Pastel

Valentin Staykov

A collection of articles on how to use Pastel.

Using Pastel

A quick 1 minute video overview for teams and clients on how to get started with Pastel.

Basics of Using Pastel for Feedback

How to whitelist Pastel's IPs on your staging server.

Whitelisting Pastel's IPs

A Pastel canvas is what you use to get feedback on your website. All comments live within a canvas.

Reviewing Websites in Pastel

Learn how to get better feedback from your clients using Pastel.

Getting Feedback from Clients

Schedule automated reminders of feedback deadlines to keep clients on track, ensuring deadlines are met and feedback is provided on time!

Feedback Deadline Reminders

Get feedback on directly on top of the videos you’re producing. Comments are tied to specific timestamps.

Review Videos in Pastel

Use Pastel for more than just websites and get feedback on designs, documents, or anything else that's an image or PDF. 

Review PDFs and Image Files in Pastel

Get feedback and approvals on your marketing emails in Pastel. No more endless test emails, get input from anyone with a single link.

Review Marketing Emails in Pastel

View and comment on your website in various screen sizes.

Mobile View

Use our Bookmarklet and other quick shortcuts to save time and get feedback on any website or project.

Bookmarklet and Other Quick Shortcuts

Keyboard shortcuts in a canvas to help you fly through comments.

Keyboard Shortcuts

How to Install and Use the Pastel Chrome Extension with your Websites

Pastel Chrome Extension

Basics of Commenting in a Pastel Canvas

How To Use Pastel

Getting feedback from your team is essential. You can use Pastel to get better feedback from your team.

Using Pastel with your Team

Mention users in comments to get their attention at the right time.

User Mentions

Here's how to transfer a canvas from one user to another

Transfering Canvas Ownership

Teams

Keep your active list of canvases organized and decluttered by archiving old ones, while still having the option to restore them later.

Archiving and Unarchiving Canvases

Changing Canvas URL

Folders have been renamed to Projects. Share Projects the same way you share a canvas, but with additional control over who can access them.

Shareable Projects

Use projects in your dashboard to organize your canvases.

Dashboard Projects

Organize canvases related to the same project or client by creating nested projects within a project in your dashboard.

Nested Projects

Versions help keep your creative work organized by separating different rounds of feedback.

Managing Versions in Pastel

Use the  Finish Review button to get approvals on your work from clients, stakeholders, and teammates, all within the same canvas!

Approvals for Pastel Canvases (Finish Review Button)

Renaming canvases to make them easier to work with and deleting canvases when you're done with them

Renaming and Deleting Canvases

When sharing a Pastel canvas, you can control who has access to the canvas and set a password through the Share modal.

Canvas Visibility

Pastel Canvases

Leave private comments that are only visible to members of your team.

Private Comments

Leave private replies to comments that are only visible to members of your team.

Private Replies

Set comment statuses to keep track of progress from beginning to end.

Comment Statuses for Feedback

Pause commenting and schedule feedback deadlines on a canvas to keep revisions in scope and give yourself time to action existing feedback.

Pausing Comments & Feedback Deadlines

Edit text and make copy suggestions directly on top of your website in a canvas.

Editing Text in a Canvas

Delegate the workload in a canvas by assigning comments to specific people.

Assigning Comments

Feedback is only useful if you can act on it. Learn how to export comments left in Pastel to your favorite project management tool.

Exporting Comments

Add custom labels to comments to help keep things organized.

Labeling Pastel Comments

Attach a new image, revised copy, or any other asset you need to pass on to your team in a contextual comment.

Attaching Files to Comments

As a canvas owner or admin on the Studio and Enterprise plans, you have the ability to batch common actions to multiple comments at once.

Multi-Select Comments on Canvas Article

Search, sort, and filter canvas comments, or dashboard canvases to find what you need faster.

Search, Sort, and Filter Comments + Canvases

Pastel Comments

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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