Reviews overview

Track external shares, snapshots, and unresolved review notes.

Outcome

Understand the review workflow in Fluidwork.

Applies to

Workspace members sharing plans and external reviewers giving feedback.

Before you start

Create a timeline before opening a review. Decide whether reviewers should see a live plan or a snapshot.

Steps

  1. Open Reviews to see active shares.
  2. Check whether each share is a live timeline or snapshot.
  3. Review guest access and recent activity.
  4. Open unresolved notes and respond or resolve them.
  5. Revoke access when the review is complete.

What happens next

Reviews give you one place to manage plan visibility and feedback without giving every reviewer full workspace access.

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