Getting Started

What Reviewers See

We know many reviewers are not very tech savvy and most don't want to sign up to a new tool. Workflow has this covered, with a simple interface that anyone can use, a short guided tour for first-time users, and the ability for reviewers to leave comments without an account

Simple interface

Most collaborative creative tools are power-tools designed for creatives first, and reviewers second. This leaves many reviewers confused and needing help to use the tool.

Workflow's interface is designed to focus all of the attention on one piece of creative work, and give your reviews a simple, limited set of controls for navigating the work and leaving feedback.

Guided tour

When your reviewer first opens the app, a short guided tour will show them the following:

  1. Click anywhere on the canvas to leave a comment

  2. Use the record screen button to leave voice and screen recorded feedback

  3. Use the version menu to view previous versions

This is simple, easy and we've found very effective for getting anyone using Workflow.

No account needed

When you share a task using the Anyone can view and comment option, reviewers can open the link and leave comments without creating a Workflow account or providing their email.

Share modal showing Anyone can view and comment option with Even without an account hint

To enable this:

  1. Open the task you want to share

  2. Click Share in the toolbar

  3. Select Anyone can view and comment — the option notes that reviewers can access even without an account

  4. Copy and send the link to your reviewers

When reviewers open the link, they see a focused view of your work with a simple comment sidebar. They can click anywhere on the canvas to leave feedback or use the message composer in the sidebar.

Reviewer view showing comment sidebar with Leave a message placeholder

Notifications

Reviewers who comment via share links (without providing an email) won't receive email notifications. For projects where you want reviewers to get updates, consider inviting them as guests instead.

Guests and reviewers who provide contact information will receive an email when:

  • You reply to one of their comments

  • You add a sidebar message or screen recording

  • You upload a new version of the work

If multiple notifications occur within a short time, they're batched into a single email to prevent inbox overload.

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