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Action Content in a Workflow

avatar of Julie

Julie

Last updated

Once a page has been submitted to a workflow, a reviewer must take action on it, and the page's status will change to show a banner next to the Page name. The banner will list the page version number and the workflow stage it is in.

A page with a status indicating it is in a workflow

There are three ways to action content that is going through a workflow:

  1. Workflows can be set to send out email notifications containing page links. Comments, edits, approvals, and rejections can be made from these links.
  2. Go through the Approvals section in the main menu.
  3. The My Approvals tab of your Dashboard will list pages pending approval that you can action.

The Approvals menu with a page in workflow

In Approvals, you can expand the Approval Stages and Deletion Stages to find existing workflows. The pages under review will be displayed alongside a field for comments.

The content is split into different workflow stages and can be actioned in bulk from the listing or individually by selecting the linked Page name to view the page's content in full.

Selecting a page will take you to an admin page from which you can Preview, Approve or Reject the content. 

The preview, approve and reject buttons in the page admin

If the page is ready, select Approve at the bottom right. You will be able to leave comments for the page author. Once you hit submit, the page will go live, and the content author will be notified that their page has been published.

If the page needs work, select the Reject button and include any feedback for the author. The page will go back to a WIP, and the content author will need to resubmit it to the workflow after they've made their edits.

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