Client mode
Manage client feedback (team)
All feedback the client sends from their review link is centralized in the board editor. You can read it, jump to the referenced element, change status, reply for the team, and (as owner) delete entries.
What it is for
Close the client review loop without losing comments or approvals.
How to use it
- What the client sends: general comment, variant/element comment, like / dislike, variant or concept-sheet approval, voice note (microphone in their bottom bar), and markers on review images (text, voice, photo). See «Client comments», «Client voice note», and «Review image and markers».
- Where you see it (team): floating bell on the canvas (only when entries exist; yellow badge if unread), modal when clicking the bell, «Client feedback» section in the side panel (optional, via «Add feedback to panel»), and expanded management drawer on wide screens («Open management»).
- Permissions: owner, collaborators with accounts, and /b/ guests with edit can read, change status, and reply. Only the owner can delete an entry.
- Statuses: Open (new or pending), In progress, Done, Approved (automatic for approvals), and Dismissed (archived). Filters: All, Unread, Open, In progress, Resolved. Search by comment text, author, or element.
- Per-card actions: «Go to element» focuses the anchor on the canvas; «Mark read» clears the new badge; status menu changes the cycle; «Reply» adds team-only text (labeled «Team»); the owner can delete.
- Team notes: from the modal or panel you can add internal notes (team_note) the client did not send — useful for internal agreements on a comment.
- Notifications: with «Notify me» enabled on the board you get email/Telegram on new feedback (roughly 15 min cap per board). The client is not notified when you reply: replies are internal.
Tips
- The bell and panel complement each other: quick alert vs. extended work. On ultrawide screens the drawer may open automatically when open feedback exists.
- Variant or concept-sheet approvals appear as «Approved» and the client sees the state in their view.
- For the full flow of requesting decisions, statuses, and per-element history, see «Client approval flow».
- Related articles: Feedback flows: overview, Client feedback in the side panel, Share with client, Board notifications.