Workflow
Your organization may impose workflow on certain types of content items in Tridion Sites. This means that such content items must move through a prescribed sequence of steps called activities. This section explains workflow concepts and provides instructions for the various workflow tasks.
- Workflow concepts
When you modify a content item, your modification may be part of a larger workflow process, therefore it is important to understand how workflow works. This topic provides a high-level explanation of workflow concepts. - Picking up a Workflow Activity assigned to your Group
If a Workflow Activity is assigned to your Group, a notification appears in the top right hand side of your screen. You can also see all Workflow Activities assigned to your Group in the Things to do popup, also accessible from the top right hand side of your screen. You can look at the Activity's details and decide to pick it up. - Performing a Workflow Activity you have picked up
View Workflow Activities you have picked up at the top right hand part of the screen, and perform the Activity. - Reassigning a Workflow Activity you have picked up
After you have started an Activity, you can (and sometimes must) reassign it to another User or Group. - Finishing a Workflow Activity you have performed
When you have finished performing a Workflow Activity, indicate this by explicitly finishing the Activity. If you find that you cannot finish the Activity, you must reassign it to another User or Group. - Finishing a started Activity
Finish an Activity to indicate that you have finished performing a specific workflow task, such as reviewing content, on an item or items that you previously picked up by Starting an Activity. Only finish an Activity if you are finished with all the items associated with that Activity. - Creating a Task
You can create a Workflow Process that does not involve any content items, and assign it to a User or Group. Such a Workflow Process is called a Task. - Workflow Activity Details
If you select the Workflow area at top right, then from your Assigned or Started screen, you can select any Activity to see its details.