How To Use Project Submission Page

Your Project Submission Page allows you to receive projects from anyone — whether or not they have a Punchlist account. Anyone can submit a website, image, or PDF directly to you for feedback or approval.

Set Up Your Submission Page

  1. From the Dashboard, click on your workspace name on the right side at the top.
  2. Under Manage Workspaces, click the "Workspace Settings" button.
  3. In the Workspace Settings tab, customize your Submission page.
  4. The Submissions Page will display your Workspace name and logo (as long as Enable Photo toggle is on). Make sure these match your company branding to ensure easy recognition.
  5. You can use the Slug that has been auto-generated or you may change it.
  6. Write a brief description about your workspace in the "About" section. The “About” description will be displayed on the Submission Page (that's the only place this information is displayed currently). 
  7. Click Save.
  8. Copy the URL link below the slug and distribute to your team for Submission Page access.

Accepting a Project

When someone submits a project, you will need to accept the project before it is created. You can do this under your ‘Submissions’ tab on your project dashboard.

Submitting a Project

You must have a person’s unique Project Submission link in order to submit projects for their review.

FAQ

Who can create a Project Submission Page?

Submission pages are only available for account owners or managers. If you are a part of an organization, this is either the primary account holder or a paid seat.

If you have a free account not connected to a team, you are the account owner. This means you can create a project submission page for yourself.

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There are two ways to alert collaborators to a conversation or task in Punchlist

Why Is My Project Not Loading?

So the project you are visiting doesn’t load the content you are trying to annotate and is stuck on the loading screen

Where Are My Invoices?

View and download Punchlist invoices with ease.

What's the Difference Between Workspace Integrations & Project Integrations?

Punchlist supports a variety of key integrations to help you with your workflow

What can guests see and do in Punchlist?

Punchlist is fundamentally a way to receive feedback on your creative projects

What’s The Difference Between A Manager, Team Member, And Collaborator?

There are three different user roles in the Punchlist app, each with unique permissions

Update Your Name and Add a Profile Photo to Personalize Your Account

Personalizing your account to reflect your name and personal photo is a sure way for other team members to identify your work within Punchlist

Transfer Account Ownership to Another Member of Your Workspace

Organizational roles may change at any time and we have ensured that your account management abilities are flexible

View A List Of All Feedback Items

List View is an easy way to view all items on your project at once

View Your Project On Desktop, Table, And Mobile

No more scrambling around looking for your iPad or borrow your friend’s Android device when using Punchlist

Submit a Project for Review

Once you have been provided a Submission Page URL, submitting a project is a short task

Set Due Dates With Automatic Followup Nudges

Let Punchlist handle the follow-up for your with automatic email reminders

Schedule View-Only Mode

Nothing interrupts project timelines more than unexpected or late feedback

Sort Feedback Items Within Project

We offer a few different methods for quickly sorting and filtering through feedback on each page to reduce time spent searching for specific comments or files

Rename your Punchlist Workspace

Renaming or customizing your Punchlist workspace name to better suit your team or organization is an important step to create brand continuity

Show That Work Is Happening With Item Status

Use the status feature to quickly inform project collaborators of the current progress of each feedback item

Reset or Move a Marker

When it comes to creative projects, we know that things can often change

Rename A Project In Punchlist

When you initially create a project within Punchlist you are required to set a project name

Link Directly To An Item In Punchlist

Sometimes you need to point someone directly to a piece of feedback

Invite Others To Your Project

You’ve uploaded your project and now you’re ready for feedback

Move Your Project Forward With Project Status

At Punchlist, our goal is to help get your project over the finish line faster, and with fewer rounds of feedback.

Manage Project Access

Make sure the right people can see the right projects by selecting the access level that meets your needs

How To Remove Team Members From Your Workspace

If you hold an Owner or Manager role, you can easily remove workspace members from your Punchlist team

How To Use Project Submission Page

Your Project Submission Page allows you to receive projects from anyone

Hide the Sidebar to View Your Project at Full Width

Punchlist offers many different display features while completing projects to suit the collaborator’s viewing preference

Create a Punchlist Project from Figma Assets

Keep all of your creative feedback in one place by creating a Punchlist project using assets from Figma

How Do Roles Work?

Punchlist users can have two roles: Reviewer or Approver.

Export Your Project From Punchlist

At the conclusion of a project, you may decide to export your project from Punchlist.

Creating Folders and Subfolders

Keep your Workspace organized with folders and subfolders.

Changing Workspace Members' Roles

Organizational roles may change and Punchlist offers a quick and flexible solution to changing workspace members roles within the platform

Attach Files To Comments To Provide Clarity

When leaving a comment for feedback, Punchlist allows you to upload files as a part of your commentary or in your reply

Does Punchlist Support Offline Mode?

At this time, Punchlist does not support adding and saving feedback when you do not have an internet connection

Create A New Project In Punchlist

Creating a project in Punchlist is super straightforward

When and Why to use Manual Install

For most projects, pages will automatically load when imported into Punchlist

Archive Completed Projects

Archiving a project in Punchlist is easy. You may want to archive a duplicated project, hide completed projects, or just clean up your dashboard

Add A Team Member To Your Workspace

Punchlist makes it easy to add individuals to your team to get your Workspace up and going

Add Our Figma Integration to Your Punchlist Workspace

Figma is a stellar tool for collaborating on designs for advertising materials, wireframes, websites, and print collateral. While the tool does offer commenting

Adding Comments To A Project In Punchlist

Punchlist allows you to annotate images, PDFs, and even live websites

Add A Project Password For Additional Security

In Punchlist, you can add password protection on any project to ensure that only specific people can view your creative work

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