General Settings
The General Settings page lets you configure your project, control the widget status, and manage installation.
Widget Status
Active Toggle
Control whether the commenting widget is active on your website:
- Enabled: Widget appears on your website (based on access settings)
- Disabled: Widget is completely hidden
Disabling the widget hides it from all users but preserves your existing comments and settings.
Feedback Round
Run feedback as a time-boxed round with a clear end date. This is useful for review cycles where clients should give input by a deadline.
End Date
Pick the date the round ends. Feedback closes at the end of that day (UTC). After it closes:
- Clients can no longer leave comments on the project
- You and your team can still comment as usual
Clear the date at any time to reopen the round.
Warn Before the End
When an end date is set, the widget can show a "feedback ending soon" message to visitors a set number of days before the deadline. Choose 1, 2, 3, 5, 7, or 14 days.
Email Notifications
Turn this on to email you and your team when the round is ending soon and again when it has ended.
- Also notify clients: when enabled, clients on the project receive the same emails. Add clients first, or there is no one to notify.
The round-end emails are separate from your regular new-comment notifications. See Notifications for those.
Project Configuration
Project Name & Domain
Update your project's name and associated domain:
- Click Configure
- Update the project name
- Update the domain URL
- Click Save
The project name appears in the dashboard navigation. The domain determines where the widget script will function.
Only workspace admins can change the project name or domain. Team leads see a notice in place of these controls. See Roles & Permissions.
Export Feedback (CSV)
Download website feedback as a spreadsheet directly from the project:
- Open Comments or Board.
- Click Export CSV beside Add comment.
- Choose All website feedback or Current filters.
All website feedback includes every visible status and all matching records, including comments below the fold. Current filters exports the complete filtered set; on Board, this option becomes available after background loading finishes. Both options exclude archived comments and asset feedback. The all-feedback export is also available in General → Export Feedback.
The file downloads immediately and includes one row per comment with: comment ID and number, status and when it last changed, priority, tags, title, text, page URL, created date, author name and email, assignee, reply count, the full reply thread, attachment count and available attachment links, whether a screenshot exists and its available URL, and the task link for connected integrations (Asana, ClickUp, Trello, and others).
Team leads can export feedback from the projects they are assigned to.
Screenshot and attachment URLs may expire. Refresh the project data and export again when you need current links. To include asset feedback, archived comments, or several projects, use MCP exports. Open MCP directly in the project sidebar to set up the external connection.
There is no PDF export of feedback yet. For a shareable summary, ask the AI Assistant for a report and download it as PDF.
Archive Project
Archiving is the way to hide a finished project without deleting anything. Archive a project when the work is done but you want to keep the feedback:
- Click Archive Project
- Confirm in the dialog
The project leaves your project list and the project switcher. Comments, settings, clients, and integrations are all kept.
Archived projects live in the Archive. Open it from the Archived projects link at the bottom of your project list, or go to /app/archive. Each row shows the project name, domain, comment count, and the date it was archived.
To bring a project back, click Unarchive in the Archive, or open the project's General Settings and click Unarchive. An archived project's settings pages stay reachable by direct link.
Archiving does not switch the widget off. The widget keeps loading on your website and visitors can still leave feedback. To stop collecting feedback, turn off the Active toggle under Widget Status before you archive.
Only workspace admins can archive or unarchive a project. Team leads do not see these controls. Archived projects are hidden from team leads and clients too.
Delete Project
Remove a project and all its data:
- Click Delete Project
- Type the project name to confirm
- Click Delete
Deleting a project permanently removes all comments, files, and settings. This action cannot be undone.
Only workspace admins can delete a project. Team leads do not see the Delete Project button; ask a workspace admin to delete it for you.
Installation Script
Adding to Your Website
Copy the script snippet and paste it into your website's <head> section:
- Find the script in the "Add to your website" section
- Click Copy to copy to clipboard
- Paste into your website's HTML
<head>tag
Script Loading Options
Choose how the widget loads:
| Option | Description |
|---|---|
| Param-based | Widget loads when ?feedback=true is in the URL |
| Always | Widget loads on every page |
Param-based loading is useful for staging environments or internal review.
Saving Changes
After adjusting settings, click Save in the bottom bar to apply changes. Click Discard to revert to the last saved state.