{"id":202454,"date":"2023-09-07T19:45:49","date_gmt":"2023-09-07T18:45:49","guid":{"rendered":"https:\/\/www.markup.io\/?p=202454"},"modified":"2023-09-07T20:19:42","modified_gmt":"2023-09-07T19:19:42","slug":"markup-io-workflows","status":"publish","type":"post","link":"https:\/\/www.markup.io\/blog\/markup-io-workflows\/","title":{"rendered":"Make the most of MarkUp.io: Workflow tips for creative teams"},"content":{"rendered":"\n<p>Ah, &#8216;feedback.\u2019 A word that probably sends shivers down your spine.<\/p>\n\n\n\n<p>Unless, of course, you\u2019re using MarkUp.io! \u2728<\/p>\n\n\n\n<p>That\u2019s because anyone who uses the platform knows that MarkUp.io makes feedback\u2013and team collaboration\u2013as easy as pie.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-video aligncenter\"><video autoplay controls loop muted src=\"https:\/\/assets.markup.io\/app\/uploads\/2023\/09\/markup-tool-ecosystem-yay.mp4\" playsinline><\/video><figcaption class=\"wp-element-caption\"><em>GIF Source: <a href=\"https:\/\/media.giphy.com\/media\/v1.Y2lkPTc5MGI3NjExZjFlMjJiMzVhN2RkNWVhMmYwNTQ4Y2IwYzJlOGE3MGUzNWY0ZDJmMiZlcD12MV9pbnRlcm5hbF9naWZzX2dpZklkJmN0PWc\/1oLehsh835NV9gvY2n\/giphy.gif\" target=\"_blank\" rel=\"noreferrer noopener\">Giphy<\/a><\/em><\/figcaption><\/figure>\n\n\n\n<p><\/p>\n\n\n\n<p>But getting projects over the finish line isn&#8217;t just about reviews. It&#8217;s about integrating the right tools seamlessly to ensure a smooth workflow from <em>start to finish<\/em>. \ud83e\udd0c<\/p>\n\n\n\n<p>That&#8217;s where this guide comes in. We&#8217;re not just talking about how MarkUp.io makes feedback easy. We&#8217;re diving deep into how you can optimize your workflow with MarkUp.io, ensuring that your creative team is always at its most efficient and productive.\ud83d\udc4c<\/p>\n\n\n\n<p>Without further ado, here&#8217;s how to add MarkUp.io to your tech ecosystem!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Table of contents<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"#video\">Streamlining collaborative feedback on video projects \ud83d\udcf9<\/a><\/li>\n\n\n\n<li><a href=\"#marketing-teams\">Improving communication &amp; project management efficiency for marketing teams <strong>\u270d\ufe0f<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"#design-teams\">Simplifying communication and collaboration for design teams <strong>\ud83c\udfa8<\/strong><\/a><\/li>\n\n\n\n<li><a href=\"#web-projects\">Enhance collaborative feedback for CRM web projects \ud83c\udf10<\/a><\/li>\n\n\n\n<li><a href=\"#web-developers\">Automating tasks &amp; facilitating content reviews for low-code web developers <strong>\ud83d\udcbb<\/strong><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"video\">Streamlining collaborative feedback on video projects \ud83d\udcf9<\/h2>\n\n\n\n<p>Video editing requires time, patience, and a keen eye for detail. Thankfully, most videographers use tools like Adobe Premiere Pro or Vimeo for the heavy lifting.<\/p>\n\n\n\n<p>But what about gathering real-time feedback?<\/p>\n\n\n\n<p>Enter <a href=\"https:\/\/www.markup.io\/blog\/video-markups-collaborate-on-videos\/\" target=\"_blank\" rel=\"noreferrer noopener\">Video MarkUps.<\/a><\/p>\n\n\n\n<p>Simply create a Video MarkUp, share it with your stakeholders, and watch the reviews reel in (pun totally intended \ud83d\ude1c).<\/p>\n\n\n\n<p>Now you can address essential feedback first, so your <a href=\"https:\/\/www.markup.io\/blog\/video-production-workflow\/\" target=\"_blank\" rel=\"noreferrer noopener\">video production process<\/a> keeps humming along.<\/p>\n\n\n\n<p>Imagine you&#8217;re part of an in-house <a href=\"https:\/\/www.markup.io\/blog\/managing-a-creative-team\/\" target=\"_blank\" rel=\"noreferrer noopener\">creative team<\/a> using MarkUp.io for video project reviews. Each video undergoes internal reviews on MarkUp.io, followed by a final review with the stakeholders. The team shares the MarkUp link with the stakeholders and provides instructions for using MarkUp.io. They use Folders labeled &#8216;in-progress&#8217; and &#8216;approved&#8217; to track each video&#8217;s review stage.<\/p>\n\n\n\n<p>Let\u2019s break that process down.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tools used with MarkUp.io<\/h3>\n\n\n\n<p><strong>Video editing tools<\/strong>: Adobe Premiere Pro and Vimeo.<\/p>\n\n\n\n<p><strong>Communication tools<\/strong>: Slack, Microsoft Teams, and\/or email.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"880\" height=\"1374\" src=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-video-reviews.png\" alt=\"Flowchart showing a workflow for using MarkUp.io with other tools to streamline collaborative feedback on video projects.