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
Merged in a post:
Adding duration to workflow steps to create due dates
Kate Curtis
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.
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
Big thanks to those who have helped test some upcoming updates to workflow so far.
Just a quick heads up that we'll leave the test active for the remainder of the week, so if you're thinking about taking part there's still time to get involved!
James Peacock
Hi everyone. We'd like to get your input on some new features coming to workflow! With the ability to set up multiple workflows on the horizon, there are some bits of functionality we want to make sure are clear and easy to understand.
You won't be judged as there are no right or wrong answers with tests of this nature! It is purely so we can ensure we release the best features we can and keep GatherContent as intuitive to use as possible.
If this sounds something you'd like to take part in, see the new features, and share your thoughts on them, head to the link below:
The test will take around 15 minutes. Your feedback is invaluable and directly impacts the features of GatherContent.
Thanks for your help!
James Peacock
Merged in a post:
Multiple Workflows
J
Joe Holub
Allow there to be two or more workflows in a single project. Often time we are working with several outside teams to collaborate on content and depending on the team that initiates the content draft there may be additional review and approval steps.
James Peacock
in progress
Over the years this feedback request has morphed into covering all sorts of areas in both workflow and people management. This has made it difficult to not only manage the ticket itself, but also keep you up-to-date.
Moving forward, we'll be updating this request focussing on upcoming updates to workflow.
Coming soon, you'll have the ability to manage multiple workflows in a single project. This will allow you to manage different content types more effectively in your projects (plan availability TBC).
We have already carried out some work regarding assigning users to workflow steps inside an item (plans with Advanced workflow) - this next theme of work will involve being able to set those users by default at a workflow level.
On top of that we'll also be looking into a scheduling feature that will allow you to set default durations to workflow steps, which will then set due dates automatically when an items' status changes.
As always, thanks for everyone's involvement with this request so far.
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
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