WordPress

WordPress: Editorial workflow

EditFlow offers several features to help you communicate with your team and facilitate campaign planning. It allows you to organize your users into groups to mimic and reflect real organizational structure. Once the groups are established, you can keep track of each post’s publishing workflow.

To integrate edit flow:

Step 1: Add Users and Groups
Under the Edit Flow menu in the left sidebar, click User Groups. Once on the redirected page, you can add users to existing groups (e.g. copy editors, photographers, reporters) by clicking on the number listed under the column Users in Group. Search for the user you wish to add, then click Update User Group. To add a new group, simply fill out the Name and Description on the left, then click the Add New User Group button.

Add users and groups, access menu through left sidebar
Edit Flow menu

Step 2: Keep track of workflow
To view the group’s workflow, click Custom Statuses under the EditFlow menu. The left side lists all statuses the group has posted regarding their workflow. To post a new status, fill out the Name and Description on the left. The Name refers to the status – share with the group the status of your post, such as whether it is ready, in progress, or waiting for approval. Click Add New Status. The group should then be able to see your new custom status.

Keep track of work flow
How to add a new user group

Step 3: Make comments on posts
To view comment settings, click Editorial Comments under the EditFlow menu. Here, you can select which works the group can or can not make comments on. Comments act similarly to a private discussion regarding the post and what needs to be improved. As an example, if the Posts box is checked, each member should then see the Respond to This Post button under each blog post. The same concept applies to if the Pages box were checked.

Editorial comments for blog posts and pages
Editorial comments activated, seen on a posts page

Step 4: Editorial Metadata

EditFlow does a great job at keeping communication within your team clear and efficient. The Editorial Metadata tab allows you to add any details and deadlines for a blog post. The four metadata types that come pre-arranged are First Draft Date, Assignment, Needs Photo, and Word Count. To add your own Metadata type, simply fill in the form on the left. It is important to select the Type of metadata; this indicates whether it will be a checkbox, date, location, etc. Everything listed on this page can be seen on the right sidebar by you and your group members when viewing a blog post. The image below shows the metadata list under the EditFlow tab, while the photo below it shows how it will appear on a blog post page.

Editorial Metadata listed under the EditFlow tab. Make edits here.
How editorial metadata is seen under the EditFlow page
Editorial metadata seen on a post page. All information from EditFlow page appears here.
How editorial metadata is seen on a post page

offers several features to help you communicate with your team and facilitate campaign planning. It allows you to organize your users into groups to mimic and reflect real organizational structure. Once the groups are established, you can keep track of each post’s publishing workflow.

To integrate edit flow:

Step 1: Add Users and Groups
Under the Edit Flow menu in the left sidebar, click User Groups. Once on the redirected page, you can add users to existing groups (e.g. copy editors, photographers, reporters) by clicking on the number listed under the column Users in Group. Search for the user you wish to add, then click Update User Group. To add a new group, simply fill out the Name and Description on the left, then click the Add New User Group button.

Add users and groups, access menu through left sidebar
Edit Flow menu

Step 2: Keep track of workflow
To view the group’s workflow, click Custom Statuses under the EditFlow menu. The left side lists all statuses the group has posted regarding their workflow. To post a new status, fill out the Name and Description on the left. The Name refers to the status – share with the group the status of your post, such as whether it is ready, in progress, or waiting for approval. Click Add New Status. The group should then be able to see your new custom status.

Keep track of work flow
How to add a new user group

Step 3: Make comments on posts
To view comment settings, click Editorial Comments under the EditFlow menu. Here, you can select which works the group can or can not make comments on. Comments act similarly to a private discussion regarding the post and what needs to be improved. As an example, if the Posts box is checked, each member should then see the Respond to This Post button under each blog post. The same concept applies to if the Pages box were checked.

Editorial comments for blog posts and pages
Editorial comments activated, seen on a posts page

Step 4: Editorial Metadata

EditFlow does a great job at keeping communication within your team clear and efficient. The Editorial Metadata tab allows you to add any details and deadlines for a blog post. The four metadata types that come pre-arranged are First Draft Date, Assignment, Needs Photo, and Word Count. To add your own Metadata type, simply fill in the form on the left. It is important to select the Type of metadata; this indicates whether it will be a checkbox, date, location, etc. Everything listed on this page can be seen on the right sidebar by you and your group members when viewing a blog post. The image below shows the metadata list under the EditFlow tab, while the photo below it shows how it will appear on a blog post page.

Editorial Metadata listed under the EditFlow tab. Make edits here.
How editorial metadata is seen under the EditFlow page
Editorial metadata seen on a post page. All information from EditFlow page appears here.
How editorial metadata is seen on a post page