\" class=\"wp-image-202474\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-video-reviews.png 880w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-video-reviews-192x300.png 192w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-video-reviews-656x1024.png 656w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-video-reviews-768x1199.png 768w\" sizes=\"auto, (max-width: 880px) 100vw, 880px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How your tools work together<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Start by opening your <strong>video project<\/strong> in your favorite <a href=\"https:\/\/www.markup.io\/blog\/video-editing-tips\/\" target=\"_blank\" rel=\"noreferrer noopener\">video editing tool<\/a> (like Adobe Premiere Pro). <strong>Export a draft version.<\/strong><\/li>\n\n\n\n<li>In your&nbsp;<strong>MarkUp.io account<\/strong>, click&nbsp;<strong>Upload<\/strong>&nbsp;to add your draft as a&nbsp;<strong>Video MarkUp<\/strong>. Remember to pop it into the <a href=\"https:\/\/support.markup.io\/hc\/en-us\/articles\/14212945698451-How-do-I-move-or-delete-my-MarkUps-\" target=\"_blank\" rel=\"noreferrer noopener\">relevant&nbsp;<strong>Workspace<\/strong>&nbsp;or&nbsp;<strong>Folder<\/strong>!<\/a><\/li>\n\n\n\n<li><strong>Share the MarkUp link<\/strong>&nbsp;with your team on a dedicated channel in your communication tool. For example, if you\u2019re a Slack user, you can set up a specific channel named \u2018Video edits: V1\u2019 for the first round of edits.<\/li>\n\n\n\n<li>Sit back and let your team or clients&nbsp;<strong>add comments<\/strong>&nbsp;to the Video MarkUp.<\/li>\n\n\n\n<li>After gathering feedback, head back to your video editing tool to&nbsp;<strong>make changes<\/strong>.&nbsp;<strong>Upload a new version<\/strong>&nbsp;to MarkUp.io for further review.<\/li>\n\n\n\n<li><strong>Separate this new version into a Subfolder<\/strong>&nbsp;to keep track of your different versions\/stages of edits.<\/li>\n\n\n\n<li>Once all feedback has been addressed and resolved,&nbsp;<strong>export the final video version<\/strong>, and&nbsp;<strong>share it with your client<\/strong>. \ud83d\ude4c<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udca1MarkUp better&nbsp;<\/h3>\n\n\n\n<p><strong>Create dedicated Folders for priority stages<\/strong>. Imagine effortlessly sorting your MarkUps by priority levels. That&#8217;s what Folders allow you to do! They make tracking the status of every project asset a breeze, providing you with a clear picture of which ones need urgent feedback. To add an extra layer of organization, you can create Subfolders up to five layers deep.&nbsp;<\/p>\n\n\n\n<p><strong>Zoom in.<\/strong> Eager to scrutinize every detail of your Video MarkUp? Simply scroll with your mouse (this one:\ud83d\uddb1\ufe0f, not this one:\ud83d\udc2d), and you&#8217;ll be able to control your zoom level precisely. This gives you enhanced control over pin placement, ensuring every detail is captured in your review.<\/p>\n\n\n\n<p><strong>Video scrubbing. <\/strong>Want to leave frame-by-frame feedback on your Video MarkUp? Well, you can\u2013with our <a href=\"https:\/\/www.markup.io\/blog\/markup-io-updates-q223\/\" target=\"_blank\" rel=\"noreferrer noopener\">video scrubbing<\/a> feature. Use the left and right keys on your keyboard to find the exact moment in your Video MarkUp where you want to leave a comment. Drop a pin explaining what needs changing, and your team can get right to it.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-video-scrubbing.gif\" alt=\"GIF demonstrating MarkUp.io's video scrubbing feature, showing a user scrubbing between frames, as part of a section highlighting efficient video review workflows.\" class=\"wp-image-202457\"\/><figcaption class=\"wp-element-caption\"><em>When you&#8217;re planning your next vacation but can&#8217;t decide which planet to visit first&#8230;<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"marketing-teams\">Improving communication &amp; project management efficiency for marketing teams <strong>\u270d\ufe0f<\/strong><\/h2>\n\n\n\n<p>Juggling several projects at once is the norm for most marketing teams. But when it comes to gathering feedback on a project, scattered communication can lead to misunderstandings and delays.<\/p>\n\n\n\n<p>However, using MarkUp.io will make it a cinch to manage multiple projects while significantly improving team collaboration.&nbsp;<\/p>\n\n\n\n<p>And to make things even better, we\u2019re gearing up to integrate with a few major project management tools soon\u2013starting with ClickUp! Keep an eye open for more details soon. \ud83d\udc40<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tools used with MarkUp.io<\/h3>\n\n\n\n<p><strong>Project management tools<\/strong>: Asana, Trello, Notion, etc.<\/p>\n\n\n\n<p><strong>Communication tools:<\/strong> Slack, Microsoft Teams, etc.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"880\" height=\"1458\" src=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-marketing-teams.png\" alt=\"Diagram showing a workflow for using MarkUp.io with other tools to improve communication and project management for marketing teams.