Reviews Overview
Reviews Overview
The Reviews module adds formal approval workflows and visual feedback annotations to your projects. Get client sign-off on deliverables and collect precise feedback with pin-based comments on files and URLs.
What is Reviews?
The Reviews module includes two main features:
Approvals
Formal approval workflow for project deliverables. You request approval from a client or stakeholder; they can approve, reject, or request changes. Project status reflects the approval state (e.g. pending approval, approved, pending revision).
Annotations
Visual feedback pins on project files (images, PDFs) or URLs. Place a pin at a specific location, add threaded comments, assign to a team member, and track status (open, resolved, snoozed). Internal-only annotations are visible only to your team.
Key Concepts
Approval Types
- Deliverable – Approval for a specific deliverable
- Milestone – Approval at a project milestone
- Final – Final approval marking project completion
Approval Status
- Pending – Awaiting client response
- Approved – Client approved
- Rejected – Client rejected
- Changes Requested – Client requested revisions
Revision Requests
When a client requests changes, you create revision requests (title, description, assignee, due date). Team members complete the revisions, then you can resubmit for approval.
Annotations
- Target – A project file (image/PDF) or URL
- Position – Pin position as a percentage (0–100) so it stays correct when the preview is scaled
- Status – Open, Resolved, or Snoozed
- Internal – Internal-only annotations are hidden from clients
Getting Started
- Ensure the Reviews module is active for your plan (Professional or Business, or as an add-on).
- Go to a Project and open the Reviews tab or section.
- To request approval, click Request Approval and choose the type (deliverable, milestone, or final).
- To add annotations, open a project file or URL preview and click to place pins.
Related Articles
Updated on: 10/03/2026
Thank you!