Content Management Template: Including the Two Nobody Plans For
Most content boards have a happy path and nothing else. This one ships with Cancelled and Rejected as real stages, because roughly a fifth of what you commission never runs, and pretending otherwise clogs the queue.
Runs on Cloud and Self-Hosted · Unlimited users, so freelancers and agencies cost nothing to add
What the Content Management template sets up
Choosing Content Management starts the project on a board with the Content Management Workflow, which is five statuses: Open, In Progress, Cancelled, Rejected, and Approved. Work is grouped into task groups, which most editorial teams use as months or as channels. The unusual part is that two of the five statuses are unsuccessful outcomes. Approved is the terminal success state, so if your process ends at publication you add a Published status yourself, which takes about ten seconds from the board.
Five stages, three of them endings
There is no Published status out of the box. If publication is a separate step in your process, and for most teams it is, add Published from the board and use Approved as the gate before it.
What you get on day one
Who picks this one
How to load a month of content
- One group per month, so the calendar is visible on the board
- Or one group per channel if you publish across many at once
- Keep two months ahead loaded and no more
- Content type as the task type: blog, case study, video, newsletter
- One owner at a time, changed as it moves between writer, designer and editor
- The publication date as the due date, not the draft deadline
- The brief in the description, so the writer does not have to ask
- Who reviews what, and the maximum time a piece may sit with them
- What Rejected means as opposed to a round of edits
- Who can approve, and whether legal is required for certain types
- The rule for Cancelled, so dead ideas actually get closed
Save the project as your own template once it works. Your version will carry the task groups, the tasks, the labels, and the task types into every future content project.
What this template fixes
Start a project from this template
- 1Create a project and choose Content ManagementThe project opens on a board with the five editorial statuses in place.
- 2Add a Published status if you need oneApproved is the last stage as shipped. If publication is a separate step, add it from the board before you load anything.
- 3Create a task group per monthTwo months ahead is enough. Loading six months of ideas is how a content board becomes unusable.
- 4Invite writers, designers, reviewers and freelancersEvery plan includes unlimited users, so the external writer belongs in the project rather than in an email thread.
- 5Set the content typesBlog, case study, video, newsletter, landing page. Use task types, so you can filter the board to one kind of work.
- 6Agree the review rule and write it downWho reviews, how long they get, and what Rejected means as opposed to edits. This is what stops the pipeline stalling.
- 7Load a month of real contentWith owners and publication dates. Then run it for a month before changing anything.
The features this template leans on
Content Management template FAQ
What statuses does the Content Management template create?
Is there a Published status?
What is the difference between Cancelled and Rejected?
Can I add my own review stages?
How should I use task groups?
Can I include freelance writers and agencies?
Does Orangescrum publish the content?
Should I use this or the Kanban template?
Get your content calendar on one board
Five stages, including the two that keep the queue honest.