139
Help more with workflow and people management
complete
Angus Edwardson
Working to a timeline with a large group of people is never easy, especially when there's a lot of content to be created.
This new functionality will be all about making it really easy to manage your responsibilities within a project, as well as keeping tabs on the progress of a project as a whole. Really speeding things up for you and your team.
The features we'll be working on will likely cover: a better content calendar, improvements to notifications, some changes to roles and permissions - and speeding up approvals with things like shareable links or the ability to assign people to specific workflow steps.
Those are some of the things we're considering at the moment, but this is very much in the early discovery stages, so let us know what you would like to see.
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Hugh Downer
complete
Hey everyone,
This request certainly morphed into something much bigger than originally intended; for everyone's sanity I'll mark this as complete - we have delivered the following features:
- Multiple Workflows: https://help.gathercontent.com/en/articles/6636878-a-guide-to-advanced-workflow#h_87b566dace
- Automated workflow assignments: https://help.gathercontent.com/en/articles/6636878-a-guide-to-advanced-workflow#h_278a58afed
- Automated due dates: https://help.gathercontent.com/en/articles/6636878-a-guide-to-advanced-workflow#h_4cdfc4502e
If there are further features that people would like to see, that this feature request didn't cover, or you have feedback in general around this feature - please feel free to create a new request, and we will track it from there.
Hugh
Joana Miranda
This will be grateful! It would also be good to have a kind of filter that does not allow the workflow to continue if the person that is creating a task does not respect some parameters.
Do you already have any solution like this in place?
Hugh Downer
James Peacock
Hi everyone. It's been a busy yet exciting time for the team after the acquisition by Bynder earlier in the year, but we're back bringing a variety of improvements to GatherContent, the first of which you will have seen is the new account dashboard/projects view. This was built from the ground up on our new server-side rendering tech stack and by now you'll have experienced the performance benefits of this work, not to mention the new favouriting feature and simplified visual language.
As for today, I'm happy to announce we're making great progress on the long-awaited improvements to workflow. We are still on track to deliver the features we previously promised, including workflow step scheduling and default assignees.
I want to use this opportunity to outline what you can expect in the coming weeks as we begin to roll out these features:
The first change you'll see is our new workflow editor built on our new tech stack. The aim here is to deliver huge performance increases whilst maintaining existing feature parity and to set up the workflow editor ready for new features to be gradually added. This will also give you chance to become accustomed to the updated interface before we throw new features into the mix.
Shortly after you'll have the ability to set default assignees at the workflow level, as opposed to just assigning people to workflow steps on each item individually.
Next comes workflow scheduling. This will enable you to set default durations for workflow steps, automating due dates as items progress through their workflow.
Finally, multiple workflows. As you know, projects at the moment only have one workflow, but eventually, you'll be able to have more than one workflow per project to cater for the needs of different content types.
I'm looking forward to getting these updates into your hands and the team is working hard to make this happen as soon as possible. In the meantime, please feel free to reply with any questions.
Thanks!
Ryan Smith
"...or the ability to assign people to specific workflow steps." YES!!! I just added this feature request. For instance, a lawyer always reviews pages during the Legal Review step of our workflows. So it would be great to select multiple/every page and assign him/her to that specific step in the workflow for all selected pages.
If it would help, I could quickly wireframe how I envision this being managed! I'd love to help.
James Peacock
Ryan Smith: Hi Ryan. Sorry I missed your comment. I have just posted an update as to what you can expect in the coming weeks but I just wanted to respond to you directly. I've attached a screenshot of our new workflow editor, which is where default workflow assignees will be managed. Assigning people to workflow steps does exist currently, but only at an item level. (This is included in plans with the 'Advanced workflow' feature, including Scale and Transform. Talk to our awesome support team if you don't have this feature and would like advice on upgrading.) This update will bring this step assignment one level higher, which will then transcend to all items using that workflow, whilst also allowing for item-level step assignment as necessary. I'm glad you're looking forward to it! And sorry again for the delay.
James Peacock
James Peacock
in progress
S
Sara Distin
The ability to assign people to specific workflow steps so that:
+ people can mark their own task as complete and not touch any other workflow stages
+ people only get notifications for the step they're responsible for
+ editors/managers don't have to assign/reassign items at every step
+ individuals can easily see what step they're responsible for and when
Mark Monahan
I agree with the comments about restricting access to workflow steps and changing them. While working remotely we have had poorly trained team members change a status right through to "published" and it totally screws our tracking of content. For some users we only want them to be able to Mark their own task as complete and not touch any other workflow stages. Particularly is someone is just a content editor or contributor.
We lost track of so many pages because staff clicked a status right at the end because it had the word "approved" or "published" in it.
Carys Daroy
Merged in a post:
Assigning Individuals to Single Workflow Levels and Due Dates
Kelly Prince
When working in a large team with multiple workflow steps, I would love to assign people who are responsible for individual work flow steps so that they don't receive due date reminders for steps they are not responsible for.
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