How do I create a feedback board?

Open Feedback in the sidebar, click Create board, add a PDF or images, and click Create board again.

Updated Oct 28, 20262 min read

Open Feedback in the sidebar, click Create board, add a PDF or images, and click Create board again.

Steps

  1. In the sidebar, click Feedback.

  2. Click Create board.

  3. Choose PDF or Images.

  4. Add your files: upload from your device or pick them from your library.

  5. Optional: add a password or require an email before the board opens.

  6. Optional: set a deadline (a future date and time). After it, nobody can comment.

  7. Click Create board.

  8. Copy the link, or enter email addresses to send it.

The board's name is the first file's name, or "N files" for several files.

Add more later

  • Add file (the three-dot menu on the board) adds another file of the same kind. You can pick it from your device, your library, and Dropbox or Google Drive when those are enabled.

  • Add version replaces the current file with a new one.

If it does not work

  • "Free workspaces can have 5 active boards": archive a board you no longer need, or upgrade.

  • The file is refused: a board holds PDFs or images only, not both.

  • The file is too large: check the transfer size and storage on your plan.

Limits

Creating a board needs the permission to create and share files. Free: 5 active boards (archived boards do not count).

Related

Share a board · Deadlines and closing feedback · Feedback plans and limits

Next: share the board with your reviewers.

More in Feedback

Feedback plans and limits

Feedback is part of your Tarkle plan. Free workspaces can have 5 active boards. Pro and above have no limit.

How do contacts see boards in the client portal?

A contact with a portal login sees every board shared with them in Feedback in the portal sidebar, with a status for each.

How do deadlines, reminders and closing feedback work?

A deadline closes feedback automatically. You can also close it yourself with Disable comments. A closed board stays open to read.

How do I let viewers download a board?

In the board's three-dot menu, click Allow downloads. Viewers then get a Download button that saves the board's files as a zip.

How do I manage comments: statuses, assignees and filters?

Open a comment to set its status, assign it to a teammate and reply. Use the filters above the list to focus on what is open.

How do I share a board, and who can see it?

Copy the board's link and send it, or use Share → Share by email. Anyone with the link can review it, unless you add a password or require an email.