Creating custom editorial workflows
In this video, you’ll learn how to set up review and approval workflows in the Workflows app, so your content team can track entries through different editing stages and get a quick snapshot of the entry's status and history of changes.
The Workflows app is only available on Premium plans. To learn more or upgrade, visit Contentful pricing.
To set up Workflows, you'll need to:
Be a Contentful administrator.
Select a space environment where you want to use and install the Workflows app.
Watch the video below to learn how to set up a simple editorial workflow, define roles and actions for each step, and assign a workflow to a page type.
You can use the chapter menu in the video to skip to a specific topic.
Tools and resources
Creating a Workflow
NOTE: Only space owners and admins have permission to create a workflow. If you do not see this option on the upper right-hand corner of the "Workflows Overview" section, please contact your admin to create one for you or request to update your permissions. Open the Workflows app.
Workflow rules: editing and publishing permissions
As a section within a Workflow step, rules enforce governance by restricting the editing or publishing rights to authorized users or teams at certain stages of the content creation process. User or team roles and permissions are based on the permissions granted on a space level.
Workflow actions
Each step includes automated actions that can be implemented to notify colleagues when a step reaches a point within the workflow. Workflow actions consist of three options: Email, Slack and Task. To create an email notification in Workflows: In the drop-down menu, select the "Email as the notification" option for this Workflow step change.
