We get that each team has different needs, use different tools for management and communication and is just unique depending on its products, people and customers.

That's why in Sympli you can find several options and features that you can use to integrate with your current workflow, improve it or totally create a new one.

If you’re still unsure of what Sympli does or how to start, you can take a look here to find guides on creating projects, using our design plugins and exporting assets.

Here are some examples of how you can set up a good workflow and hand-off process with our features:

Using annotations

In Sympli you can add comments to your designs and set up a review workflow with this feature. 

You can make as many annotations as you need on each design.

You can even mark them as resolved, so you can treat them like tickets. As shown below, a resolved comment will change its bubble color to white, so you can easily filter what's done and what's pending.

You can also assign color codes to your annotations bubbles. Color codes are great to identify different kinds of comments, so your team can internally create a code based on the set of colors we provide, for example: 

  • Red comment - feedback from stakeholders
  • Yellow comment - feedback from QA
  • Green comment - feedback from customers
  • Blue comment - Links to external documentation

The best thing is that you can tag your teammates directly in the comments by typing an "@" before their names. They'll receive a notification in their Sympli account and in their email if they have them enabled

All the collaborators in a project can see the annotations, no matter their role in it. 

Using tags

You can use tags in your designs to group them by their statuses. See example below that show them grouped by "To-Do", "In Progress" and "Done" tags

You can even invite your collaborators to see designs filtered by a tag. For example, you can invite the developers to your project with an applied filter so they’ll see the screens that are "Done", therefore avoiding confusion with unfinished screens.

If you use Sketch, you can create tags and tag screens directly in there, click here to see how.

Using our Jira integration

The Jira integration is one of our key features for Enterprise and Business customers. We support both Jira Software Server and Jira Cloud, so with whatever set up your company has, you'll be able to integrate Sympli to your Jira projects and link design screens to your tickets. 

To integrate your Jira projects to your Sympli account, you’ll need an access token generated when you install the Sympli add-on from Atlassian Marketplace. In your Sympli profile, paste this token in the corresponding field.

Once you’ve allowed the “Sympli” user that is created during installation to access your projects, you’re all set!

In any of your projects owned by an Enterprise or Business account, you’ll be able to select designs, click on “Link to Jira” and type in the Jira ticket(s) you want to link them to:

You can see linked Jira issues in the right menu of the design screen:

In Jira, you’ll see the screen(s) attached to the ticket:

And all comments logged in the Jira ticket will be available directly in Sympli:

Collaboration and workflows within design teams

With our second product, Versions -- a version control tool for Designers, you can create transparent workflows to streamline team collaboration on design mockups  

Click here to check it out!

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If you'd like to request a demo of Sympli and/or Versions, shoot us an email to contact@sympli.io. We'd be happy to help you find your way around our products and how they can fit in your workflow.

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