\" class=\"wp-image-202476\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-marketing-teams.png 880w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-marketing-teams-181x300.png 181w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-marketing-teams-618x1024.png 618w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-marketing-teams-768x1272.png 768w\" sizes=\"auto, (max-width: 880px) 100vw, 880px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How your tools work together<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Create a fresh project<\/strong>&nbsp;in your go-to project management tool and&nbsp;<strong>invite key team players<\/strong>.&nbsp;<strong>Link the project<\/strong>&nbsp;to a shared&nbsp;<strong>MarkUp.io Workspace or Folder<\/strong>&nbsp;where reviews will happen.<\/li>\n\n\n\n<li>Now, it&#8217;s time to&nbsp;<strong>delegate<\/strong>! In your project management tool,&nbsp;<strong>break projects into smaller sub-tasks<\/strong>, and&nbsp;<strong>assign them with deadlines<\/strong>.<\/li>\n\n\n\n<li><strong>Upload assets ready for review<\/strong>&nbsp;to&nbsp;<strong>MarkUp.io<\/strong>&nbsp;in the necessary format.<\/li>\n\n\n\n<li><strong>Share the MarkUp URL link<\/strong>&nbsp;in your communication tool to notify everyone it&#8217;s ready for feedback.<\/li>\n\n\n\n<li><strong>Tag teammates<\/strong>&nbsp;in MarkUp comments and track progress as they add feedback and make changes. Remember,&nbsp;<strong>keep all feedback chatter on the MarkUp<\/strong>&nbsp;so no one has to hunt for comments in your project management tool!<\/li>\n\n\n\n<li>Once finished,&nbsp;<strong>move finalized assets to a new Folder or Workspace<\/strong>&nbsp;in MarkUp.io for final stakeholder sign-off (try saying that ten times fast \ud83d\ude35\u200d\ud83d\udcab).<\/li>\n\n\n\n<li><strong>Update asset status<\/strong>&nbsp;in your project management tool once approved. \u2705<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udca1MarkUp better<\/h3>\n\n\n\n<p><strong>Set up your team. <\/strong>Add your regular collaborators\u2013 stakeholders, reviewers, and team members\u2013to your MarkUp Workspace as <strong>Members<\/strong>. This makes it easy to tag them and lets them see all your Folders and MarkUps right away. The best part? They won&#8217;t have to keep asking for share links, which makes things faster and helps everyone work better together. <em>Pro tip: If you want <\/em><strong><em>Members<\/em><\/strong><em> to have access to our integrations, upgrade their status to <\/em><strong><em>Admins<\/em><\/strong><em>.<\/em><\/p>\n\n\n\n<p><strong>Never miss a mention. <\/strong>Ever missed a mention because you didn&#8217;t comb through the comment thread with a fine-toothed comb? Well, stress no more! \ud83d\udcaaOur mention filter highlights the comments mentioning you both in the original and subsequent thread comments. So, you can kick back, relax, and head into the weekend with the sweet assurance that you&#8217;ve got everything covered.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"409\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-mentions.gif\" alt=\"Demo showing how to use MarkUp.io's mentions filter feature for a streamlined workflow.\" class=\"wp-image-202483\"\/><figcaption class=\"wp-element-caption\"><em>Main character syndrome called, they&#8217;d like to @mention you.<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p><strong>Cut the Slack.<\/strong> Every marketer and project manager on the planet is (or should be \ud83d\ude09) using Slack. So, vamp up your review process with <a href=\"https:\/\/www.markup.io\/blog\/markup-slack-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">MarkUp.io\u2019s Slack integration<\/a>! Get MarkUp notifications directly in your Slack workspace \u2013 either in your DMs or your favorite channels. That way, when a new round of edits on your latest social media campaign comes in, you\u2019ll immediately get notified about it in a tool you already use daily!<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"600\" height=\"400\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-slack-integration.gif\" alt=\"GIF showing a user receiving a MarkUp notification in their Slack workspace as part of a marketing team workflow.\" class=\"wp-image-202459\"\/><figcaption class=\"wp-element-caption\"><em>POV: You&#8217;ve got a &#8216;bear-rier&#8217; of notifications waiting for you in Slack.<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"design-teams\">Simplifying communication and collaboration for design teams <strong>\ud83c\udfa8<\/strong><\/h2>\n\n\n\n<p>Design teams expertly use many digital tools to breathe life into their designs.&nbsp;<\/p>\n\n\n\n<p>But here&#8217;s the twist \u2013 vague or unclear feedback can throw a wrench in the works, causing confusion and delaying the <a href=\"http:\/\/www.markup.io\/blog\/web-design-process\" target=\"_blank\" rel=\"noreferrer noopener\">design process<\/a>.&nbsp;<\/p>\n\n\n\n<p>This is<em> <\/em>even <em>more<\/em> challenging when most feedback is collected async.