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Help more with workflow and people management
planned
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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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.
Audrey Ross
Yesss.
Liz Flyntz
Yes this would be really useful in order to clarify roles, especially for team members that are minimally involved in many of the other workflow steps.
Joy Price
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.
Adam Hawes
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
Joy Price
Adam Hawes: yes - that would be ideal and really beneficial from a governance point of view.
Adam Hawes
Joy Price: Nice! Thanks for all the feedback.
Kayleigh Bates
Merged in a post:
Assign users to only one part of the workflow
Audrey Ross
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.
Itay Katz
Ability to set permissions for a specific status (Change<Specific>Status) on a workflow
Kate Curtis
CSV import for adding users would be great.
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.
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