By the end of this guide, you'll know:
- 3 ways to get something reviewed
- which method is best for different situations
- some pro-tips that apply no matter which method you choose
You can create a task for anything in Wdesk, including a review. It's best suited for situations where you need someone to review something—maybe rework some wording or add updated information— while your report is still in progress.
To do this, open the relevant document. Click the Task icon on right side of the editing window, and type your request in the first open field. From there, fill in the relevant fields and click Create when you're finished.
When you click Create, the task assignee will get a notification with a direct link to the content. By clicking the link in the notification, they can make changes directly in the document itself (provided they have the right permissions).
If the document or report is in a more finalized state and you'd like reviewers to make comments (instead of making changes to the actual document), one of the following methods is probably a better option.
Create a Review
Creating a Review from the Review tab is ideal when you have a singular document to be circulated, and you'd like feedback in the form of comments rather than edits to the actual document. It sends a .pdf-like version of the document to whichever reviewers you specify. Reviewers can make comments on this snapshot, but the report itself is locked down.
To begin, go to the Review tab and choose Create New from the dropdown menu. Then follow the steps in the pop-up to finish.
No matter how many teammates you send it to, all comments flow back to the document in real time so you don't need to wait for people to send anything back.
Create and Distribute a Binder
For situations where you need multiple documents reviewed, you'll want to create a Binder. A Binder is similar to a Review, except it allows you to package and organize multiple documents at once.
Reviewers make comments on the documents that all flow back to the Binder in real time. Read the step-by-step instructions for creating a Binder in the Help articles below (specifically, Creating a Binder and Tabs and Adding Content to a Binder).
Pro-tips for any review method
Here are a couple of pro-tips to remember when you're sending something out for review, regardless of which method you use.
- Check permissions — If a teammate doesn't have access to the actual Wdesk document(s), they won't be able to review it.
- Use comment filters — For heavily reviewed documents, comment filters are especially helpful. You can sort by author, status, or date, and combinations thereof.
- Support Binders work a little differently — If you've created a Support Binder by attaching support documents directly to a Wdesk document, there are some different options for review. You can read more about those here.
Check out the following Help articles for more detailed instruction on each topic.