Imagine how much easier your life would be if you could bring your entire workflow process (including approvals) into one centralized location. Eliminate convoluted email threads, gaps in communication, pointless delays and maintain control over all your team’s projects. Below we will learn how to:
- Set Up A Review Workflow
- Create Pending Review Saved View
- Manage Projects by Status
- Ease the Process With Task Approvals
Setting Up A Review Workflow
Working on a review process with your team helps to make sure all projects or content are first reviewed before they're published. With project tasks and discussion threads, you can help ease the process.
When you assign a project to a team member, assign a task inside of the project to let the team member know when the task must be finished. It is best practice to assign a task to yourself to "Review Project" so projects aren't missed.
When finished, have the assignee mark the task as complete. You will receive a notification.
Have the assigned team member change the project status to put the status into "Pending Review" or add and assign a "Pending Review" color label.
Create Pending Review Saved View
If you set up a Pending Review color label you will want to create a new saved calendar view filter by Color Label.
If you put your projects into "Pending Review" status, filter by Status.
This will allow you to see every project that needs to be reviewed on your calendar.
Managing Projects by Status
Creating different saved views that only show content by their project status will help you keep track of all the progress of your projects. Three of our most popular status views will be the default "All," "Pending Review," and "Scheduled."
All
The "All" saved view will show all projects on your calendar. This view can also be changed to show team tasks and social messages so that you have total visibility of what is on your marketing team's plate.
Pending Review
Earlier we created a pending review saved calendar view to help you view only projects that you need to review. As you are finished with reviewing each project, mark any necessary tasks as finished and change the project from draft to scheduled. This will let your team know that projects are finished.
Scheduled
Creating a "Scheduled" view will let you see all projects that are scheduled in the future and are ready-to-go.
Often viewed as a life-saver, because if you do not see a project on this list that should be ready to go, you can go back into the "Pending Review" or "All" state to see what you are missing for that project.
