Getting Started
Workflow helps you get clear, high-quality feedback on your design work and run an efficient review process.
As well as feedback, if you are managing many tasks at once, you can also use Workflow as a beautiful task manager that brings together your tasks and creative assets into one organised workflow.
You also have the option of inviting your collaborators to your workflow space - turning Workflow into a creative hub or client portal. Share context, track progress, and let others add design requests.
To get started, this guide will teach you how to get great feedback and you can explore the rest later.
If you haven’t done so yet, first create an account.
Add your work
Open workflow. Click “Add task” or press C to start a new task.
Give the task a title, then click “creative asset” to select the type of work you want to upload.
Here you can add live websites by adding the url, or upload images, videos, PDFs, presentations and many other filetypes. Install the Figma plugin and Photoshop plugin if you would like to sync work directly from these tools.
Share the link
Shareable review links let you to easily share your work for review.
Reviewers do not need to create an account to leave feedback. When they first open your work, they are given a guided tour to show them how to leave feedback.
To share your work, click “Share” in the top right to get the sharable link. Reviewers can then see your work and comment on it.
Get clear feedback
Workflow gives you rich, high quality feedback. Reviewers can leave feedback in three ways:
- On-asset comments
- Voice & screen-recordings
- Sidebar messages
Many teams also discuss the work in Workflow using call software such as Zoom or Microsoft Teams.
Get approval
Ready for sign-off? Turn on approvals to add a button to the interface that allows your reviewer to mark the work as “approved” or “changes requested”.
To do this, open the asset, find the “Details” tab in the sidebar, and click “enable approvals”
Make changes and add the next version
Any changes requested? Go back to your creative tool to implement any requests.
When you’re done, come back to the task in Workflow and add the next version.
This keeps a clear history of all of the versions in one place.
- For live websites, any changes you publish to the site are shown immediately.
- For anything else, upload a new version using the version selector in the top left of the asset
- Or run the Figma or Photoshop plugins.
Reviewers will be notified by email that a new version has been added, and you can also send them the link again.
You can now get feedback, and hopefully approval of this new version of the work.
Bringing it all together
To recap, Workflow helps you get high quality feedback on anything you design.
- Add your work
- Share the link
- Receive feedback or approval
- If changes are requested, make changes and add the new version. Then use workflow to get feedback and approval again.
In the next article, you’ll learn more about Workflow’s feedback tools.
You can also skip learning how to use Workflow as a task manager or client portal.