligns with project goals and objectives.	How to Track and Prioritize the Feedback from Guest in zipBoard?	Start Receiving Feedback and triage those
After triaging the tasks, you may: Assign tasks Stakeholders Move tasks in different phases Customize your view into table or kanban	Getting Started with zipBoard: A Workflow
Project managers and admins have access to comprehensive project reports for monitoring and analysis purposes. These reports provide insights into the progress, feedback trends, and overall performance of the project.	Auto-Generated Reports Generate Consolidated Reports with zipBoard	*The help articles contain videos already.
8. Once a project is completed or certain stakeholders are no longer required, project managers can remove them from the project.	How to Remove Members from an Organization or Project? If I remove a collaborator from my organization or project, what happens to their tasks and comments?

For Collaborators

We have a dedicated help article in our help center that talks about the workflow of a collaborator - please go here.

This is the workflow video dedicated for collaborators

Step by Step Process	Help Article	Video
You will receive an email to collaborate If you don’t have a zipBoard account, you will need to sign up. If you have an existing account, you will get redirected to the project dashboard.	Getting Started as a Collaborator
Collaborators can initiate the workflow by uploading the content they want to collaborate on. This could be design files, documents, or any material relevant to the project. In most cases, the project managers have uploaded those files already and are ready for review.	How to Add and Review Different Types of Content with zipBoard?	Upload a Content
Collaborators can now start reviewing the files uploaded in the project.	How to Add and Review Different Types of Content with zipBoard?
(Optional) Share files with external stakeholders. Sharing the project allows reviewers to access the content and provide feedback from their respective locations.	*Please see this link for the different share link options.	Share your projects
Once feedback starts coming in from other collaborators and stakeholders, collaborators may also triage and organize it effectively. Triage involves sorting feedback based on its relevance, urgency, and impact on the project.	How to Track and Prioritize the Feedback from Guest in zipBoard?	Start Receiving Feedback and triage those
After triaging the tasks, you may: Assign tasks Stakeholders Move tasks in different phases Customize your view into table or kanban	Getting Started with zipBoard: A Workflow Manage Tasks Better with zipBoard
8. Collaborators have access to comprehensive project reports for monitoring and analysis purposes. These reports provide insights into the progress, feedback trends, and overall performance of the project.	Auto-Generated Report

For Guest Collaborators

Anyone who collaborates on your zipBoard project using the login required share link is referred to as a guest collaborator. Guest collaborators when invited to collaborate, need to signup and then they can review the file they are invited to collaborate on.

Collaborators within zipBoard are individuals invited directly through the platform using the “add collaborator” button. They have full access to the project and its assets, allowing them to contribute feedback, comments, and annotations throughout the review process.

In contrast, guest collaborators have a more limited role. They can only review an asset once a shared link has been granted to them. Unlike collaborators, guest collaborators do not have access to the project interface and cannot interact directly within zipBoard. Instead, they are directed to the specific file being reviewed via the shared link. This ensures that guest collaborators can provide feedback on the relevant content without accessing the broader project environment.

They will receive a link from the project manager. Depending on the permission of the shared link, they will have different views.	*Please see this link for the different share link options.
They will need to sign in, if they have an existing zipBoard account. They will need to sign up, if they don’t have one.	Signing up for zipBoard
Once logged in, they can now start the review process.	How to Add and Review Different Types of Content with zipBoard?
The feedback will be shared to the internal team for review.

For Guest Reviewers

Anyone who reviews your zipBoard project using the no login required share link is referred to as a guest reviewer. Guest reviewers, when invited to review, need not sign up to zipBoard. They can directly review the files they are invited to review. Importantly, guest reviewers do not have access to the project as a whole; rather, they are limited to accessing and providing feedback on the specific file being reviewed.

They will receive a link from the project manager. Depending on the permission of the shared link, they will have different views.	*Please see this link for the different share link options.
Once the file has been accessed, they can now start the review process.	How to Add and Review Different Types of Content with zipBoard?
The feedback will be shared to the internal team for review.

For Clients

We recently built a very detailed client workflow in our help center.

This is the workflow video dedicated for clients.

Comprehensive Workflow Guide for All zipBoard Users: Understanding Roles and Responsibilities

For Project Managers, Admins, Super Admins:

For Collaborators

For Guest Collaborators

For Guest Reviewers

For Clients

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