Hi everyone. Uh, welcome to the Working with Colleagues section. Uh, this video is kind of like all the little tips and tricks that you can use to help with that sharing process with other designers, other people in your organization. There's useful widgets, loads of shortcuts, lots of preferences you can turn on and off when you're working with a big team. Right? Let's jump in.
Alright, so the easiest way to connect with either clients or colleagues, okay? About a file is using the comment tool. KC is the shortcut and you can leave comments, okay? And you switch to this tool here and you'll see all the previous comments. You can click on them, move around. If you have got a team that is comment happy and there's just comments everywhere, a handy shortcut is shift C, toggle on, toggle it off.
They don't disappear, they just kind of disappear visually. Very true. Comments are designed to be unintrusive, they're useful, but sometimes you need the big guns. You need a giant post-it note. Um, so if you go to widgets, okay, so there's some really good widgets. I'm gonna put in the word sticky and there's a couple that are up here.
Um, both of these are pretty good. I'm gonna use the annotations one. I like this one mainly because it has the little bubble extras. Watch this bottom left. Can you see it has that little thing, why that's important. I'm not sure.
You can have your name in there as well. Okay? Add your note and pick a color. Very important Post-it notes should be yellow, so I'll leave it like that. And just when you're laying it out, just be careful. We'll use some of our figma shortcuts because if you're dragging this around, so grab the title, drag it around, it'll go inside of frames and it's probably better just to sit on top of them.
Okay? So watch this. When I'm dragging it, I'll hold my space bar, okay? And that'll mean it won't jump inside of a frame and I can use it to kind of mark up things a little easier. Okay? So that's the first widget.
The other one that's kind of handy is A to-do list. Okay? Knowing you've still got work to do, I love working from A to-do list. I've got them everywhere. Same thing, widgets and just type in to-do. There's a nice one called little to do.
Okay? And it does exactly what you would imagined add a to do. Okay? Add it in so that other people know what you're working on. You might use it for yourself as well, just as a little checklist on the file. Especially handy when you have to kind of go away from it for, I dunno, a holiday work on some other project.
You know, you can come back and it's all kind of tied in together. Again, this is just a little module you can move anywhere. I find that's a handy widget when you are sharing documents with your other colleagues. Okay? You can hit share, right? And copy the link, send them an email.
What I find really handy is I'm gonna jump to my main components document. Let's say that I'm talking about the buttons. Instead of sending them just to this file, that's everywhere, I can say click on this section. Okay? I can go to share and there's an option here that says link to current section. So if I grab that link past it in a Google Doc, okay, can you see it links directly to that section, not just the whole document.
Great. When you're linking, like especially via email and you wanna point somebody the right direction, you wanna have to say on page four in this section you can link directly to it. Um, it doesn't have to be a section You can link to anything you want. This module there, the same thing happens, okay? It doesn't matter what you have selected, it will link directly to it. Alright, this brings up a good point.
When there's multiple people using a central design system, there might be lots of little arrows around or you might be running a meeting and there's everybody on the file and there's like arrows running everywhere. I find it handy to go command, go to quick actions and if you type in multiple curses, it's on by default. There is a shortcut that I'll never remember, but I can turn it off and it just means even though there might be 10 people in the meeting that you are kind of demoing this to, you can turn them all off. Other thing you can do if you are presenting is you can go up to here and go to the spotlight Me. And what that just means is everybody that is still in this document, like I've gotta open on a couple of computers, my PC laptop over here and I have it open in the browser. What that means is that they will see the zoom level and the positioning of where you are.
So if I zoom in here, everyone else viewing this will be in the same Zoom level. Looking at the same thing makes it really easy for presenting. So have a look at the desktop view. Can you see it's move? Let's actually do a little test moving around here. This other instance of it, okay?
It doesn't matter if it's you at the moment, that's another version of me, but it might be your whole team. If you say to this option in here, follow me. They all follow along, they can ignore it and you can stop it afterwards. Next thing is to do with notifications. They are great sometimes and then sometimes not. I've got the desktop app.
So one of the perks is you have this little module that runs, that appear. When people add notes to your Figma file, you can have conversations through it. Sometimes though you are just part of a file, say the main styles, you don't actually need to be part of the conversation. There's lots of people talking about it and you just wanna get off it hands up whose email is full of figment notifications that aren't relevant to them. Okay? What you can do is you can go into your account settings, either in the website or here in the desktop app and go into notifications, kind of spend a little time deciding on what you want to come through to you.
It'll depend on your role in the document, okay? Often you just need things like, I only want if I've been mentioned directly or replied to one of my comments, or we can do them off and utilize something like the desktop app version of Figma. That's the only way to get the notifications through here. The other thing to consider when you are sharing is I've got this and I want to share this, okay? The way that you set this up when you're sharing the link, okay? You can share both the design file and the prototype.
You wanna share the prototype so they don't go to the design file better for clients, but also your other team members. What you can do is whatever you set in here will be remembered with the link. What I mean by that is if I say set to actual size and then hit share, it will open on the other person's computer at actual size, not in the fit to screen. Same with the Chrome. So I go back to here, I go to prototype and I say, actually I want it to preview in the iPhone 14, but I want to use the red version. Now if I go and preview, if I make those changes and share the prototype, it'll Appear red in theirs.
So just be mindful, get it the way you want before you hit the share prototype. Oh, last shortcut I just remembered is command or control L. Okay? And you can see whatever you are on it will share a link to that. You don't have to go through the whole hassle of going this and then clicking on that. Okay?
Command or control L, Mac or pc, okay? The same for both prototypes and design view. Okay? If I've got this selected and I go command L on my Mac, control L on a pc, can you see it is linked to that frame. Now if it paints this into a browser, you see it's linked directly to this page here. I'll go and add that one now to the uh, shortcut sheet before I forget.
Alright, so that is all the kind of like small little bits, the kind of tips and tricks for sharing with clients and there's loads more kind of substantial tips and tricks working with colleagues. And we'll cover those in the next few videos.