Clients can now give feedback on websites and other files without logging in. There's two ways to invite clients and other stakeholders to give feedback.
Directly share websites, designs or documents using a share link, or
Invite them into the project as a Client User so they can view all the websites, designs and documents in the project.
Check out this video to find out how to invite clients to give feedback.
Invite clients using a share link
From Websites & Files, hover over the website or file you want to share with clients. Then click Share.
Copy the link and share it via email, slack or another messaging service.
Clients can simply click the link and be taken directly to the website to start giving feedback.
Note: If you don't have the javascript installed in your website, they'll be prompted to install the extension.When leaving their first piece of feedback, clients are asked to include their name and email, so you know who is leaving feedback.
Any further feedback won't require them to enter those details again.
In the background, BugHerd creates a guest account for your client.
They'll receive a welcome email, introducing them to BugHerd and their own project board.
Clicking the link in the email will take them to their project board.
Inviting clients as guest users to a project
If you want, you can still invite guest to your project.
Open your task board in BugHerd.
Click Guests in the Left hand navigation, then click Invite.
The Project Access pop up appears. Enter your client's email address, select Guest and click Invite.
Your client is sent an email, inviting them to the project. Clicking Accept invite in the email takes them to their project board.
They'll need to add their name in the welcome screen to continue to their project board.
Select where to send client feedback
By default, client feedback is sent to the feedback tab, where you can triage it, before sending it to your task board.
You can send all client feedback for a project directly to the Task board if you prefer.
To send client feedback to the Task board
Click Settings from your left hand menu on any project.
Select Send new Client Feedback to Backlog. Save your setting change.
New feedback from clients appear in the first column on your Task Board for this project. If you use BugHerd's default column names, this column is Backlog.
