Overview

This article explains how to set and manage workflows for content creation in Contently. You’ll learn how to create, customize, and assign tasks in a workflow to streamline your content production process.

Information

Workflows in Contently help organize the steps involved in content creation, ensuring that tasks are assigned and completed in a structured way. By managing workflows, you can define the process from drafting to publishing, making it easier to track progress and collaborate with team members or freelancers.

Here’s how to set and manage workflows in Contently:

Step 1: Accessing workflow settings

• After creating a story or content brief, navigate to the workflow section within the story creation page.
• You will see a default workflow with steps such as "Drafting," "Editing," "Review," and "Publishing."

Step 2: Customizing the workflow

• Adding steps: You can add new steps to the workflow by clicking "Add Step." Name the step according to the task it represents, such as "SEO Optimization" or "Legal Review."
• Reordering steps: Drag and drop steps to change the order of the workflow. This allows you to customize the process based on the needs of your team or the specific content being created.
• Removing steps: If a step is unnecessary, you can delete it by clicking the trash icon next to the step. This keeps the workflow streamlined and focused.

Step 3: Assigning tasks within the workflow

• Each step in the workflow can be assigned to a specific team member or freelancer. Click on the step to assign a person responsible for completing that task.
• You can also add specific instructions for each step, detailing what needs to be done. For example, in the "Editing" step, you might include instructions for what to focus on during the revision.
• Set deadlines for each step by clicking on the calendar icon next to the task. This ensures that content moves through the workflow in a timely manner.

Step 4: Managing the workflow

• Once the workflow is set, it can be managed from the story's overview page. As tasks are completed, the workflow will progress to the next step automatically.
• If changes need to be made, you can edit the workflow at any time. Workflows are flexible and can be adjusted as the content creation process evolves.
• Team members or freelancers will receive notifications when it’s their turn to work on a step, ensuring smooth collaboration and timely completion of tasks.

Using workflows in Contently helps teams stay organized, ensures accountability for each step of the content process, and allows for clear tracking of content from creation to publication.

Summary

Setting and managing workflows in Contently allows you to create a structured process for content creation. By customizing steps, assigning tasks, and setting deadlines, you can streamline the content production process and ensure smooth collaboration. The flexibility of Contently’s workflow system ensures that it can be adjusted to fit the needs of any content project.