Manage workflows

How to set up a workflow

When setting up workflows for your team, we recommend you think through establishing roles for your users and then using those roles to set up workflows for effective content strategy.

You can make your workflow as simple or as complex as your content creation process requires:

• For each step, you can define workflow transitions so that your content contributors have clear steps to follow. For example: Draft > Review > Approved > Published.
• For each step, you can specify which roles can work with it. For example, only Reviewers can move content from Review to Approved.

Once your project workflow is set up, the people on your team know exactly how they fit into the process.

Create a workflow

Adding new workflows requires Multiple workflows enabled for your subscription.

1. In Project settings > Workflows, click Create new.
2. In Workflow name, type a clear descriptive name of the new workflow.
3. (Optional) In Use this workflow for, choose whether you want to limit the workflow to a combination of content types and collections.
   • If you don't select a content type, the workflow can be used for any type that isn't limited to other workflows.
   • If you don't select a collection, the workflow can be used for any collection that isn't limited to other workflows.
4. Set up the workflow steps.
5. Click Save changes.

Add workflow steps

1. In Project settings, select Workflows.
2. Next to a workflow step, click Add next step.
   The new step appears below the existing one.
3. Configure the step as you desire.
4. Click Confirm.
5. Click Save changes at the top right.

Change workflow transitions

When configuring transitions for a workflow step, make sure the step can still eventually transition to the final Published step.

To change the transitions of a workflow step, click the step name and select transitions to and from the step. Then confirm and save your changes to the workflow.

Limit workflow steps to roles

You can limit which roles can work on content in each workflow step. This includes the ability to move content items to the next workflow step. By limiting steps to roles, you can set up a complex workflow where, for example, only the editor and the legal team can move content items to the Approved step and then publish them.

By default, the predefined workflow steps (Draft, Published, and Archived) are limited to the Project Manager role but you can always change that.

To limit a workflow step to specific roles, click the step name, and select one or more roles from the list. Then confirm and save your changes to the workflow.

When changing the workflow step of an item, you always need to assign at least one contributor whose role allows them to work with the new workflow step.

Control who can create new versions and unpublish

Choose which roles can create new versions of content and which roles can unpublish. To do this, edit the Scheduled / Published step and select roles for each action.

Delete workflow steps

If you want to stop using a workflow step, you can delete it when no content item is in that step.

1. Go to  Project settings, select Workflows.
2. Open for editing the workflow in which the step is.
3. Click the workflow step.
4. Click Delete.
5. Click Save changes at the top right.

After deleting a workflow step, make sure that content items can still reach the final Published step.

The following workflow steps are always present in your project and cannot be removed:

Moreover, there must be at least one other step for editing content. By default, your project comes with the Draft step for this purpose.