Website Content Update Request Workflow

Use this workflow to manage website content updates from request to deployment. Estimated time: 3-5 business days | Difficulty: Low to Medium | Team size: 2-4 people (requester, content editor, reviewer, developer)

14 steps 11 automations

Process steps

1

Define business objective (Project Manager)

4 hours from previous step
task
Form fields in this step
Objective
Basic features and functionality
2

Approve plan for new webpage (Client)

2 days from previous step
task
Hi {{client-contact-667265}}, We are now planning the {{webpage-needed-667264}} webpage for your site. Here are the proposed plans: Objective: {{objective-7643730}} Basic features and functionality: {{basic-features-and-functionality-7643729}} Please let me know if you would like anything else considered before we proceed with preliminary designs. Thanks!
Form fields in this step
Notes
Upload any screeshots
Approval?
3

Consider clients feedback and update objective if needed (Project Manager)

1 weeks from previous step
task
Client said: {{approval-7643743}} Feedback attached: {{notes-7643745}} {{upload-any-screeshots-7643744}}
4

Plan web page position in sitemap (Project Manager)

2 days from previous step
task
Please provide information on how this webpage fits in the sitemap.
Form fields in this step
Consider and take notes of the following:
Notes for webpage sitemap
Final URL of page
5

Determine SEO Strategy for Web Page (Project Manager)

2 days from previous step
task
Form fields in this step
SEO Strategy
6

Plan web page content and design elements (Project Manager)

2 days from previous step
task
Please provide information on the design of the web page. Please include SEO strategy: {{seo-strategy-7643727}}
Form fields in this step
Link to content document
Design Elements
Color Schemes
Wireframe or Mockups
7

Draft webpage (Website designer)

3 days from previous step
task
Please create a webpage with the following requirements. Webpage: {{webpage-needed-667264}} Account name: {{client-name-607286}} Objective: {{objective-7643730}} Basic feature and functions: {{basic-features-and-functionality-7643729}} URL: {{final-url-of-page-7643747}} Site map notes: {{notes-for-webpage-sitemap-7643749}} Link to content: {{content-feeds-416354}} Design elements: {{design-elements-7643740}} Color schemes: {{color-schemes-7643738}} Wire frame / mockups: {{wireframe-or-mockups-7643741}} Thank you.
Form fields in this step
Add link to draft web page
8

Review draft webpage (Project Manager)

2 days from previous step
task
Please review the draft web page and share any comments below with the website designer: {{add-link-to-draft-web-page-7643751}}
9

Approve webpage draft (Client)

3 days from previous step
task
Hi {{client-contact-667265}}, We have drafter the {{webpage-needed-667264}} webpage, please review it and let me know if you have any feedback: {{add-link-to-draft-web-page-7643751}} Thank you!
Form fields in this step
Feedback
Upload any files or screenshots
Approval?
10

Document the update request

4 hours from previous step
task
Write down exactly what needs to change - page URL, current content, and what it should say instead. Screenshots help. Vague requests lead to wrong updates.
11

Make the changes in staging

1 days from previous step
task
Update the staging or preview environment first. Never go straight to live. This is your chance to catch mistakes before real visitors see them.
12

Review and test the changes

2 days from previous step
task
Check the update on different browsers and devices. Click all the links. Make sure nothing broke nearby. Its easy to accidentally mess up something else.
13

Get approval to go live

3 days from previous step
task
Send the preview link to whoever requested the change. They confirm its right. Dont skip this - assumptions about what someone wanted cause rework.
14

Deploy to production

4 days from previous step
task
Push the update live and verify it one more time. Clear caches if needed. Let the requester know its done so they can check their work is actually out there.

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