Obtain feedback from customers

Written By Janina

Last updated 6 months ago

In Proyex, customer feedback is not provided via tasks or comments, but via revisions.

Revisions ensure that:

  • Feedback is clearly bundled

  • Approvals are documented in a traceable manner

  • Deadlines are binding

  • nothing is lost in the project

🧭 Important to note

A revision is not automatically created when you:

  • complete a task

  • or finish a milestone

Feedback is only collected if you actively create and publish a revision.

Step 1: Create a review in the project

Revisions are always created directly in the respective project.

Here's how to do it:

  1. Open the desired project

  2. Click on "Revisions" in the menu

  3. Select "Create new revision"

Now you can create the revision.

Step 2: Configure the revision

When creating the revision, enter the following information:

  • Title of the revision (e.g., "Logo designs round 1")

  • Optional: Description (e.g., notes or context)

  • Deadline (required field)

The deadline determines how long your client has to review the delivery.

👉 If the customer does not respond within this period, the revision is automatically considered accepted.
Your customer will receive reminders by email during this time.

Step 3: Upload files

In a revision, you can:

  • add a description

  • upload one or more files

  • add files up to 100 GB

Typical example:
You upload design drafts as a presentation PDF and ask for approval.

Important:
Customers cannot comment on individual files, but give their feedback on the revision as a whole.

Step 4: Publish the revision

Once you have everything ready, publish the revision.

Only then will it be visible to the customer.

You can:

  • publish a revision

  • withdraw the publication

Once it is published, the customer will see the following message:

"Please check the delivery and submit your feedback by [date]."

Step 5: How the customer provides feedback

The customer can:

  • Leave a comment in the text field

  • approve the revision

  • or reject the revision

The customer must leave a brief comment before accepting or rejecting.

All changes and feedback are documented in the change log.

What happens next?

✅ If the customer approves

  • The revision is complete

  • You can continue working on the project

  • You can optionally store the final files permanently in the "Files" area

❌ If the customer rejects

In this case, it makes sense to:

  • to implement the adjustments

  • then start a new revision

This keeps feedback rounds clearly separated.

You should clarify with the customer in advance how many revisions are possible (e.g., "3 revisions included").

Maintaining an overview as a customer

Your customer can find all revisions in the project under the menu item "Revisions."

There they will see:

  • Status (open, approved, rejected)

  • Creation date

  • History in the change log

This allows your customer to keep track of open deliveries at all times.

Why feedback does not run via tasks

In tasks, customers can:

  • Upload files

  • Change status

However, they cannot write comments there.

Revisions are therefore the only way to provide structured feedback.

💡 Good to know

  • Revisions are not created automatically. You must actively create them.

  • Name revisions clearly (e.g., "Web design homepage – Round 1").

  • Before the project starts, determine how many revisions are included so that there are no disagreements between you and your clients.

  • Use deadlines consciously to avoid unnecessary delays in projects.

  • Feedback always belongs in revisions, not in emails or messengers.

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