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Workflow

How do you set up workflows for your content processes?

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Written by Sophia Siddig
Updated today

#workflow #setup #process #admin


Introduction

Workflows help you structure your content processes clearly and manage them efficiently. They define who is responsible for which task and when—ensuring transparency, accountability, and scalability within your team.


Explanation of the Feature

A workflow is a defined sequence of tasks linked to specific statuses. For each step in the content process, you define:

  • which task needs to be completed

  • who is responsible

  • when it should be done

This creates a clearly structured process—from idea to publication and beyond.


Key Workflow Features

  • Define tasks per status
    → clear to-dos for each step in the process

  • Time-based automation
    → e.g. automatic re-optimization after X days

  • Skippable tasks
    → for optional or flexible content

  • Feedback functionality
    → including comment loops for collaboration

  • Automatic status changes
    → reduces manual steps

  • Notifications
    → for important content or tasks

  • Strict mode
    → only specific users can view or edit tasks


Usage and Setup

Create a Workflow

  • Go to the administration area and create a new workflow

  • Define the individual status steps

  • Assign tasks to each status

  • Set responsibilities


Use the Workflow in a Content Ticket

In each content ticket, you’ll find the “Workflow” section on the right-hand side:

  • all tasks are displayed in chronological order

  • including responsibilities and current status

  • feedback and comments are directly visible


Best Practices for Effective Workflows

  • Start simple
    → map your standard process first

  • Clear responsibilities
    → ideally assign one person per task

  • Separate use cases
    → use different workflows for different content types

  • Use templates
    → duplicate and adapt workflows

  • Continuously optimize
    → workflows should evolve with your team and needs


Why Workflows Are So Important

Together with content types and statuses, workflows form the foundation of your content operations:

  • Scalability: Processes can be easily expanded

  • Efficiency: Less coordination, clearer processes

  • Transparency: Everyone can see the current status

  • Quality assurance: Defined steps ensure consistent results


Conclusion

Workflows turn your content process into a structured system. They help you clearly assign tasks, automate processes, and improve collaboration across your team—forming the foundation for professional content marketing.

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