Run your first project review

In this tutorial, we’re going to run a review on two assets in a Collaboration Hub project, from choosing the assets to reading the feedback. Reviews are how a project’s content gets approved before it’s published, and the person who runs them decides who gives feedback and who makes the final decision. By the end, you’ll have run a complete review, with feedback and a decision on each asset, and exported that feedback.

This is part 2 of 6 in the project manager tutorials. Previous: Brief your first project. Next: Act on your first review feedback.

Prerequisites

To follow this tutorial, you need:

A user role with at least the Creator role for Reviews, under Adaptation Studio, which lets you create and view reviews. The Standard User role preset includes this. Each role’s permissions are listed in User role presets and permissions.
Access to Collaboration Hub projects. This doesn’t come from a user role: your administrator grants it through a group, and group names vary between workspaces.
A project you own that has reached a stage with a review cycle, such as the project from Brief your first project once its workflow gets there.
Two image files uploaded to one of the project’s asset folders in the Resources tab. They can be any images; we’ll treat them as the campaign’s first drafts.
A second email address you can open, to act as the reviewer.

Using your own second email address as the reviewer means you can play both parts, the person running the review and the person giving feedback, without waiting for anyone else.

What you see here depends on your workspace’s configuration. Which project stages include a review cycle, and the asset folders in a project, are set up for your workspace. If Create Review isn’t available in your project, contact your administrator.

What we’ll create

We’ll create a review called Spring campaign first review for two assets, invite your second email address as the reviewer, and make that reviewer the decision maker. Then we’ll switch sides to leave feedback and reject both assets, and switch back to read and export the feedback. Rejecting both gives us something to act on in the next tutorial, Act on your first review feedback.

The tutorial takes about 30 minutes, including the videos, in seven steps:

Step 1: Choose the assets
Step 2: Create the review
Step 3: Invite the reviewer
Step 4: Start the review
Step 5: Give feedback as the reviewer
Step 6: Read the feedback
Step 7: Export the feedback

Step 1: Choose the assets

Reviews start from the assets in a project’s resources.

Choose assets for a review (48 s)

We’re going to select our two images.

Open your project and select the Resources tab.
Select the asset folder that holds your two images.
Select the checkbox on each image.

To select every asset in the folder at once, you’d use Select Visible instead.

You’ll notice that a toolbar appears above the asset tiles, with actions for the selected assets.

Step 2: Create the review

Create the review (53 s)

We’re going to set up the review’s name, deadline, and message.

In the toolbar, select Create Review.

The Create Review window opens, with a name already filled in.
Replace the name with Spring campaign first review.

Reviewers use the name to recognise what they’re being asked to review, so in real work, include the project or campaign name.
Set the deadline to tomorrow.
In the message field, enter Please review the first drafts of the spring campaign images.
Select Create Review.

You’ll notice that the review panel updates, showing the next actions: adding people and starting the review. The review exists now, but it’s still a draft: nobody has been told about it yet.

Step 3: Invite the reviewer

A review has reviewers, who give feedback, and a decision maker, who approves or rejects each asset.

Add reviewers, owners, and monitors (1 min 33 s)

We’re going to invite your second email address.

Select the pencil icon to edit the reviewers.
In the search field, enter your second email address, then select the address displayed beneath the field.

An address added this way gets access to this review only, not to the rest of Storyteq CMP.
Select the Owners tab, then the Monitors tab, and read who’s listed.

You’ll notice that you’re already an owner. Owners manage the review; monitors can follow its progress without commenting. Both must be Storyteq CMP users, so we’ll leave them as they are.

Assign review roles (55 s)

Now make the reviewer the decision maker.

Next to your second email address, change the role from Reviewer to Decision Maker.
Select Save.

Give each review one decision maker. When a decision has been made on every asset, the review completes automatically, and nobody can add more feedback.

Step 4: Start the review

Start the review (34 s)

We’re going to start the review, which notifies the reviewer.

Select Start Review.
Select Confirm.

You’ll notice that the review is now active.

Find and manage a review (1 min 34 s)

Let’s check where the review is listed.

From the main menu, open Reviews.
Select Project Reviews, then All Reviews.
Select Spring campaign first review to display its details and progress.

You’ll notice that the review is listed as active, with both assets awaiting a decision. All Reviews lists the reviews you’ve created; My Reviews lists the ones you’ve been invited to. You can also reach a project’s reviews from its Reviews tab.

Step 5: Give feedback as the reviewer

Now we’ll switch sides and become the decision maker.

We’re going to leave a comment on each asset and reject both.

Open the review invitation in your second email inbox.
Select Go to Review.

Review Studio opens in a new browser tab.
Select the first image, select a markup tool from the Tools menu on the left, and mark an area of the image.
In the comment field that appears, enter Make the logo larger, then select Post.
Select the second image and post the comment Use a warmer background colour.
For each image, select the cross to reject it, then confirm your decision.

For further information, refer to Give feedback in your first review.

You’ll notice that once both assets have a decision, the review completes.

Step 6: Read the feedback

Back as the person who ran the review, we’ll find out what happened.

Review outcome notification (27 s)

First, check your own inbox.

Open the email telling you the review is complete.

It lists each asset with its outcome.
Select Go to Project.

Open a completed review (2 min 7 s)

Next, open the review’s summary.

From the main menu, open Reviews, then Project Reviews > All Reviews.
Select Spring campaign first review.

You’ll notice that:

Each asset displays a red thumbs-down, because both were rejected.
A speech bubble shows how many comments each asset has.
The summary at the top shows how many assets were rejected.

Read comments and annotations (1 min 6 s)

Now read the feedback itself.

Select Open Review.
Select the first image.
In the comments panel, select the comment Make the logo larger.

You’ll notice that:

Selecting an asset displays only that asset’s comments.
Selecting a comment highlights the area it was marked against on the asset.

That link between comment and area is what makes visual feedback unambiguous.

Step 7: Export the feedback

Feedback often needs to reach people who aren’t in the review, such as a studio or agency.

Export feedback (44 s)

We’re going to export the feedback to a document.

In Review Studio, select the printer icon.
Use your browser’s print command to save the page as a PDF.
Select Done to return to the review.

You’ll notice that the document lists each asset with its markup and comments, ready to share or to work from offline.

The finished review

Here’s what we’ve built:

Review: Spring campaign first review, on two assets in your project.
People: you as owner, and your second email address as decision maker.
Outcome: both assets rejected, each with one marked-up comment.
Export: a PDF of the feedback.

Conclusion

In this tutorial, you’ve learned how to:

Select assets in a project and create a review for them.
Invite a reviewer by email and make them the decision maker.
Start a review and find it on the Reviews page.
Read the outcome and the feedback on each asset.
Export feedback to share it outside Storyteq CMP.

Next, act on the feedback: continue with Act on your first review feedback to upload new versions of the rejected assets and send them back for review.

Create and run a review covers the full set of review options.