Work with workflows

Introduction

Workflows allow you to automate a series of determined steps that are performed on assets.

For example, for a publishing process: 

1. The author applies the workflow to an Article asset.
2. The editor then is assigned for review. When finished, they indicate that their step is complete.
3. The project manager is asked for approval. When finished, they publish the article and indicate that their step is completed.

If an asset has been assigned to you with a workflow and workflow step, you are expected to complete this step. When you have completed a workflow step, the asset is automatically unassigned from you and assigned to the next user or group (although this might be you as well).

Typically:

• Users apply workflows to assets as well as participate in workflows.
• There are preconfigured workflows that you can apply out of the box.
• Workflows specific to your business processes can be set up and assigned to default users or groups automatically. This is done by your censhare administrator. In this case, you only need to move the asset to the next workflow step.

Remember: Assets can be assigned to you without a workflow.

Start

Workflow editing is embedded in your current asset editing context. Start to edit workflows depending on your current context:

• when you create a single asset 

• when you edit a single asset - Status widget on any asset page

• in the Media, Content, Product, Projects areas under My pages

• when you create or edit multiple assets in the Edit wizards:
  Note, that only assets with the same workflow options can be edited here.
  • Edit multiple assets
  • Upload & Edit

Assign workflow

When creating a single asset

1. For new assets, follow the steps in Create empty assets or Create assets from templates. 

2. In the respective Create dialog, select the Workflow tab. The Edit workflow dialog displays.

3. Select a Workflow and Workflow Step (required).

4. Assign a user (optional).

5. Set further options, enter a comment or deadline. See workflow options.

6. In the Edit workflow dialog, click Save. 

Note: You can also set Workflows later after the asset is created. 

When editing a single asset

On the Overview tab of any asset page, you find the Status widget. It displays information on the workflow of the current asset as well as on the completeness and quality of the asset files.

If no workflow or user has been assigned yet, the widget is empty and shows the "No workflow defined" caption and a "+ " icon.

1. Click the "+ " icon to assign a workflow. The Edit workflow dialog displays.

2. Select a Workflow and Workflow Step (required).

3. Assign a user (optional).

4. Set further options, enter a comment or deadline. See workflow options.

5. In the Edit workflow dialog, click Save. 
6. On the Status widget click the Synchronize icon to display the updated workflow information.

On a Kanban board

Use this method for product assets, media assets or content assets, as well as for campaigns and projects.

1. From the My Pages area in the side navigation, select the relevant work area Media, Content, Product or Projects.
2. Select the Status tab. The  Workflow view shows a Kanban board with the status of your assets, organized by workflow steps.

3. To assign a workflow, click  on an asset or on the page to open the Page actions menu and select Assign to.

4. Select a Workflow and Workflow Step (required).

5. Assign a user (optional).

6. Set further options, enter a comment or deadline. See workflow options.

7. In the Edit workflow dialog, click Save.

For more information, see Kanban board - manage publication cycles.

Change workflow step and target

On an asset page

On an open asset page, do the following:

1. Click  to open the Page actions menu and select Assign to. The Edit workflow dialog displays.
2. Select the relevant workflow step. The asset is assigned to the default user of that step.
3. If you want to change the default assignment of the user, select a user from the list.
4. Click Save. 

On a Kanban board

Use this method for product assets, media assets or content assets, as well as for campaigns and projects.

1. From the My Pages area in the side navigation, select the relevant work area Media, Content, Product or Projects.
2. Select the Status tab. The Workflow view shows a Kanban board with the status of your assets, organized by workflow steps.

3. To change the workflow step, drag and drop one or more assets from one column to the desired column on the board. 

The assets get the workflow step of the new column. The workflow target assigned to the new step is updated accordingly.

Note : A Kanban board can be read-only. Drag and drop is then not possible.

For more information, see Kanban board - manage publication cycles.

Workflow options

The Edit workflow dialog displays in various contexts when you edit assets. To open it from the Page actions menu of an asset page, select Assign to. You can set the following workflow options:

Result

You have selected a workflow and workflow step, a user and a deadline for an asset.