Content Workflow Glossary

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See below for a list of valuable terms when using Content Workflow.

Field

A field is where you enter your content into Content Workflow. Five field types are available to add to your template, and they're added to the structure or template of your item. You can add guidelines to a field to provide instructions as an author writes content and a whole field dedicated to them where more general instructions are needed.

Most of your content will be added to a text field. You can also collect files (such as images) via an asset field or information, such as a category for the page, via either radio buttons or checkbox fields.

Item

Projects are made up of items. Each item is content and typically reflects a page on a website. They can also be an article in a blog or an email in a campaign, although Content Workflow is primarily used for website builds and redesigns. Sometimes, an item can also reflect a component on a web page.

 

[CW] Items.png

 

Project

Within Content Workflow, you'll see all of your projects. Each rectangle in the project view is a project; each project is effectively a bucket of content.

Templates and Structure

Items will need a structure or template applied to them before you can add content. A structure is a collection of fields that make up the item and is applied to one item. A template is a structure that can be used across multiple items and is a great way to ensure that your content is consistent across a series of pages, such as employee bios or products for your e-commerce store. Copies of these can be imported between projects, so you can use a template you've built in another project as a starting point.

Workflow and Workflow Status

The workflow is a collection of steps a piece of content moves through. Each item has a workflow step applied to it. This allows you to track where that item is in the production process.

Each step should represent a phase of work that the item will go through, such as "Editing." This means everyone interested in the item can see exactly what is happening with that item and what's left to get the item published.

Other Terminology Used

Active Items and Projects

An item is counted as active unless placed in the trash folder. A project is active unless it is in your archived folder. 

Archived Items and Projects

You can archive an item or project after working on it. These archived items and projects still count toward the plan limits and can be restored to the projects view or content tab if needed.

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