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WordCamp Philly - Edit Flow



Slides from my presentation on using Edit Flow at WordCamp Philly.

Slides from my presentation on using Edit Flow at WordCamp Philly.



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  • Find us online - Survey on blog, tell us how you what you want to see What is Edit Flow? WordPress plugin that adapts to your workflow so you can focus on creating great content First, I want to cover the problem that we ran into, it’s what inspired us to make Edit Flow >>
  • The editorial process was not a part of the web publishing process Important data existed outside of WordPress There wasn’t one place to find out what’s happening with your content You ended up with a workflow like >>
  • We were running into games of telephone being played with web content You write in Word, send to an editor, etc. Get sent around so much you end up with story-draft, story-draft2, story-edited, story-revised, story-web, story-final Which gets published? To help track that people were doing things like >>
  • Yikes! Color codes can only go so far None of it’s linked to what’s important, the actual content >>
  • There was another entire page just like that one The content still isn’t in the CMS This means that somebody gets to put it all in there >>
  • My junior year of college I was the “web guy” for the weekly school newspaper We’d never had a website before, which lead to >>
  • I filled my Thursday mornings with InDesign, Word documents, a whiteboard, and Copy/Paste It wasn’t fun, it took 6-8 hours It also wasn’t productive, nothing cool got built which was the whole point of being on the web >>
  • That system doesn’t work if you want to move quickly online There’s got to be an easier way to work >>
  • The holy grail :) Suddenly the web guy goes from Copy/Paste monkey to a builder, a maker >>
  • This is where Edit Flow comes in Earlier I mentioned it “adapts” to your workflow, now let me show you how >>
  • It’s your workflow, code should adapt to fit it You know what steps you need to take to publish so we let you set it up to match your style >>
  • WP comes with Draft, Pending Review, and Scheduled/Published What if you want more than that? What if you’ve got 25 people working on content and need 8 statuses? Allows you to define steps however you like >>
  • Create a status with a name, description Create as many as you like (you can have a 3 step workflow or a 15) it’s up to you These can be changed at any time Edit Flow also lets you improve your content along the way >>
  • These conversations used to take place via email or in a newsroom Putting them in your CMS keeps them associated with content, viewable to all Editors and Admins Gives you and others real-time feedback >>
  • Comment right in the Dashboard Reply to one another and perfect your content With all this activity happening we also make it really easy to keep track of things >>
  • It’s not good if a 50 person staff gets emails about every change to every content Some people just need to see what is relevant for them >>
  • Post by post control Add groups at any point in the process Whoever is selected gets an email anytime a post is changed >>
  • Includes full comment text Take action on the content straight from your inbox
  • Just to recap we’ve covered: custom statuses to set up your ideal workflow feedback for writers and editors notifications of what’s happening There’s more though, two new features to show coming in a few days >>
  • Sometimes it helps to track other information related to a story Location, contacts, notes, due date, whatever you want
  • Track any other forms of data that you want These are all customizable and stored right alongside your content
  • So far we’ve covered how content is created and refined What if you’re an editor or the founder of a site? Maybe you need to be able to track what’s going on from a step back, see all the content at a glance? >>
  • We have a few tools that help you do that First is the calendar you see above, filter content, drag posts forward or postpone them for later See your upcoming week at a glance What if you want to see all of the content currently on the site? >>
  • Story budget lets you see what is on time and what is behind schedule Filter controls - see just what you want Need a hard copy? Print stylesheet
  • So that’s Edit Flow It’s your editorial workflow where it belongs: with your content Free to download from editflow.org or in the WPorg directory Thanks

WordCamp Philly - Edit Flow WordCamp Philly - Edit Flow Presentation Transcript

  • editflow.org @editflow
  • editflow.org @editflow
  • The problem
  • Word + Spreadsheets + Email ≠ Efficient Workflow Efficient Workflow Efficient Workflow Efficient Workflow Efficient Workflow Efficient Workflow Efficient Workflow
  • That was just one sheet...and it’s still not in the CMS
  • What happens on production day?
  • Word Documents Email InDesign Last minute changes WordPress
  • It’s a mess...let’s make it easier
  • What if it all worked inside WordPress?
  • Custom Workflow
  • Custom statuses
  • Threaded editorial comments
  • User groups and notifications
  • Comment text Comment actions
  • Custom metadata
  • View content and progress
  • editflow.org @editflow