How to Install and use Bugherd
Step by Step Guide
How to Leave Feedback Using BugHerd
Below are the step-by-step instructions for reviewing your staging site and leaving feedback using BugHerd. Please follow each section carefully.
Accepting Your BugHerd Invite
- Once your project is ready for review, you’ll receive a BugHerd project invite in your mailbox.
- Open the email and click to accept the invite.
- This opens your BugHerd dashboard, showing the staging link for your site.
- Click Open Website – your site will open with a small BugHerd tab visible at the bottom of the screen.
Leaving Feedback on Desktop
- Click the BH logo tab at the bottom of the screen – this opens the feedback sidebar.
- Click the plus (+) icon, then click on the specific element you want to leave feedback on (e.g. an image or section). BugHerd will highlight the area you’ve selected.
- Type your feedback into the box (e.g. “Swap image out to image 2”).
- Optional: Add an attachment if you want to include a reference image.
- Optional: Annotate the auto-captured screenshot – draw, add text, or mark up exactly what you mean, then click Save.
- Click Create Task to submit. This sends a notification to our dev team and adds the task to our task board.
Tip — Suggesting a text edit:
- Highlight the text you want changed.
- This brings up a Replace / With box.
- Type your replacement text into the With field (e.g. “we love tennis”).
- This lets our team see exactly which text and section you mean.
Why this matters: Every pin captures metadata – your device, browser, browser version, and screen size — so our devs can accurately test and reproduce any issues you flag.
Leaving Feedback on Mobile & Tablet Devices
BugHerd’s feedback tab can be unreliable on phones and tablets, depending on the device’s browser and version. Instead, please leave mobile/tablet feedback from your desktop browser using Inspect Mode:
Leave feedback exactly as you would on desktop – click the BH tab, hit plus (+), and pinpoint the exact element you’d like amended, updated, or fixed.
- Open the staging site in your desktop browser (e.g. Google Chrome, Safari, Firefox).
- Right-click anywhere on the page and select Inspect.
- In the panel that opens, click the device toggle icon to switch into device view.
- Select the device you’d like to preview (e.g. iPhone 12 Pro, iPad).
Let us know once done or if you hit any issues along the way.
