Follow your first project through its workflow

To follow this tutorial, you need:

We’ll find a project from the dashboard and the project list, read its brief and export it, and leave a comment for the team. Then we’ll check its milestones and move it to the next stage using its transitions.

Throughout the tutorial, we’ll call the project Tutorial spring campaign. Use the name of your own practice project wherever you see it.

The tutorial takes about 30 minutes, including the videos, in seven steps:

The dashboard is where Collaboration Hub tells you what needs your attention.

We’re going to open the dashboard and find our project there.

You’ll notice that:

Projects you’ve started but not yet submitted also appear here.

If you created Tutorial spring campaign yourself and haven’t submitted it, it’s listed in the Draft Briefs widget, in the briefing state.

The dashboard displays what needs you now. The project list displays every project you can reach, with tools for finding one.

We’re going to find our project by name, then narrow the list with a filter.

You’ll notice that:

To clear the filters, select the cross on each one, or open the filter panel and select Clear all. Select the project’s name to open it.

Everything you need to understand a project sits in its tabs.

We’re going to read the brief, then export it so we could share it outside Storyteq CMP.

You’ll notice that the exported document includes the brief’s current status, the project creator, the project dates, and every briefing field completed so far.

Some projects contain sub-projects, each with its own workflow, where content for approval is uploaded.

If Tutorial spring campaign has sub-projects, use the arrow button at the top of the project to switch between the top-level project and each sub-project. The tabs display the information for whichever one you select.

Comments keep the conversation about a project with the project, rather than in email.

We’re going to add a comment, then reply to it.

You’ll notice that:

Everyone with access to the project can read its comments, at any stage. That’s what makes the comments a record of the decisions made along the way.

At some stages, the workflow needs you to choose who does the next piece of work, such as a content creator.

We’re going to make that assignment, if our project’s current stage asks for one.

You’ll notice that the assignment is part of the workflow, not the Collaborators tab. The person you assign is notified when the project reaches them.

Milestones are the checkpoints a project should reach by set dates.

We’re going to check our project’s milestones, then see them on the timeline alongside other projects.

You can change a milestone date by selecting the calendar icon next to it, when the project is with you and you have editor rights. To recalculate every date at once, select Actions, then Calculate Milestones.

You’ll notice that the markers along the project’s bar indicate each milestone’s status:

Select the project’s bar to display its details, then select View project to return to it.

When you’ve finished your part of a project, a transition hands it to the next stage.

We’re going to use the transitions panel to move our project to the next stage.

The transition grants access to the next person, sends notifications, and applies any other automated workflow actions. If you don’t select Go, none of that happens, and the project stays with you.

You’ll notice that the transitions panel now tells you no further action is required from you. That means the project is no longer with you to action, not that something has gone wrong.

Open the project list again. Tutorial spring campaign displays its new workflow state, and the person responsible for the next stage.

Here’s what we’ve done:

In this tutorial, you’ve learned how to:

When the project reaches review, continue with Run your first project review. Understanding Collaboration Hub explains how projects and the workflow fit together.