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Client Revisions List

Follow every round of client feedback on your project in one list: what's been sent, what's waiting for the client, and what's approved. Clients never see the list, even on a page you've sent them.

Adding A Client Revisions List​

  1. Click on the project page where you want the Client Revisions List to be added, and type / to open the element menu
  2. Search for Client Revisions List
  3. Select it to add it to the page

The List​

Each revision shows its Status, Title, Client, Created and Due dates, and the Notes you wrote to your client. Click a column's title to sort by it. The due date turns red once it's passed while you're still waiting for the client's feedback. Click a revision to open it on the client revisions page, in a new tab.

The statuses are:

  • Draft: Not sent to the client yet
  • Sent for Review: Sent to the client, waiting for their feedback
  • Client Feedback Received: The client has sent their feedback
  • Approved: The client has approved it

Right-click a revision and select Send to Client to send a draft, or Delete client revision to delete it.

Sending A New Client Revision​

  1. Hover + and select New Client Revision
  2. If your project has more than one page, select the page to send and click Continue
  3. Add the details in Share with Client and click Send to Client. See Client Revisions

Using A Client Revisions List As A Data Source​

Connect the whole list to a To Do List or a To Do Kanban to get a task for each revision, or add a revision to a task in a Content Calendar or Timeline. A Table can show the revisions too. Hover + on the list and select Copy connection ID to find it quickly in their list. They update when the list changes.

Keyboard Shortcuts​

These shortcuts work when the Client Revisions List is selected:

ActionShortcut
New client revisionN

Tips​

  • Add it to your project's overview page, to see where every revision stands at a glance
  • Sort by Due to see what the client should answer next, and what's overdue

See Client Revisions for how rounds of revisions work.