Creating Your First Project

A project is where all the feedback for one website or video lives. Creating one gives you a dashboard where pins, comments, and tickets are collected, and it produces the widget you install so reviewers can start dropping notes.

Web project or video project

Before you create anything, decide which kind of project you need — the choice changes how reviewers leave feedback.

•Web project — reviewers click any spot on your live site and drop a pinned note. Pinpoint captures the screenshot, page URL, browser, and viewport automatically. This is the default and the most common choice.

•Video project — you upload a clip and reviewers leave time-stamped notes at exact moments. Choose this when the thing being reviewed is a video rather than a page.

Creating a web project

1.From your dashboard, start a new project.

2.Give the project a name — most people use the client or site name so it's easy to find later.

3.Enter the site URL reviewers will comment on. This can be a staging or a production address, such as https://staging.acme.com.

4.Create the project. You land on its dashboard, where the widget install snippet is waiting for you.

Creating the project alone does not put the widget on your site. You still need to paste the install snippet into your site so reviewers can drop pins — that step happens next, on the widget setup screen.

On the new project's dashboard, open the widget setup screen. Pinpoint gives you a ready-made snippet along with an install plan that names exactly where the code goes for your framework. Paste it into your site, then deploy the change.

Once the change is live, use the verify option to confirm the widget is actually running on your URL. Verification checks a publicly reachable address — a page still only on your own machine can't be reached, so publish first, then verify.

What you'll find on the dashboard

After creating a project, the dashboard becomes your home base for everything tied to it:

•The feedback board, where pins and notes arrive as they're left, viewable as a list or as a Kanban board across status lanes.

•Widget setup, to grab or re-copy the install snippet and customize how the widget looks.

•Members, where you invite clients and teammates and set what each can see.

•Connected apps and project analytics for syncing feedback and tracking activity.

Dropping your first pin

With the widget live, open your site and click any spot on the page to leave a pinned note. That first pin appears back on your project dashboard right away, confirming that feedback is flowing end to end. From there you're ready to invite reviewers and start tracking everything to done.

Related topics: Setting Up the Widget, Inviting Members and Setting Access, Tracking Feedback to Done.

Creating Your First Project

Web project or video project

Before you create anything, decide which kind of project you need — the choice changes how reviewers leave feedback.

•Video project — you upload a clip and reviewers leave time-stamped notes at exact moments. Choose this when the thing being reviewed is a video rather than a page.

Creating a web project

1.From your dashboard, start a new project.

2.Give the project a name — most people use the client or site name so it's easy to find later.

3.Enter the site URL reviewers will comment on. This can be a staging or a production address, such as https://staging.acme.com.

4.Create the project. You land on its dashboard, where the widget install snippet is waiting for you.

What you'll find on the dashboard

After creating a project, the dashboard becomes your home base for everything tied to it:

•The feedback board, where pins and notes arrive as they're left, viewable as a list or as a Kanban board across status lanes.

•Widget setup, to grab or re-copy the install snippet and customize how the widget looks.

•Members, where you invite clients and teammates and set what each can see.

•Connected apps and project analytics for syncing feedback and tracking activity.

Dropping your first pin

Related topics: Setting Up the Widget, Inviting Members and Setting Access, Tracking Feedback to Done.

Creating Your First Project

Web project or video project

Creating a web project

Getting the widget onto your site

What you'll find on the dashboard

Dropping your first pin

Creating Your First Project

Web project or video project

Creating a web project

Getting the widget onto your site

What you'll find on the dashboard

Dropping your first pin