Why it is useful
Review scattered across email and chat is hard to close. On the prototype, everyone sees every comment and who has approved what, part by part, so you know when it is ready to ship.
Share a prototype with the people who review it. Viewers look, reviewers comment, and approvers comment and give approvals. Sharing needs Starter, Pro or Team.
Step 1: Invite people by email
In Crux, under Sources in the sidebar, click your prototype. Type an email, pick a role and click Invite. Viewer looks, Reviewer comments, and Approver comments and gives approvals. Each person gets an email with a link to the prototype, and someone new to Crux also gets a temporary password.
Step 2: Set your own approvals
On the prototype, Inspect a part of the page, open Approvals and click the pencil. Click Add an approval, name it (for example Accessibility) and click Done. The list is the same for every page and component in the project.
Step 3: Ask for a review
Set an approval to Ready for review. Your approvers get an email, and it shows in their bell in Crux.
Step 4: They comment and approve
They open the prototype and sign in on the Crux button. On Comments they read every thread and reply. An approver sets each approval, for example UX to Approved.
Step 5: Hear when review moves
When someone approves, asks for changes or comments, you see it in the bell in Crux. Anything you have not opened by the next morning comes in one summary email.
Step 6: Post review activity to Slack
In Slack, add the Incoming Webhooks app, pick the channel and copy the webhook address it gives you. In Crux, under Sources in the sidebar, click your prototype, click Connect Slack and paste it. Every comment and every approval that moves is then posted to that channel. Internal comments are never posted.
Step 7: Answer requests for access
Someone you have not invited can click Request access on the prototype. You get an email, and you approve them in Crux on the same prototype, picking their role.
Tips
- Starter shares each published project with up to 5 people, and Pro with up to 10.
- Editor works in Crux and changes the prototype, and comes with the Team plan.