Assigning and Managing Workflow Steps for Your Team

Overview

This article explains how to assign and manage workflow steps for your team in Contently. You’ll learn how to assign specific tasks to team members, set deadlines, and ensure that everyone knows their role in the content creation process.

Information

Assigning and managing workflow steps in Contently ensures that the right people are handling the correct tasks in the content creation process. By assigning steps to individual team members or freelancers, you can clearly define responsibilities and track the progress of each stage of content development.

Here’s how to assign and manage workflow steps for your team:

Step 1: Accessing the workflow

• After creating a story or content brief, scroll down to the workflow section on the story creation page.
• You will see a list of workflow steps, such as "Drafting," "Editing," and "Review."

Step 2: Assigning tasks to team members

• Click on the workflow step you want to assign. A task details panel will open.
• Select a team member or freelancer from the dropdown menu to assign them to the task. You can assign multiple people to a single step if needed.
• Provide clear instructions for the task in the available field. This helps the assigned team member understand what is expected in their part of the workflow.
• Set a due date for the task by clicking the calendar icon next to the assigned team member’s name. This ensures that the workflow stays on track with deadlines.

Step 3: Monitoring task progress

• Once tasks are assigned, the workflow will automatically update as team members complete their steps. Each step will show its current status (e.g., "In Progress," "Completed").
• You can monitor the progress of each workflow step from the story’s main page or the Calendar view, which provides an overview of all ongoing content projects.
• If deadlines are missed, you can adjust the schedule and reassign tasks to ensure the content stays on track for completion.

Step 4: Reassigning or editing tasks

• If a team member becomes unavailable or the task needs reassignment, you can return to the workflow and select a different person for the step. This flexibility ensures the project continues smoothly despite changes in team availability.
• You can also modify the task instructions or adjust the deadlines as needed. This helps adapt the workflow to changing project requirements or feedback from the content team.

By effectively assigning and managing workflow steps, you ensure that each team member understands their role in the content creation process. This organization helps maintain accountability, keeps the project on track, and ensures the smooth progression of tasks from drafting to final publication.

Summary

Assigning and managing workflow steps in Contently allows you to delegate tasks to the right team members and track their progress. By setting deadlines, providing clear instructions, and monitoring completion, you can ensure that the content creation process stays organized and efficient. This helps the team collaborate effectively and complete projects on time.