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Editing Workflows

Track the editing progress of stories in your publications.

What Workflows Are​

A workflow is a set of stages that stories move through during editing. For example: "Submitted" → "In Editing" → "Copyedited" → "Ready to Publish".

Each publication can use a workflow template to track which stories are at which stage.

Feature Availability

Editing Workflows are enabled by default for publisher-track workspaces. Author-track workspaces can enable the feature in workspace settings.

Setting Up Workflow Templates​

Workflow templates are managed in your workspace settings. Publisher-track workspaces start with a "Standard Editorial Workflow" template containing 10 prebuilt stages (Submitted, Under Review, Accepted, In Editing, Copyedited, Ready to Publish, Published, On Hold, Rejected, Withdrawn).

Creating a Template​

  1. Click your workspace name in the sidebar
  2. Click Manage Workspace
  3. Click the Editing tab
  4. Click Add Template
  5. Enter a name (e.g., "Standard Editing" or "Quick Review")
  6. Optionally add a description
  7. Click Save

You can mark a template as the default by clicking the star icon. New publications will use the default template automatically.

Adding Stages to a Template​

After creating a template:

  1. Click on the template name to select it
  2. Click Add Status
  3. Enter a label (e.g., "Submitted", "In Editing", "Ready to Publish")
  4. Choose a type:
    • Todo: Story hasn't entered this workflow yet
    • In Progress: Story is currently being worked on
    • Complete: Story has finished this stage
  5. Pick a color for the status badge
  6. Click Save

Add up to 10 stages per template.

Reordering Stages​

Use the up and down arrows next to each stage to change the order they appear.

Using Workflows on Publications​

Assigning a Workflow to a Publication​

  1. Open the publication
  2. Click Edit
  3. Go to the Settings tab
  4. Select a workflow template from the Editing Workflow dropdown
  5. Click Save Changes

Tracking Story Progress​

Once a publication has a workflow assigned:

  1. Open the publication
  2. Click the Editing Pipeline tab
  3. You'll see:
    • Progress cards showing how many stories are in each stage type (Not Started, In Progress, Complete)
    • Story table showing each story and its current status

Updating a Story's Status​

  1. In the Editing Pipeline tab, find the story
  2. Click the status dropdown next to that story
  3. Select the new status
  4. The progress cards update automatically

Tips​

  • Keep it simple: 3-5 stages is usually enough for most workflows
  • Use clear names: "Copyedited" is clearer than "Stage 3"
  • Color code: Use colors that make sense (green for done, yellow for in progress)
  • One template, many publications: Create templates you can reuse across multiple publications