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.
It is easy to lose track of things if I am assigned to a project but my part is done for the moment, but I don't want to go unassign and reassign all the time so people still know what projects will be coming up for them to edit/approve, etc.
Ability to set permissions for a specific status (Change<Specific>Status) on a workflow
CSV import for adding users would be great.
We need to be able to set durations, in days, for each step in the workflow. These would then become due dates when items are moved to the next stage.
The workflow we need there is something like “reviewer X agrees to turn the review around in 48 hours after receipt of draft. Send a reminder to X after the first 24 hours, and send an escalation alert to user X and Y if it hasn’t happened after 72 hours”
Happy Friday everyone!
We've changed how updating an item's workflow status works, while inside an item.
Want to skip a workflow status? Now you can 🙌 Inside an item, hover over the status you want to move to - simple! Here's the help doc for clarity on how to do that:
Hooray! 😊
Thanks,
Kay
One of the biggest pain points on our project is getting our clients comfortable with how to properly move a doc to the next revision level. I feel like this process could be better streamlined (e.g., putting the two steps closer together for better UX, or making it so different levels of completion automatically assign to specific people).
There have been a lot of "lost" pages because people remember to move it to the next revision round, but forget to assign the new people. Conversely, there's confusion issues because unassigning is not intuitive, and so you end up with a doc that has 15 ppl on it.)
Assign people to workflow stages
It would be very helpful to be able to add default duration to each stage of the workflow, which could then be overridden manually on an item-by-item basis if needed.
We would love to see a log of who changed the status. It would also be great to be able to lock down certain statuses to only being changeable by admins - e.g. "Approved - make it live" could be locked down to the Central Comms Team.
@Joy Price: Would capturing this on the revision history help? i.e. user B updated status from x to x? That could be super useful
@Adam Hawes: yes - that would be ideal and really beneficial from a governance point of view.
@Joy Price: Nice! Thanks for all the feedback.