&nbsp;<\/p>\n\n\n\n<p>That\u2019s where MarkUp.io comes in. Using it with tools like Figma or Slack can keep communication flowing and clients up-to-date on the latest iterations.&nbsp;<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tools used with MarkUp.io<\/h3>\n\n\n\n<p><strong>Design tools: <\/strong>Figma, Adobe XD, Sketch<\/p>\n\n\n\n<p><strong>External communication:<\/strong> Gmail, Slack<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"880\" height=\"1410\" src=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-design-collab.png\" alt=\"Diagram showing how to simplify communication and collaboration for design teams.\" class=\"wp-image-202477\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-design-collab.png 880w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-design-collab-187x300.png 187w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-design-collab-639x1024.png 639w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-design-collab-768x1231.png 768w\" sizes=\"auto, (max-width: 880px) 100vw, 880px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Imagine a design agency looking to streamline its <a href=\"http:\/\/www.markup.io\/blog\/document-review-and-approval\" target=\"_blank\" rel=\"noreferrer noopener\">review process<\/a> with MarkUp.io. They extract images <a href=\"https:\/\/www.markup.io\/blog\/how-to-use-figma\/\" target=\"_blank\" rel=\"noreferrer noopener\">from Figma<\/a>, pop them into MarkUp.io, and voila\u2013all their feedback is in one place. \ud83e\udef6&nbsp;<\/p>\n\n\n\n<p>Then they bring in the stakeholders, who can drop their thoughts and suggestions right on the MarkUp. Designers tackle these comments, update the images, and upload them to the same MarkUp. This way, they have a neat timeline of all the revisions they\u2019ve made. When all&#8217;s said and done, they tie a bow on it and send the final versions over to the client.<\/p>\n\n\n\n<p>And the cherry on top? This lets stakeholders look at prototypes and mockups without having to sign up for a design tool account. After all, you don\u2019t want casual reviewers wandering around your Figma files, nor do you want to train them on how to use it.&nbsp;<\/p>\n\n\n\n<p>Think of it this way: Your design tool is where you build, and MarkUp.io is the place where you collect feedback. This keeps the original files safe and sound from any accidental edits. \ud83c\udf89<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How your tools work together<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong><a href=\"https:\/\/support.markup.io\/hc\/en-us\/articles\/14212785424787-What-File-types-can-I-upload-\" target=\"_blank\" rel=\"noreferrer noopener\">Upload your digital content<\/a><\/strong>&nbsp;to your&nbsp;<strong>MarkUp.io Workspace<\/strong>.<\/li>\n\n\n\n<li>Even though you can\u2019t upload a full Figma file to MarkUp.io, don&#8217;t fret. Just&nbsp;<a href=\"https:\/\/www.markup.io\/blog\/how-to-export-from-figma\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>export the part you need<\/strong>&nbsp;<\/a>(as a PNG, JPG, PDF, or SVG) and&nbsp;<strong>upload it to the platform<\/strong>.<\/li>\n\n\n\n<li>Click the&nbsp;<strong>Share button<\/strong>&nbsp;in the top-right corner of your screen to create a shareable link. Drop this link into an email (or however you communicate), and off it goes to your reviewers.<\/li>\n\n\n\n<li>While passing along the share link, give <strong>clear instructions on how to use MarkUp.io for review<\/strong>. (Psst\u2013here\u2019s an <a href=\"https:\/\/www.markup.io\/blog\/markup-io-team-adoption\/#template\" target=\"_blank\" rel=\"noreferrer noopener\">email template<\/a> you can adapt).<\/li>\n\n\n\n<li>Prompt stakeholders to use the <strong>Comment\/Browse<\/strong> feature to drop pins anywhere they like on the MarkUp.&nbsp;<\/li>\n\n\n\n<li>As feedback rolls in (in real-time!), <strong>adjust your designs accordingly<\/strong>.<\/li>\n\n\n\n<li><strong>Share the final version<\/strong>&nbsp;with stakeholders via a MarkUp link, and&nbsp;<strong>email the finalized assets<\/strong>&nbsp;in the required format.<\/li>\n\n\n\n<li><strong>Close the loop<\/strong>&nbsp;by sending a&nbsp;<strong>thank-you email<\/strong>&nbsp;acknowledging their feedback and outlining any next steps.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udca1MarkUp better<\/h3>\n\n\n\n<p><strong>Mimic your cloud storage folder structure: <\/strong>Set up Folders in your MarkUp.io Workspace that mirror the structure you use in your cloud storage. This will make it a lot easier to find and manage your projects.&nbsp;<\/p>\n\n\n\n<p><em>\ud83d\udca1 For bonus organization points, here\u2019s a tip from <\/em><a href=\"https:\/\/dodigitalagency.com\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Do Digital\u2019s<\/em><\/a><em> workflow: Label your MarkUps with project and revision numbers. This will help you quickly locate specific projects and track their progress.&nbsp;<\/em><\/p>\n\n\n\n<p><strong>Export your comments.