Our Onsite Feedback Tool Guide

Learning Academy

During several steps in our project process we require clients to review our work and give feedback. Using our Feedback Tool is the best way to do this as it allows you (the client) to leave comments about issues right on the document or website (just like placing virtual sticky notes) in whatever spot on the screen it makes sense for the comment to be placed.

The items in the steps that required feedback using this tool include the Sitemap, Styled Page Mockup, Website Mockup, Development, and Testing. We will notify you by email when a step is almost finished and include additional instructions of what type of feedback we are looking for, on what, and how many rounds of revisions you have for the step.

Usually the feedback required includes you creating a list of tasks (comments) for items you want changed that was updated during that step. We usually wait for you to notify us that you have finished your complete task list for the step, before we start to work on them. Most projects include only 1 list of tasks (revisions) per step.

With the Sitemap we will be sending you a link to our Feedback Tool website that you can access to view a full size image of the sitemap and leave comments by using the Feedback toolbar.

All other steps will happen on the temporary development server we setup for your project that will be hosting your website while we work on it. When you visit the website and view any webpage you will notice that the Feedback toolbar will appear near the bottom of the page.

When asked for feedback and you have found something you want to discuss or change on the page, all you need to do is click on the “+ Comment” button on the toolbar. This will change your mouse cursor to a crosshair and allow you to pick the location of the comment. For example if you do not like the colour of a headline or the size, you can click on the actual headline and a circle indicator with the comment number will appear on that location along with a comment window for you to type in your feedback. Once you have typed in your feedback you can click the “Add Comment” button to add the comment. Comments can also include file attachments. You will notice other options on the comment window like assigning or subscribing other users, but in most cases this is nothing you have to worry about.

Feedback Tool with open Comments Form

When you leave a comment we will get notified by email. Once we have reviewed your feedback we will reply to your comment and you will get notified as well. Email notifications include a link to the comment which when clicked will take you to the correct webpage or document and display the latest comment. If the comment has replies then those will be listed underneath in a vertical timeline.

Once the task of the comment has been finished the comment can be marked resolved. A resolved comment will turn green and will not be visible with the other unresolved comments unless you change the filters. Please only resolve a comment once you are satisfied that we have either answered your question or have completed the task.

If the comment toolbar is in the way of you viewing a section on the webpage you can either scroll the page up or down in the browser (as the toolbar will stay in the same location on the screen) or you can move the toolbar to a different location by clicking and holding the icon of 3 vertical lines found on the left side of the toolbar and moving your mouse. The toolbar can also be minimized by clicking the “<” arrow icon found on the left side as well.

Feedback Toolbar

The toolbar also has 4 other icon buttons on it. They include buttons for:

  • Comments (speech bubble with number)
  • Pages (4 small squares),
  • Activity (a heartbeat signal)
  • Hide Comments (an eye)

Clicking one of the first 3 listed will slide open a section on the left side of the page.

Feedback Toll with open Comments Form and slide out Comments Section

Clicking the Comments icon will show you a list of discussions for the page you are currently on. Clicking on any discussion will scroll you to that location of the page and open the discussion.

Clicking the Pages icon lists all the pages that have unresolved comments on them. Clicking on one of the pages listed will then take you to that page.

Clicking on the Activity icon will show you a vertical timeline of all comments with the newest ones first. You can filter these comments by page or include all pages. Clicking on any comment in the activity timeline will take you to the webpage and comment location.

Clicking on the Hide Comments icon will hide all location indicators of comments on the page. You can then click on the same icon again to show all the indicators.

Once you open the side section you can easily switch between Comments, Pages, and the Activity timeline. All 3 sections can also be filtered by different attributes including pages, assignees, and if the comment is resolved.

About the Author

Tom Homer

Building custom dynamic websites is our specialty. With over 25 years experience in software design and development I have been helping  small businesses invest in their future.

Article Author Tom