We recommend customizing your project workflows to match your team's content production process. Here are some example workflows for various digital projects like a new website, a website redesign, or a CMS re-platforming. The default workflow depends on the project type chosen when the project started. It helps prepare content while your project is being designed or developed. You can adjust your workflow to fit your project needs. Before starting content production, agree on your content workflow with your team and set your Content Workflow project to reflect this. This ensures everyone understands their responsibilities and the review process. For project-based content, your workflow will likely follow this basic process:
- Draft
- Review
- Edit
- Approved
Note
By default, all projects have one workflow available. You can add additional workflows by selecting the + New Workflow button. If this isn't enabled please connect with your Customer Success Contact.
New Website
A brand new site means a fresh slate for content, your workflow may look like this:
- Content brief - This stage could be used during your content planning stage when you define the structure of the content required, letting contributors know what they need to provide
- Draft
- Review by Subject Matter Expert (SME) - This could be a department in your organization or an external resource
- Edits required - Reviewers can use this stage to communicate that the content needs attention or skip to the next stage if it is approved
- Approved by SME
- Review by Marketing - You may or may not have several rounds of review that your content must pass through, such as SMEs, Marketing, Legal, Compliance, etc.
- Edits required - Editors can use this stage to notify that updates are required before content can be approved
- Approved by Marketing
- Ready to publish to CMS
- Live on CMS
Website Redesign
A website redesign content workflow will differ from a new website project because you will have existing content to review, it could look like this:
- Content brief
- Content imported - Use this stage to let your team know that there is existing content for this page that can then be updated in the draft stage
- Content required - Use this stage to let your team know there is no existing content to work from and new content should be created in the draft stage
- Draft
- Review
- Edits required
- Approved
- Live on CMS
CMS Re-platformingÂ
If you are re-platforming your website to a new CMS you will potentially have a lot of existing content to reorganize and consider in your workflow:
- Content imported
- To be archived - Use this stage to communicate which content will not be transferred to your new CMS
- To be edited - Use this stage to communicate which content needs to be updated for the new CMS
- New content required - Use this stage to communicate where new content needs to be created
- Draft
- Review
- Edits required
- Approved
- Live on new CMS
Updated