<\/strong> If you\u2019re an agency charging for work, keeping track of all the MarkUp comments team members are resolving in real time can be frustrating. To keep a complete record of all your comments, simply <a href=\"https:\/\/www.markup.io\/blog\/markup-zapier-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">set up our Zapier integration<\/a> and <a href=\"https:\/\/zapier.com\/app\/editor\/template\/1197298\" target=\"_blank\" rel=\"noreferrer noopener\">use this template<\/a> to add them to Google Sheets rows automatically.<\/p>\n\n\n\n<p><strong>Customize notifications.<\/strong> If you&#8217;re working with clients or team members who <em>insist<\/em> on email communication, \ud83d\ude44 show them how to set up MarkUp email notifications. They can easily do this <a href=\"https:\/\/support.markup.io\/hc\/en-us\/articles\/16927806719251-How-do-I-manage-my-email-notifications-\" target=\"_blank\" rel=\"noreferrer noopener\">in-app or by email.<\/a>&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"640\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-emails.png\" alt=\"Screenshot image showing an example of MarkUp notifications received via email.\" class=\"wp-image-202460\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-emails.png 960w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-emails-300x200.png 300w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-emails-768x512.png 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><figcaption class=\"wp-element-caption\"><em>MarkUp email notifications: Because who doesn&#8217;t love a well-organized inbox?<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p><strong>Set up a review channel<\/strong>. If you&#8217;re a Slack enthusiast, broadcast updates to team members in any Slack channel using the Slack Bot! You can subscribe a channel to specific MarkUps or broadcast all updates. This lets you stay informed about changes and feedback in real time and keep the feedback conversation flowing.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"web-projects\">Enhance collaborative feedback for CRM web projects \ud83c\udf10<\/h2>\n\n\n\n<p>When you\u2019re staging a site or in the design development phase, gathering feedback is crucial.<\/p>\n\n\n\n<p>This is where MarkUp.io truly shines. \ud83c\udf1f<\/p>\n\n\n\n<p>It provides a simple collaborative canvas where web designers can comment on wireframes, mockups, and other webpage elements.&nbsp;<\/p>\n\n\n\n<p>And by using MarkUp.io alongside specific tools, web designers can also communicate more effectively with clients. Here\u2019s how!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tools used with MarkUp.io<\/h3>\n\n\n\n<p><strong>CRM tools:<\/strong> Salesforce, Zoho CRM, Microsoft Dynamics 365<\/p>\n\n\n\n<p><strong>Communication tool: <\/strong>Loom<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"880\" height=\"1410\" src=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-CRM.png\" alt=\"Diagram showing how to enhance collaborative feedback for CRM web projects.\" class=\"wp-image-202478\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-CRM.png 880w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-CRM-187x300.png 187w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-CRM-639x1024.png 639w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-CRM-768x1231.png 768w\" sizes=\"auto, (max-width: 880px) 100vw, 880px\" \/><\/figure><\/div>\n\n\n<p>MarkUp.io is super useful when used alongside your CRM tools to amp up collaboration on web projects. For example, if you have lots of long-form HTML pages on Salesforce, you can just pop a link to one of the pages straight into your MarkUp.io Workspace.&nbsp;&nbsp;<\/p>\n\n\n\n<p>This not only creates a collaborative environment with full visibility of what everyone is working on but also lets you collect all your feedback in one place.&nbsp;<\/p>\n\n\n\n<p>And if you need to give more visual context to your comments? Don&#8217;t hit that Zoom button \u2013 just Loom it instead. Our <a href=\"https:\/\/www.markup.io\/blog\/more-loom-less-zoom-fix-feedback-loop\/\" target=\"_blank\" rel=\"noreferrer noopener\">Loom integration<\/a> lets you record your screen and face so you can give your team even greater detail with <a href=\"https:\/\/www.markup.io\/blog\/video-feedback\/\" target=\"_blank\" rel=\"noreferrer noopener\">video feedback<\/a>.&nbsp;<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How your tools work together<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>Head over to MarkUp.io<\/strong>&nbsp;and&nbsp;<strong>kick off a fresh Website MarkUp<\/strong>&nbsp;by plugging in the URL of the live page you want to review \u2013 let&#8217;s say it&#8217;s a Salesforce HTML page.<\/li>\n\n\n\n<li>Next,&nbsp;<strong>whip up a brief Loom video<\/strong>. Describe the project, offer a quick MarkUp.io tour (in case your team isn\u2019t fully onboard), and share the ins and outs of leaving feedback.<\/li>\n\n\n\n<li><strong>Invite your team members<\/strong>&nbsp;to view the MarkUp by popping the Loom video and MarkUp link into your communication channel of choice.