This article will explain how to get started with the basics of Content Workflow. It'll also cover things you'll get to know, such as projects, items, workflows, and people.
Projects help to define the purpose of the content. They are made up of folders that represent the hierarchy of your content and items which are the content pieces. You could have a project per client that you work with, a project for each of your products, a project for an entire web redesign, or for each phase of a larger web project.
When you log into Content Workflow, you'll see the project view
Choose which project you'd like to enter by clicking on the project card or start a new project by choosing this option in the top-right-hand corner of the page.
Your project view will have access to our example projects
Check these out to see how projects in Content Workflow can be used. You can also play with these example projects and users to test out Content Workflow's features in a real-life environment.
Items are the content pieces inside a project. You'll find the items in the content hub of a project. Each named page on the list is an item. Click on the name of any item, to access the content inside.
You can easily update your content hierarchy
Click, drag, and drop items to re-order them. Items can be dragged around within a folder, or over to a different folder on the sidebar.
Click into a field on an item and begin typing to add content
Start typing in a text field to add content to an item. Content is autosaved as you make changes. You can see who else is editing an item by their avatar, shown near the top of the page.
Assign your team to items they need to work on
Use the people dropdown in an item to assign your team to it. You can assign people to multiple items at once from the content hub.
Finding your assigned items.
Being assigned to an item typically means you're responsible for it. You can check for items you're assigned to in several ways; From your project view; a project's overview; or a project's content hub.
Keep track of content changes using our revision history
Revisions compare the content between two points in time, so you can see what has changed between saves.
Comments are used to discuss content with your team
You can @mention your colleagues to notify them directly. Conversations can be resolved before moving an item onto the next status in the workflow. You can check the comment history to revisit older conversations.
In Content Workflow, workflow is a series of steps. Typically these start at Draft and finish at Published or Completed. Move your items through the workflow to keep track of where that item is in the content production and review process.
From the workflow tab, you can edit the workflow to match the steps that your content goes through, to get published.
Your workflow is fully customisable to suit your needs and with our Scale and Transform plans, you can have multiple workflows to fit each content type.
You can also set a workflow status to be 'read-only', using the toggle button. This means that no one will be able to edit the content of an item while it's at this workflow status.
Set a due date for each workflow status
You can set due dates for each workflow status to help meet your project's milestones. It also lets your team know what they need to do and when.
Get an overview of where your project is at
You can see an overview of a project's progress from the Overview tab within a project. In the overview tab, you can see how many items are currently sat in each workflow status as well as, recent project activity and all of your assigned items.
You can invite people and manage your team's access to Content Workflow from the People & Groups area. This can be found by clicking on the people icon, in the top right-hand corner of the page.
You can invite people to your account from the People & Groups area
To add people to Content Workflow, their role should be created first as you need to apply this when sending the invite. Those invited will receive an email with an invite link inside. When they click the invite link, they'll be asked to set a password.
Every person in your Content Workflow account belongs to a group and has a role
Groups are used to organise your people and to help you find people more quickly by splitting up a list i.e. internal teams, external agencies, legal teams, etc.
A role is a set of permissions, which can be applied to multiple people. This determines things like whether people can write content, edit item structure, or see everything inside a project they have access to.
You'll begin with some default roles but can create your own
You can create as many custom roles as you like with our Scale, Transform and Custom plans.
A person can only belong to one group at a time
You can drag and drop your people between groups to change this.
From the People & Groups area, you can centrally manage access to all projects in your account
Each person will have a profile where you can see and edit their role, and grant them access to projects in your account.
From a person's profile in the People & Groups area, you can perform other useful actions
You can resend invite emails, reset a user's password, and you can also delete users.
Now you're ready to begin creating the content!