Editorial Flows
Cloud CMS combines the power of branches, workflow, publishing with Editorial Flows. Editorial Flows provide editors with a way to create their own private and shared spaces where they can work on content without stepping on each other's toes. Then utilizing workflow and publishing, content can be approved, and then scheduled to be published now or any time in the future.
Enabling Editorial Flows
To enable Editorial Flow, you must be a Project Manager. You can then go to:
- Manage Project -> Settings -> Editorial (left nav).
Enable the checkbox for "Enable Editorial Workflows" and click Save.
Creating a New Editorial Flow
Select the Content view (Green Globe in the left nav), click 'New Editorial Flow'.
In the wizard, can select 'edit' or 'edit with approval'.
Editorial Flow Details
The Editorial Flow detail page allows you to:
- view the status of the task
- history
- add comments
- edit properties
- transition the task
- Cancel or Finish the task
List Editorial Flows
To view existing Editorial Flows owned or assigned to you, or your team, go to My Tasks
From this listing you can:
- click on the task to go to the 'Editorial Flow details' page
- click on the pencil to go to the 'content' listing for branch for the selected editorial flow
- click on the folder icon to go to the 'document' listing for branch the selected editorial flow
How to Create/Update content in your Editorial Flow
The Editorial Flow you created provides you with a branch to create and update content without stepping on each other's toes. Your task same be a single document change, e.g. a new alert, or could be many updates, e.g. product launch. There are no limitations.
You and your team can collaborate in the editorial flow branch editing content until your task is complete. Same as working in any branch. The difference here is that there is a workflow controlling the transitions in the editorial flow meaning that you have approval, publishing, and scheduling functionality for content.
Note: when working in an editorial flow branch you can expand/contact the Editorial Flow banner which will allow you to:
- Edit Properties of the Editorial Flow
- Cancel this Workflow
- Finish Task
