To ensure that all material is accurate and compliant, a complex process and a large number of people are required. You may implement workflow and review processes right in the backoffice with the aid of Umbraco Workflow, a brand-new add-on for Umbraco 11. It has a tonne of functionality, is simple to set up, is highly customizable, and integrates right away with any Umbraco site. Let’s examine the benefits of Umbraco Workflow.
Umbraco Workflow: What is it?
It may be necessary to take a more controlled approach to content management for large sites with several editors. Multi-stage approval processes for publishing content are added thanks to Umbraco Workflow’s integration with the Umbraco backoffice. As a result, businesses can adopt a dispersed publishing strategy, knowing that the appropriate individuals are authorising material modifications before they are published.
Umbraco Workflow has a workflow system in addition to helpful dashboards for editors and managers and a fully functional backoffice application with in-depth analytics, documentation, and configuration choices.
Review and approval processes for content
Setting up workflows for content approval and publication is Umbraco Workflow’s major functionality. You specify the workflow’s stage count and who has permission to accept, reject, or stop an ongoing workflow. All of this is managed by the Process Content app, which is included with every piece of content that has a workflow assigned to it.
When a workflow is active, changes are communicated to the next stage using the Content App rather than the conventional actions for content (Save, Publish, Unpublish, etc.). If a change requires further work or updates from a particular individual or group within the organisation, it might be refused and sent back to an earlier stage in the workflow.
Groups for Approvals and Permissions
When you install the Umbraco workflow, a new Workflow section is introduced to the Umbraco backoffice, where this is done. You can designate the people or user groups that are a part of the approval group here and create new approval groups.
You can configure how they are notified, enable offline approval (no need for backoffice access), get an overview of the currently assigned workflows, see the workflow history, and more, in addition to using Approval Groups to make sure the right people have access to the right stages of one or more workflows.
Configuring Workflows
You obviously need a location to set everything up, as Umbraco Workflow offers so many features and possibilities. This is also done in the Workflow section of the menu item appropriately named Settings. You can create processes for new content items or document types here as well as access general settings for all workflows.
You can enable features like content locking to stop modifications at a specific stage, allowing media attachments, specifying behaviour for unpublishing and scheduling material, and more in the general settings. It’s easy to add stages and one or more approval groups to a process for new content items, and the general settings and group settings will take care of the rest.
Workflows can be added to all material of a specific type for additional control (document types). Assigning languages for multilingual sites, adding conditional stages, and configuring permissions for publishing and/or unpublishing content are some of the additional choices available.
The final choice is to exclude content from workflows. This is helpful for pages that need regular updates and for areas of a site that are exempt from review requirements.
Reviews of notifications and content
Useful notifications and reminders can make a decent content approval and review process even more effective. You can set up Umbraco Workflow to send emails to approval groups and members when it is their turn to act, as well as to send out reminders for dormant tasks and stages. Email templates are changeable, allowing you to include useful information and perhaps even a neatly branded message.
Scheduled content reviews are one more feature of Umbraco Process, in addition to notifications for workflow actions. This can make sure that the content is always current and legal.
Dashboards for an Excellent Summary
Umbraco Workflow provides various dashboards to the back office to give you the best possible view and connect all of these fantastic capabilities. Workflow has you covered, whether you’re looking at the status of a single piece of content or a broad overview of content changes and review processes.
There is a user dashboard for each user under the Content section. All of the user’s relevant data on active workflows and upcoming content reviews may be seen in this dashboard. A complete overview of all process and content review activity on a site is accessible to workflow administrators. useful for identifying bottlenecks and streamlining operations. You can alter the time frame to review the data and see it displayed with visual graphs to aid in data interpretation. The Workflow area of the Admin Dashboard contains this information.
The Active Workflow dashboard, which can be located in the Workflow area, provides a summary of all active workflows on the website. You receive a good visual portrayal of each individual workflow that is now ongoing, much like the user dashboard. This includes filtering options in addition to making it possible to rapidly review everything that is currently going on.
Conclusion
Umbraco Workflow for Umbraco CMS is truly a complete workflow suite. Everything is available, whether you want to include approval processes or make sure material is always current. The installation procedure is simple, and configuration can be as straightforward or intricate as you and the content creators require.
A growing number of businesses, particularly bigger ones, are requesting that procedures be well-defined and in-depth. We believe the solution in these cases is simple and obvious: Umbraco Workflow.
It is still worthwhile to test out Umbraco Workflow even if you are not currently in the market for this feature set, so you can answer this question with certainty for customers and future projects.