✔ Available (with
limits) on all per-user based
subscriptions
See "Feature limits" for
more information.
| What | Create proofs to
manage assets
(either client work or internal)
from creation to revision to final
approval. |
| Why |
|
| Who |
|
| When | As a project manager, you
want to interact with
and gather feedback from
clients. Create
a proof each time
client work needs
approval and invite
the
client as a reviewer
or
approver
(whichever
is
appropriate for your
workflow). As a
designer,
you
want your team to
collaborate
on product design
enhancements.
Create a
proof
for each new
design
and
invite
key internal
stakeholders
to
review and
approve. |
| What | Create proofs to
manage assets
(either client work or internal)
from creation to revision to final
approval. |
| Why |
|
| Who |
|
| When | As a project manager, you
want to interact with
and gather feedback from
clients. Create
a proof each time
client work needs
approval and invite
the
client as a reviewer
or
approver
(whichever
is
appropriate for your
workflow). As a
designer,
you want your
team to
collaborate on
product
design
enhancements.
Create a
proof for each new
design
and
invite key
internal
stakeholders to
review
and
approve. |
🎓 Learn in-app: How proofs work
Feature
limits
Teamwork.com
plan | Number
of active proofs per
month |
|---|---|
| Free Forever | 5 |
| Starter | 10 |
| Deliver (& Pro) | 20 |
| Grow (& Premium) | 50 |
| Scale (& Enterprise) | Unlimited |
Teamwork.com
plan | Number
of active proofs per
month |
|---|---|
| Free Forever | 5 |
| Starter | 10 |
| Deliver (& Pro) | 20 |
| Grow (& Premium) | 50 |
| Scale (& Enterprise) | Unlimited |
Proofs explained
Proofs allows users to manage a
proof's entire lifecycle from creation to
revision to final client approval.
Create proofs in Teamwork.com, then
invite key stakeholders (including your
clients) to review
and approve the
proof. Your
clients don't need to be added to your
Teamwork.com site in order to access the proofing
tool and
contribute to the proofing process.
Whether the file in question is an
offline document located on your computer or
is an online document, add it to a proof for review
and
approval. You choose the
source (options described below) that best
fits your
workflow.
📝 Proof files do not
count towards
your Teamwork.com storage usage.
| Proof source | Description |
|---|---|
| File | Upload an individual file from your
computer. Supported
file
types:
|
| Link (to file) | Add a URL link to an
individual
file. Commonly
used link
sources:
📝 Comment
annotations, file downloads,
and fit to screen are not
available when proofing
links. |
| Proof
source | Description |
|---|---|
| File | Upload an individual file from your
computer. Supported
file
types:
|
| Link (to file) | Add a URL link to an
individual
file. Commonly
used link
sources:
📝 Comment
annotations, file downloads,
and fit to screen are not
available when proofing
links. |
- Select Proofs in
Teamwork.com's main navigation
menu. If it's not pinned,
you'll find Proofs under the ...More option.
- Click + Add proof.
- Set a name for the proof.
- Choose a project to associate with the proof.
- Link the proof to a specific task. This one's optional, but we recommend it if the proof is related to work being done on a task.
- Assign a due date (the date the
proof should be approved
by).
- Choose the proof source:
- File: Click Upload a file, then drag and drop one file (or browse your computer).
- Link (to file): Click Add a link, then paste the file link.
- Invite a person to review or approve:
- Enter the person's email address. You can add non-Teamwork users and they'll receive an email which provides access to what they need directly in the proofing tool without needing access to your Teamwork site.💡 If there's an existing Teamwork.com user matching the name or email you enter, they'll populate in the dropdown for selection as you type.
- Assign the person's permission level. Don't worry, you can add more people with different permissions in step 10. Permission levels:
- Can review: Allow the
person
to view the proof in the
proofing tool and
leave feedback comments. This is the default
selection.
- Can approve: Allow the person to view the proof in the proofing tool, leave feedback comments, request changes to the proof, and approve the proof.⚠️ If you add multiple approvers to a proof, they must all give their approval before the proof's status changes to approved.
- Click Add another to add additional people to the proof's reviewers and approvers. Another invite row is added where you can enter the person's name or email address (as you did in step 8), then select a corresponding permission (as you did in step 9).
💡 Change your mind? Click the trash can to remove a reviewer or approver row. - Review the permission levels assigned to each person and click the current permission to update if necessary.
- Click Add proof.
The proof is created and
given an In review status.
- Invites are sent to
the
selected reviewers
and
approvers with
a
direct link they can
use to access the file
in the dedicated proofing
tool.
- The proof is also
listed in the Proofs area in
Teamwork.com,
accessible
to existing members of
your Teamwork.com
site.
Best
practices
- Keep it contextual:
Link each
proof to the corresponding
task where
you're tracking the
work.
- Add only necessary
approvals:
Only add people whose approval is
actually required as
approvers. Make
anyone else a reviewer.
- Iterate through
versioning: As
the proof creator, action
approvers'
requested changes then upload
a new version of the
proof for
subsequent
review.