<\/li>\n\n\n\n<li>Once in the Workspace, team members can&nbsp;<strong><a href=\"https:\/\/www.markup.io\/blog\/how-to-annotate-a-website\/\" target=\"_blank\" rel=\"noreferrer noopener\">annotate the website<\/a> directly<\/strong>&nbsp;to show where changes need to be made to the front-end design. They can also reply to comments, resolve issues, or tag other teammates.<\/li>\n\n\n\n<li>Once the first review wraps up,&nbsp;<strong>compile all the feedback and import it into your CRM<\/strong>. Within your CRM, create an action plan based on the feedback and&nbsp;<strong>assign tasks to specific team members<\/strong>, with set deadlines so you can monitor their progress.<\/li>\n\n\n\n<li><strong>Carry out the necessary web design changes<\/strong>, making sure to focus on edits that improve the user experience of your site. Then use MarkUp.io to get another round of feedback from your team on the same Website MarkUp.<\/li>\n\n\n\n<li>Once that feedback has been addressed and implemented, the assigned team member can&nbsp;<strong>update the MarkUp and CRM tasks as complete or resolved<\/strong>.<\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udca1MarkUp better<\/h3>\n\n\n\n<p><strong>Take a shortcut.<\/strong> While working in MarkUp.io, why not make friends with keyboard shortcuts? For example, use &#8216;Shift + Enter&#8217; to create a line break, &#8216;Ctrl\/Cmd + A&#8217; to select all, or @project to notify everyone in the MarkUp. These time-savers make text formatting, navigation, and collaborating in a MarkUp a breeze. Get the full list <a href=\"https:\/\/support.markup.io\/hc\/en-us\/articles\/14212990395795-Can-I-use-keyboard-shortcuts-in-MarkUp-io-\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>!<\/p>\n\n\n\n<p><strong>Use the &#8220;on this page&#8221; filter<\/strong>: Sifting through a mountain of comments from different pages of a multi-page website can be a bit much. That&#8217;s where the <strong>on this page filter<\/strong> comes in. It lets you zero in on the comments relevant to the page you&#8217;re currently tackling. This sweet feature keeps your review process neat and tidy and your feedback on point.&nbsp;<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"640\" src=\"https:\/\/assets.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-on-this-page.png\" alt=\"Screenshot showing the 'On this page' filter that allows users to view only the comments relevant to the page they're currently reviewing.\" class=\"wp-image-202464\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-on-this-page.png 960w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-on-this-page-300x200.png 300w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-on-this-page-768x512.png 768w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><figcaption class=\"wp-element-caption\"><em>A comment that&#8217;s actually about this page? Who knew!?<\/em><\/figcaption><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"web-developers\">Automating tasks &amp; facilitating content reviews for low-code web developers <strong>\ud83d\udcbb&nbsp;<\/strong><\/h2>\n\n\n\n<p>Building a low-code website is no easy feat.&nbsp;<\/p>\n\n\n\n<p>And leaving feedback on a live website while real-time changes are being made can be like trying to hit a moving target. \ud83c\udfaf<\/p>\n\n\n\n<p>But there\u2019s good news! By combining some of the tools in your arsenal with MarkUp.io, you can actually make collecting website feedback way, <em>way<\/em> easier.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Tools used with MarkUp.io<\/h3>\n\n\n\n<p><strong>Automation tool:<\/strong> Zapier<\/p>\n\n\n\n<p><strong>Site\/content building tools:<\/strong> Webflow, WordPress, Ceros<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"880\" height=\"1762\" src=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-low-code.png\" alt=\"Diagram showing how to automate tasks and facilitate content reviews for low-code web developers. \" class=\"wp-image-202479\" srcset=\"https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-low-code.png 880w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-low-code-150x300.png 150w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-low-code-511x1024.png 511w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-low-code-768x1538.png 768w, https:\/\/www.markup.io\/app\/uploads\/2023\/09\/markup-io-workflows-low-code-767x1536.png 767w\" sizes=\"auto, (max-width: 880px) 100vw, 880px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>When it comes to gathering feedback on website builds, automation is a trick you really can\u2019t afford to miss.&nbsp;<\/p>\n\n\n\n<p>It shifts the focus of low-code web development from repetitive tasks and endless content reviews to creativity and critical thinking.<\/p>\n\n\n\n<p>So, when you combine the power of MarkUp.io with automation, you enable your tools to do most of the heavy lifting.