Content operations workflow for Tallyfy

Manage website updates from request to go-live

Website changes that skip staging or approval often break things. This template routes update requests through proper documentation, client approval, staging review, SEO planning, and production deployment so changes go live correctly every time.

14 steps

11 automations

Import into Tallyfy Preview steps

Information Technology website

Run this workflow in Tallyfy

Import this template into Tallyfy and assign the 14 steps to project managers, website designers, and clients who need to approve changes

Configure Tallyfy automations to hand off between planning phases, route drafts for client approval, and notify stakeholders when updates go live

Track website updates in real-time through Tallyfy so everyone knows whether a request is in planning, staging, awaiting approval, or deployed to production

Import this template into Tallyfy

Process steps

Define business objective (Project Manager)

4 hours from previous step

task

Form fields in this step

Objective

Basic features and functionality

Approve plan for new webpage (Client)

2 days from previous step

task

Hi {{client-contact-667265}},

We're now planning the {{webpage-needed-667264}} webpage for your site. Here's what we have in mind:
Objective:
{{objective-7643730}}

Basic features and functionality:
{{basic-features-and-functionality-7643729}}

Let me know if there's anything else you'd like us to consider before we move on to preliminary designs.

Thanks!

Form fields in this step

Notes

Upload any screeshots

Approval?

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

1 weeks from previous step

task

Review what the client said, then decide if the objective needs updating before moving forward.

Client response: {{approval-7643743}}

Feedback notes:
{{notes-7643745}}
{{upload-any-screeshots-7643744}}

Plan web page position in sitemap (Project Manager)

2 days from previous step

task

Describe where this page fits in your site structure. What section does it live under? How will visitors find their way to it?

Form fields in this step

Consider and take notes of the following:

Notes for webpage sitemap

Final URL of page

Determine SEO Strategy for Web Page (Project Manager)

2 days from previous step

task

Form fields in this step

SEO Strategy

Plan web page content and design elements (Project Manager)

2 days from previous step

task

Lay out what this page needs in terms of content and visual design. Include your SEO strategy below so the designer and developer have everything they need before they start.

SEO strategy:
ï»¿{{seo-strategy-7643727}}

Form fields in this step

Link to content document

Design Elements

Color Schemes

Wireframe or Mockups

Draft webpage (Website designer)

3 days from previous step

task

Here's everything you need to build this page. Review all the details below before you start.

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}}

Thanks!

Form fields in this step

Add link to draft web page

Review draft webpage (Project Manager)

2 days from previous step

task

Take a look at the draft and leave your comments below for the website designer. Be specific about anything you want changed before it goes to the client.
{{add-link-to-draft-web-page-7643751}}

Approve webpage draft (Client)

3 days from previous step

task

Hi {{client-contact-667265}},

We have drafted the {{webpage-needed-667264}} webpage. Take a look and let me know if you have any feedback:
{{add-link-to-draft-web-page-7643751}}

Thanks!

Form fields in this step

Feedback

Upload any files or screenshots

Approval?

Document the update request

4 hours from previous step

task

Write down exactly what needs to change - the page URL, what's there now, and what it should say instead. Screenshots are worth including. Vague requests almost always lead to wrong updates and rework for everyone.

Make the changes in staging

1 days from previous step

task

Make your edits in the staging or preview environment first - never go straight to the live site. This is your chance to catch mistakes before real visitors see them.

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 nearby broke - it's easy to accidentally mess something else up when editing a page.

Get approval to go live

3 days from previous step

task

Send the preview link to whoever requested the change and have them confirm it's right. Don't skip this step - assumptions about what someone wanted almost always cause rework.

Deploy to production

4 days from previous step

task

Push the update live and verify it one more time. Clear caches if needed. Then let the requester know it's done so they can check their changes are actually out there.