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Reviews & approvals

Share a specific version of a page, collect feedback, and require approval before it reaches production.

Where to find it

  1. Project overview
  2. Project areas
  3. Reviews

In this guide

A review link tied to the intended staging page and an approval process your team can follow.

Before you start: Publish a complete staging release first. You need review-management access; reviewers need the appropriate access to participate.

On this page

Create a review link

A review is attached to a specific page from a completed staging release. Your ongoing editor changes do not silently change what has been reviewed.

Create a review for one exact staging page.
  1. 1Staging release page. Choose the exact released page to review.
  2. 2Review label. Use a name your team will recognize.
  3. 3Create the link. Copy the generated link before leaving.

Create a review for one exact staging page.

  1. 1

    Open the review center

    On All projects, open the project’s three-dot menu and choose Overview, then Reviews from Project areas.

  2. 2

    Select the page and release

    Under Create immutable review, choose the intended Staging release page. Check its page name, path, and release date. If the list is empty, complete a staging publish first.

  3. 3

    Label and create the review

    Enter a useful Label, choose the Reviewers, and select Create review link.

  4. 4

    Copy the share link

    Use Copy review link when the new link is shown. Keep the link so you can share it with the intended reviewers.

    You should see: The review appears under Review links and revisions, attached to the selected staging page.

Work through feedback

Use the review’s threads and decisions to track feedback against the version people actually saw.

  1. 1

    Collect actionable comments

    Ask reviewers to identify the page element, describe the issue, and explain the desired result.

  2. 2

    Make changes in the editor

    Resolve the design or content issue, then publish a new staging release for the updated page.

  3. 3

    Update the review candidate

    Use the review revision controls to supersede the candidate with the new staging page. The shared URL can stay the same, while previous feedback remains attached to its earlier revision.

  4. 4

    Request a decision on the current revision

    Check the current threads and decisions. Approval of an earlier revision does not approve a different candidate.

Require approval for production

The Production review gate can make approval a condition of a production release.

  1. 1

    Select the gate’s review

    Enable Require approval, choose the Canonical review link, and set Required approvals.

  2. 2

    Save the gate

    Choose Save gate. Make sure the chosen review points to the staging candidate you intend to promote.

  3. 3

    Check the exact candidate before launch

    Collect the required approvals for the current review revision. Return to Publishing to promote the approved staging release.

Screenshots use a local sample workspace.

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