<\/p>\n\n\n\n<p>But where do you start? Our <a href=\"https:\/\/support.markup.io\/hc\/en-us\/articles\/14420514195603-Zapier-x-MarkUp-io-Integration\" target=\"_blank\" rel=\"noreferrer noopener\">Zapier integration<\/a>, of course!<\/p>\n\n\n\n<p>Zapier is an incredibly useful automation tool. It allows you to integrate MarkUp.io with a whopping 5,000+ web applications, so you can automate your repetitive daily tasks without writing a single line of code. \ud83e\udd2f&nbsp;<\/p>\n\n\n\n<p>You can set up Zaps to:<\/p>\n\n\n\n<p><\/p>\n\n\n\n<script type=\"module\" src=\"https:\/\/cdn.zapier.com\/packages\/partner-sdk\/v0\/zapier-elements\/zapier-elements.esm.js\"><\/script>\n<link rel=\"stylesheet\" href=\"https:\/\/cdn.zapier.com\/packages\/partner-sdk\/v0\/zapier-elements\/zapier-elements.css\">\n<zapier-zap-templates theme=\"light\" ids=\"1197769\" limit=\"5\" presentation=\"row\" use-this-zap=\"show\"><\/zapier-zap-templates>\n\n\n\n<p><\/p>\n\n\n\n<script type=\"module\" src=\"https:\/\/cdn.zapier.com\/packages\/partner-sdk\/v0\/zapier-elements\/zapier-elements.esm.js\"><\/script>\n<link rel=\"stylesheet\" href=\"https:\/\/cdn.zapier.com\/packages\/partner-sdk\/v0\/zapier-elements\/zapier-elements.css\">\n<zapier-zap-templates theme=\"light\" ids=\"1197274\" limit=\"5\" use-this-zap=\"show\"><\/zapier-zap-templates>\n\n\n\n<p><\/p>\n\n\n\n<script type=\"module\" src=\"https:\/\/cdn.zapier.com\/packages\/partner-sdk\/v0\/zapier-elements\/zapier-elements.esm.js\"><\/script>\n<link rel=\"stylesheet\" href=\"https:\/\/cdn.zapier.com\/packages\/partner-sdk\/v0\/zapier-elements\/zapier-elements.css\">\n<zapier-zap-templates theme=\"light\" ids=\"1197316\" limit=\"5\" presentation=\"row\" use-this-zap=\"show\"><\/zapier-zap-templates>\n\n\n\n<p><\/p>\n\n\n\n<p>&#8230;And more!<\/p>\n\n\n\n<p>The easiest way to do this? <a href=\"https:\/\/www.markup.io\/blog\/zapier-templates\/\" target=\"_blank\" rel=\"noreferrer noopener\">Zap templates<\/a>. Get the <a href=\"https:\/\/zapier.com\/apps\/markupio\/integrations#zap-template-list\" target=\"_blank\" rel=\"noreferrer noopener\">full list here<\/a>!<\/p>\n\n\n\n<p>This not only saves time but also ensures that no feedback gets overlooked.<\/p>\n\n\n\n<p>Imagine you&#8217;re part of a dynamic team that crafts and manages custom websites. Nestled within a dedicated Workspace, your team has carefully devised a strategy to streamline client collaboration and feedback management. This means you&#8217;re championing the use of dedicated Folders for each client, integrating those handy project management tools, and harnessing the power of MarkUp.io&#8217;s real-time website review features.<\/p>\n\n\n\n<p>This approach puts an end to the marathon of email exchanges and sets up a centralized stage for gathering feedback during the course of website maintenance. It&#8217;s all about keeping things efficient, organized, and on point!<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How your tools work together<\/h3>\n\n\n\n<ol class=\"wp-block-list\">\n<li>First off,&nbsp;<strong>ensure you&#8217;re in the correct Workspace<\/strong>&nbsp;(especially if you&#8217;re juggling a few).&nbsp;<strong>Set up a main Folder dedicated to each client<\/strong>&nbsp;you&#8217;re collaborating with.<\/li>\n\n\n\n<li>Within those main Folders, work your magic by&nbsp;<strong>creating Subfolders for different asset types<\/strong>.<\/li>\n\n\n\n<li>In your project management system, let your project manager do their thing by&nbsp;<strong>assigning the right tasks to the right people<\/strong>.<\/li>\n\n\n\n<li>Now, it&#8217;s MarkUp.io time!&nbsp;<strong>Cruise over to the Workspace <\/strong>and<strong> create a Folder\/Subfolders<\/strong>&nbsp;to house all the assets for this client&#8217;s project.<\/li>\n\n\n\n<li><strong>Drop the URL of the website&#8217;s staging link in the Subfolder<\/strong>. Ta-da! You now have a Website Markup.<\/li>\n\n\n\n<li><strong>Invite the client to review the Website MarkUp as a Guest user<\/strong>. This way, they won&#8217;t have access to everything in your Workspace.<\/li>\n\n\n\n<li>Once the client&#8217;s done leaving comments, it&#8217;s your team\u2019s time to shine.&nbsp;<strong>To stop the client from leaving more feedback on the Website MarkUp, toggle off the share link<\/strong>.*<\/li>\n\n\n\n<li><strong>Make changes for the client<\/strong>. Toggle the MarkUp access back on and&nbsp;<strong>fire over that link once more for another revision round<\/strong>.<\/li>\n\n\n\n<li><strong>Rinse and repeat <\/strong>until you&#8217;ve caught every bit of feedback.<\/li>\n<\/ol>\n\n\n\n<p>Want an extra touch of efficiency? Of course, you do. Here\u2019s how to set up a Zap using Zapier:<\/p>\n\n\n\n<p><strong><em>\ud83d\udca1<\/em><\/strong><em> Always set up a Zapier account before you start working on a project that includes tasks that need automation. While Zapier can do many things, it can\u2019t automate projects already started. \ud83e\udd37<\/em><\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Log into your <strong>Zapier accoun<\/strong>t.<\/li>\n\n\n\n<li>Find the <strong>Make a Zap<\/strong> button in the top left corner.<\/li>\n\n\n\n<li>Make MarkUp.io the <strong>trigger app<\/strong>.<\/li>\n\n\n\n<li>Choose the desired action (like <strong>MarkUp Created<\/strong>) as the trigger event.<\/li>\n\n\n\n<li>Link your <strong>MarkUp.io account.<\/strong><\/li>\n\n\n\n<li>Select your project management tool (let&#8217;s say monday.com) as the <strong>action<\/strong> <strong>app<\/strong>.<\/li>\n\n\n\n<li>Choose an action, like <strong>Create Item<\/strong> or <strong>Update Item Name<\/strong> to seamlessly sync the MarkUp with your project management tool.<\/li>\n\n\n\n<li>Test your Zap to ensure perfect synchronization. Once you&#8217;re satisfied, <strong>launch the Zap <\/strong>and<strong> watch the collaboration between MarkUp.io and your project management tool unfold seamlessly.<\/strong><\/li>\n<\/ol>\n\n\n\n<h3 class=\"wp-block-heading\">\ud83d\udca1MarkUp better<\/h3>\n\n\n\n<p><strong>Fix bugs collaboratively. <\/strong>When it comes to ongoing website maintenance, leverage the power of shared Website MarkUps. Whenever your client spots a pesky bug, they can drop a comment directly onto the MarkUp and tag the right folks to swoop in and fix it. This way, you&#8217;ve got a dynamic, collaborative feedback loop that ensures swift resolutions and keeps your client\u2019s website shining bright. \ud83d\ude80<\/p>\n\n\n\n<p><strong><em>\ud83d\udca1<\/em><\/strong><em> We can\u2019t take the credit for this awesome tip\u2013it\u2019s an insight borrowed from the workflow of Webflow developers, <\/em><a href=\"https:\/\/www.flowgurus.co\/\" target=\"_blank\" rel=\"noreferrer noopener\"><em>Flow Gurus<\/em><\/a><em>. Thanks for being such kick-ass users!<\/em><\/p>\n\n\n\n<p><strong>Streamlining approval notifications. <\/strong>Using our Zapier integration (and a paid Zapier account), you can actually set up a template that will notify you whenever a MarkUp is ready for sign-off. So you automatically have a record in Asana of what\u2019s been approved. Set up a Trigger from MarkUp.io for \u2018Comment created\u2019, select \u2018Filter by Zapier\u2019 as the Action, and then set the Filter as \u2018Data Comment First Message Text.\u2019 You can then set the message text to \u2018Approved\u2019 and the second Action to \u2018Create story in Asana.\u2019 Then whenever your reviewer comments the word \u2018Approved\u2019 in a MarkUp, you\u2019ll get a notification that it\u2019s ready to go!<\/p>\n\n\n\n<p><strong>Use the Chrome extension<\/strong>. Speed up your workflow by creating Website MarkUps seamlessly right from your browser. What\u2019s more, by installing <a href=\"http:\/\/www.markup.io\/blog\/how-to-annotate-on-google-chrome\" target=\"_blank\" rel=\"noreferrer noopener\">MarkUp.io\u2019s Chrome extension<\/a>, your screenshots will upload much more quickly!<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Later gator!<\/h2>\n\n\n\n<p>Now that you know how to sync your tools up with MarkUp.io, there\u2019s no stopping you! \ud83d\udcaa<\/p>\n\n\n\n<p>We&#8217;re constantly working on new integrations to make your creative stack even more efficient. To stay updated on our latest integrations or share your experiences with MarkUp.io, <a href=\"https:\/\/bit.ly\/3HasZvA\">join our vibrant community<\/a> and say hi!<\/p>\n\n\n\n<p>And if you wanna see what all the feedback fuss is about, sign up for your <a href=\"https:\/\/app.markup.io\/signup?trial=true?utm_source=website&amp;utm_medium=markup-blog&amp;utm_campaign=markup-io-workflows&amp;utm_content=free-trial\" target=\"_blank\" rel=\"noreferrer noopener\">30-day free trial!<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ah, &#8216;feedback.\u2019 A word that probably sends shivers down your spine. Unless, of course, you\u2019re using MarkUp.io! \u2728 That\u2019s because anyone who uses the platform knows that MarkUp.io makes feedback\u2013and team collaboration\u2013as easy as pie.&nbsp; But getting projects over the finish line isn&#8217;t just about reviews. It&#8217;s about integrating the right tools seamlessly to ensure &hellip; <a href=\"https:\/\/www.markup.io\/blog\/markup-io-workflows\/\">Continued<\/a><\/p>\n","protected":false},"author":101,"featured_media":202473,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-202454","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-uncategorised"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Make the most of MarkUp.io: Workflow tips for creative teams - Markup.io<\/title>\n<meta name=\"description\" content=\"Learn how MarkUp.io complements existing creative workflows by integrating with tools like Adobe CC, Figma, Slack, Asana to streamline collaboration &amp; feedback.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.markup.io\/blog\/markup-io-workflows\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Make the most of MarkUp.io: Workflow tips for creative teams - 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