Overview

This article explains how to customize and edit content workflows in Contently. You’ll learn how to adjust workflow steps, add new ones, and tailor the process to meet the needs of your team and content project.

Information

Customizing workflows in Contently allows you to adapt the content creation process to your organization’s specific needs. By editing workflows, you can ensure that the right people are assigned to each task, deadlines are met, and the content follows a structured path from creation to publication.

Here’s how to customize and edit workflows in Contently:

Step 1: Accessing the workflow editor

• After creating a story or content brief, scroll to the workflow section on the story creation page.
• The default workflow will appear, with typical steps such as "Drafting," "Editing," and "Publishing."

Step 2: Editing existing workflow steps

• To edit a step, click on the step you want to modify. You can change the step's name, add new instructions, or assign a different team member to complete the task.
• You can also adjust the due date for each step by clicking on the calendar icon next to the task. This helps ensure that deadlines are met throughout the content creation process.
• Save any changes made to the step by clicking "Save" or "Update."

Step 3: Adding new steps to the workflow

• To add a new step, click the "Add Step" button at the bottom of the workflow.
• Enter a name for the new step (e.g., "SEO Review" or "Client Approval") and provide any instructions necessary for the task.
• Assign the step to a specific team member or freelancer by selecting their name from the dropdown list.
• Set a deadline for the new step, if applicable, and click "Save" to add it to the workflow.

Step 4: Reordering or removing steps

• You can rearrange the order of the workflow steps by dragging and dropping each step into the desired position. This flexibility allows you to tailor the workflow to meet your project’s specific requirements.
• If a step is no longer necessary, click the trash icon next to the step to remove it from the workflow. This keeps the process streamlined and focused on essential tasks.

Step 5: Managing workflow changes

• Contently allows you to modify workflows at any time, even after the content creation process has begun. This flexibility ensures that you can adapt to changes in team availability, content requirements, or deadlines.
• Team members will be notified of any changes made to their assigned steps, ensuring smooth communication and collaboration throughout the project.

Customizing workflows allows teams to create a clear, efficient process for content creation. By adding, editing, or removing steps, you can tailor the workflow to suit different types of content or organizational needs, ensuring accountability and timely completion of tasks.

Summary

Editing and customizing workflows in Contently gives you full control over the content creation process. By adjusting steps, reordering tasks, and adding new ones, you can ensure that the workflow aligns with your team’s needs. The flexibility to modify workflows at any stage of the project helps keep content creation efficient and on track.