Receiving Client Feedback and Revising Content

When someone requests a change, the status of the content changes from Pending Approval to Revision Requested. You will be promptly notified so that your Client's feedback is addressed quickly.

Tracking Feedback

When changes are requested, the content owner and any followers of the content or workspace will be notified via email and their in-app notifications (🔔). They can click on the email notification or the Content ID # in a notification to edit the content.

If you are not the content creator or content owner but want to stay up to speed, you can also get notifications of activity in any content item by following the content item or the entire workspace.

Using the Activity and Approval trackers

The Activity tracker

In the Activity tracker in each content item, you can see all the activity related to it, from who created the content item to Team Member comments and Client requests.

Only Team Members with access to the workspace can see the Activity tracker.

The Activity tracker shows a time-stamped log of when:

the content was created and who created it
the content is edited and who made the changes
a Team Member comments
a Team Member @mentions another Team Member
a Team Member assigns a task to another Team Member
an Admin assigns a new content owner
the content is sent to approval
a Team Member asks the Client a question
a Client or stakeholder requests changes or approves content
an annotation is made on a file
the content is scheduled
the content is published
there was an error while publishing

Keep track of everything related to a content item in its Activity tracker.

The Approval tracker

In the Approval tracker in each content item, you can see only the activity related to the approval workflow.

Only Team Members with access to the workspace can see the Activity tracker.

The Approval tracker shows:

any approval workflow in process or if an approval workflow is not in place, the people who must approve the content
how many rounds are in the approval workflow
if everyone in the round must approve or anyone in the round can approve before content moves on to the next round
if the round automatically advances to the next round or a Team Member will manually advance the content to the next round of approvals
if the content will be auto-scheduled and auto-published or a Team Member will manually schedule the content for publication after it's approved
who has approved and whose approval is pending

Get info about the approval workflow from the Approval tracker.

Asking the Client a question

When a Client requests changes, you can ask them something if you need further clarification.

In the Approval tracker, type your question below the Client's feedback and click Ask Question.

Ask the Client a question about their feedback from the Approvals tracker.

The content will be sent back to the Client with your question and the status will change to Pending Approval. The Client will be notified and when they reply, the content will come back to you with their answer, and the content's status will go back to Revision Requested.

This is what the Client sees when you ask them a question about their feedback.

Your question and the Client's answer will be logged in the Approval and Activity trackers.

What's next?

For more tips on tracking and managing content, learn about: