Stakeholders
Collect upvotes and comments from clients and execs on a shared notebook, or give them guest access to your team.
Clients, execs, and other teams can weigh in on your work in two ways. Send them a notebook link if they just need to react to a set of ideas. Invite them as a guest if they need to look around your team over time.
Run a feedback round on a notebook
Share the notebook first, then set up the feedback options in the same Share dialog:
- Share message: a note that shows at the top of the shared page, such as what you want them to look at and by when.
- Feedback round: when it's on, visitors can upvote and comment. Turn it off to pause all feedback; the shared page then says feedback is closed.
- Auto-close date (optional): the date feedback closes by itself. Visitors see a countdown until then.
What stakeholders can do
On the shared notebook, a stakeholder can:
- Read each gap, opportunity, and idea you shared, grouped under the opportunity or gap it came from.
- Click Details on a gap to open a live preview of the page it's on (or, when there's no page to show, the reasons behind the recommendation).
- Upvote an item with the thumbs-up button.
- Comment on a single item, or leave a comment on the whole notebook.
- Sort the list by Impact or Upvotes.
The first time they try to upvote or comment, Spar asks "Who are you?" and sends a verification link to the email they enter. People with a Spar account can sign in instead. Every comment shows the commenter's name.
Upvote counts show on each item in your notebook in Spar, so you can see what the room liked before you plan the next round of tests on the Board.
Invite someone as a guest
If a stakeholder needs ongoing access, invite them to your team with the Guest role. Spar describes it as "Read-only access to view tests and results, plus viewing and commenting on notebooks." A guest takes up a seat on your plan like any other member. See Team for how to invite people.
Last updated on