PJ PageNotes

Description

PJ PageNotes turns a development site into a review space. Invite your client with a private link, and they can click (or tap) any heading, photo or button and leave a sticky note right on it. You see every note in one dashboard, reply in the same thread, and mark each one in progress or resolved.

For your client, it is three buttons: Add comment, View comments, Approve page. No WordPress account, no dashboard, no learning curve — and it works on a phone.

For you:

  • Click-to-comment sticky notes. Notes look like colorful Post-its and sit right on the element they’re about.
  • Notes stick to the element, not the screen position. Each note remembers the element itself (its place in the page, its text, image file, ID and classes). If you move a section, resize a heading or rebuild the layout, the note follows the element. If the element is gone, the note stays near its old spot and says so.
  • Whole-page notes for feedback that isn’t about one thing (« the page feels too long »).
  • Conversations. Reply on the page or from the dashboard; clients see your answers on the note. Authors can edit their own notes and replies (marked “edited”), and delete them until someone answers.
  • Status tracking. Open, In progress, Resolved — clients can reopen a note that isn’t done yet.
  • Page approval. Clients approve a page when they’re happy. If you edit the page afterwards, the approval is flagged « page edited since ».
  • One dashboard for all feedback across the site, filterable by status, page and reviewer, with bulk actions.
  • Tell clients apart. Every reviewer gets their own note color; designer replies are tagged.
  • Version awareness. Each note records the page address, the time, the screen width it was left on and the page’s version, so you can tell when feedback predates your changes.
  • Mobile feedback. Tap to place a note; notes and the comment list open as bottom sheets.
  • Branded HTML emails — a friendly invitation with a “Start reviewing” button and an optional personal message (with preview), plus notifications for new notes, replies and approvals, throttled so a burst of ten notes is one email.
  • Work mode. Hide the notes while you work, show them again in one click from the admin bar.

Private by design

  • Review links contain a random secret; only a keyed fingerprint is stored (the full link is kept for 15 minutes after you create it, so you can copy or email it). Links can expire, be replaced or be turned off at any time.
  • Opening a link sets a secure, HttpOnly cookie and immediately removes the secret from the address bar.
  • Notes are only ever sent to designers and valid reviewers, with no-store headers, so caches and CDNs never keep them.
  • Optional private review site: only designers and reviewers can see the website; everyone else gets a short « coming soon » message, search engines are asked to stay away, and the public REST API and feeds stay closed.

Works with page caching. The review script is part of the page for every visitor, and starts only for reviewers, so cached pages (WP Fastest Cache, WP Super Cache, W3 Total Cache, WP Rocket, CDNs) still work. Caches are purged automatically when you open or close a page for review.

PJ PageNotes adds nothing to your site’s front end for regular visitors beyond one small script and stylesheet on the pages you open for review.

Captures d’écrans

Installation

  1. Install and activate PJ PageNotes.
  2. Go to PageNotes Pages in review and open the pages you want reviewed (or use Open this page for review in the admin bar while viewing a page, or the Open for review action in the Pages list).
  3. Go to PageNotes Reviewers & links, enter your client’s name and create a review link. Copy it (it is shown once) or email it straight to them.
  4. Optional: in PageNotes Settings, turn on Private review site if the development site is publicly reachable.

Administrators and editors can always review and manage notes. To give a client a login instead of a link, create a user with the Client Reviewer role.

FAQ

Does my client need a WordPress account?

No. A review link is enough. If you prefer logins, give them the Client Reviewer role; they log in and land on the website, not the dashboard.

Can clients review unpublished drafts?

Only published pages can be reviewed. Most designers publish on the development site and turn on Private review site so the public can’t see it.

What happens to notes when I change the layout?

Notes are attached to elements, not screen coordinates. PageNotes first looks for the element where it was, checks it is still the same element (text, image file, ID), and otherwise searches the page for the best match. Only when nothing matches does the note fall back to its old position, marked with a dashed outline and « The original spot changed ». Notes on elements that are currently hidden (a closed menu, another slider slide) are listed in View comments.

I lost a review link. Can I see it again?

No — 15 minutes after a link is created, only a fingerprint of it is stored, so nobody (including anyone who gets a copy of your database) can recover it. Choose New link next to the reviewer; the old link stops working.

I use a CDN or firewall that caches pages. Anything to do?

PageNotes purges common WordPress page caches for you. If your CDN or firewall (for example Sucuri) caches HTML, purge it there after opening a page for review or turning the private review site on or off. Developers can hook their own purge into the pjnotes_purge_cache action.

Is the Media Library private too during review?

Pages, feeds, the public REST API and search results are. Media files are served directly by your web server, so anyone with a file’s exact address can still open it.

Does it work on mobile?

Yes. Reviewers tap Add comment, tap the part of the page, and type. Notes and the comment list open as bottom sheets.

What gets removed when I delete the plugin?

Settings are always removed. Notes, replies, reviewers and the Client Reviewer role are kept unless you tick Also delete all notes… in Settings first.

Developer hooks

Actions: pjnotes_note_created, pjnotes_note_edited, pjnotes_reply_created, pjnotes_status_changed, pjnotes_page_approval, pjnotes_page_toggled, pjnotes_purge_cache.
JavaScript events on document (event.detail holds the data): pjnotes:ready (also window.PJNotes), pjnotes:card, pjnotes:reply, pjnotes:composer, pjnotes:cancel, pjnotes:saved, pjnotes:status, pjnotes:deleted, and pjnotes:admin-thread on the Feedback screen.
Filters: pjnotes_note_data, pjnotes_reply_data, pjnotes_boot_data, pjnotes_feedback_columns (with action pjnotes_feedback_column), pjnotes_default_settings, pjnotes_palette, pjnotes_is_enabled, pjnotes_link_landing_url, pjnotes_lockdown_rest_prefixes, pjnotes_email_throttle, pjnotes_email (the built HTML/text email), pjnotes_email_accent, pjnotes_sanitize_settings.

Avis

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Contributeurs/contributrices & développeurs/développeuses

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Le développement vous intéresse ?

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Journal des modifications

1.0.3

  • Fix: screens that add-ons such as PJ PageNotes Pro add to the PageNotes menu now get the PageNotes look too (header, navigation and cards), instead of showing unstyled.

1.0.2

  • A cleaner, more modern look for every PageNotes screen: a header with the PureJeannius logo and version, pill-style navigation between Feedback, Pages in review, Reviewers & links and Settings, Open / In progress / Resolved cards at the top of Feedback, white cards with soft shadows, wine-colored buttons and checkboxes, and a Settings save bar that stays at the bottom of the screen while you scroll.

1.0.1

  • Fix: on sites installed in a subfolder, the private-site « Log in » link and review page addresses no longer repeat the folder name.
  • Readme: clarify that a new review link is kept for 15 minutes so it can be copied or emailed.

1.0.0

  • First release.