This setup guide takes you through the steps you should complete, to ensure your project is a success!
The steps you should follow are:
1. Create the first template
Content templates make it easy for people to provide any type of content in the correct format and style. Whether it’s blog articles, website pages, or email newsletter content.
These help articles should help you build your templates:
2. Create content items
Content items are where your content gets created. From the initial drafting to getting feedback with comments, through to final approval.
To create content, you can:
import content from a spreadsheet
import content from a CMS (WordPress/AEM)
import content using our API tool
3. Create folders to organise items
Folders are the way to organise content inside a project. They can be set up to reflect the sitemap of your website, the sections in your blog, or to group content in the best hierarchy for your project.
The help article below should help you create and use folders:
4. Customise the content workflow
Content workflows can be unique for each of your projects. When creating a new project, our default workflow will be built-in. This is a 4-step workflow which includes; Draft, Review, Final Edits and Ready to be published. If you're one of our Scale or Transform plan customers, you can customise your workflow to accurately reflect the process your team goes through when creating content.
Why customise your workflow?
Your project workflow provides structure to the project, by clarifying the content process to the wider team. Customising each status and its description helps the team to understand the workflow and use it as guidance once the projects are live.
It helps your team to know what's expected of them when working with the content.
It keeps your project moving, by informing all stakeholders of the process and responsible parties.
Scale and Transform customers can have multiple workflows per project. This is ideal to tailor your workflow to each content type.
Workflow steps can be read-only. It's particularly useful for situations where you want to prevent content editing. For example, when content is at the 'approved' or 'ready to be published' step.
5. Invite your team
Invite your team to this project so they can get started creating content with you. You can customise roles and permissions for everyone you invite into your account (e.g. clients, teammates, legal, etc).
These help articles take you through how to set up access and permissions for your team:
Do you want certain users to see certain projects? Use project access to control this
Do you want certain users to only be able to complete certain actions? Use role permissions to determine who can do what inside your project
6. Kick off the project
Now you're set up for success!
Once the project is in shape (with the above steps), assign the team to the items and the workflow steps they're responsible for, using your customised workflow for guidance.
If you're working to due dates, you can set those for each status in the workflow.
Then, it's just a case of getting stuck in and writing some content! 🤓