The Wrike Proofing and Approval Add-on
is a set of features
that help creative teams collaborate on their assets.
With this add-on
it’s very easy to set up an effective reviewing process.
So let’s review the Wrike Proofing and Approval add-on feature.
I’m looking at my Marketing folder
and I have my Concepts task selected
in my Banner Design project.
If I scroll down
I can see that there are multiple files attached.
Clicking on the "Show all files" button
will expand the list of files attached to this task.
Once you click on the image
you’ll see a proofing preview of the file.
This currently works with PDFs,
most image files
such as PNG, JPEG, BMP and GIF,
and Office files
such as DOC, DOCX, PPT, PPTX.
Once the image preview is open
I can start adding comments
by clicking into the comment section here
and selecting the area where I’d like to comment.
I don’t like the placement of “Interactive”
so I’m going to click right here.
It gets highlighted with this red marker
so now I can leave a comment.
I can also @mention my team in the comment.
For example,
I want Alissa from my design department to work on it.
Just hit enter
and my comment gets posted
and Alissa is notified.
I can also zoom in and zoom out,
see all the versioning details
and communicate with our team.
When we switch over to Alissa’s account
we can see she has a notification in her inbox
from Melanie.
Clicking on it takes me directly to the Proof preview
where I can look at all the comments and respond.
Let’s say that I’ve moved the “Interactive” section
in the center of my banner
and uploaded a new version.
There I can either reply or resolve it.
Resolving the comment
means that everything is good
and the work has been completed.
Let’s pretend that I’ve done it.
I’m resolving this comment.
Now we see that the marker is grayed out
indicating it’s been resolved.
Now let’s imagine that Alissa needs someone
to review and approve this work.
We go back to the task,
scroll down
and click on the “Show all files” button again.
We select the images that need final approval.
Let’s output these images into preview
by clicking on this icon
and specify who needs to review them.
Let’s add Melanie as a reviewer.
We can add more than one person if necessary
and we can set the due date.
Now we can see two files in review
that are waiting for Melanie’s approval.
Let me move to Melanie’s account.
I see from my inbox
that I was added as a reviewer for some images.
When I scroll down the task
I can see two files in review.
Let’s select the first one.
From inside the proofing tool
I can still view and add comments.
I see all the versions,
but now there’s a new
“Approved” or “Changes required” option.
Looking at the comment,
I see my earlier request has been resolved.
This looks good, so I’ll approve it.
So now,
in my Task view,
I can see that the file has been approved by me.
However,
there’s still another file waiting for my approval.
So I’m going to click on it
to open it in the proofing tool and review it.
I think we need to make some changes here,
so I’ll leave a comment
and select “Changes required".
Now we can see
that one image has been approved
and the other requires some changes.
The next time Alissa logs in
she’s going to see in her inbox
that she needs to make changes to this image.
All of the reviewers
and anyone who was @mentioned in the comments
will receive the notifications about all the changes.
If you have multiple reviewers for the files
then you need all of them to click “Approved”
before it can officially be marked as “Approved”.
If any of them marks “Changes Required"
it’s won’t be approved.
If we scroll down the task activity stream
we can see that
all the changes we’ve been making to these files
are logged here.
I can also run a report
to find out how many files in my account
have been approved
and how many are still pending approval.
I can easily select any folder or project in my account.
Let’s choose the top level folder
to see everything.
We select the filter icon at the top.
Then we head over to the filter panel
and scroll down to the advanced filters section.
We enable the the “Reviews” option
and now we’ll see the “Reviews” filter.
Let’s filter all the tasks in my account
by “Pending approval”.
Now you’ll see all active tasks
pending review
assigned to everyone in my account.
I can see two tasks.
I can do the same
for all completed and all unassigned task,
if there are any.
So this is how the add-on works.
Feel free to try it out yourself
in your own account!