Client Edits ClickUp Instructions
Find the “Add Task” button in the top right corner and press it. (Color of buttons may vary!)
A pop up will then appear where you can enter a “Task name” and description. The task name is what will show on list views so please keep it condensed. In the description, you can fill out any information that you need that will be helpful in my team replicating the issue. This includes (but is not limited to) text, links, screenshots, lists, files/attachments, etc.
That’s all you need to fill out! From here, our team will be reviewing the task you wrote and will let you know if there’s any questions, gaps, or issues replicating.
After you have your initial information, hit “Create task”
The task is now created and will be placed under “Empty” which means our team needs to review it. Once the task is created you can fill out additional information such as client priority, the URL, category, user role, and steps to reproduce the issue from this list view.
That is all that is needed to create a task – all the other functionality is used by our team internally. If you have any questions about any of the things you see our team doing, please feel free to ask your Project Manager and they can let you know what it’s being used for!
Once our team is done the task and it has gone through all internal checks, we will moved it to “Ready for Client”. If you are reviewing any task while it is moving through our internal QA process (Ready for Review, Validated (Lead), Confirmed (PM), Incomplete) please note that there might be changes still in progress.
That will change the little box next to the task name yellow to grab your attention. When we move it to “Ready for Client” we will tag you in the comment section on the task which will notify you that it’s ready to be looked at. Please note you should be reviewing the build link on an incognito browser to avoid issues with caching. If you do not see an issue resolved, please reach out and we will flush the caches on our side to see if that helps the situation.
There are three tabs at the top of the board. When you add a task, you can see them in “Submission”. When we have things for you to review, you can go to “Feedback / Review” and see the tasks ready for review.
After you are done reviewing, there is a status for “Client Feedback” where you can let us know if a further edit is required (“Review – Edit”), a discussion is needed (“Requires Discussion”), or if everything looks good mark it “Approved (Complete)”. Any edits or discussion you would like to have can be put in the comments. This will then flag the IP team to review your feedback. If we have any questions, we will reach out to you by tagging you in a comment.