3.3 Task Concept: Content Editor

Conceptual Overview

A Task is a draft working space within a Project

A Task is a designated editing area where you can securely make and save draft changes without impacting the Approved Content or other Tasks. This feature enables you to compile and review changes collectively. Additionally, it provides an opportunity to preview these changes in a staging environment, after which these changes can be seamlessly integrated into the Approved Content.

Tasks are ideal for drafting separate pieces of content that may be worked on by different people and released at different times. For example: marketing campaigns, seasonal promotions, and new site pages.

Multiple users may access the same Task giving flexibility to work on Tasks together or independently. There is no limit to the number of users allowed in one Task.

Content that is eligible for release – the Approved Content – can never be directly edited; all content changes begin within a Task.

Conceptual Diagram

Reviewing and Completing Tasks

Tasks are kept in sync with the Approved Content, except where edits have been made

Once reviewed, Tasks may either be completed or abandoned. If completed, Task changes are added to the Approved Content, ready for release. If abandoned, the changes are discarded.

Tasks are kept in sync with the Approved Content as it changes: when a Task is completed and the Approved Content updates, all other Tasks are updated too – except where an edit has been made in a Task, which takes precedence. This means you’re always working alongside the latest Approved Content, while keeping the content changes you’ve made in your Task.

When a Task is completed, users working in other Tasks may notice real-time updates in fields that have not been edited.

Approved Content changes will apply to but not be visible in fields that are currently being edited, and saving such edits will supersede any incoming changes.

Workflows

You can add an approval Workflow to ensure Tasks are reviewed and approved by the appropriate personnel before being completed and added to the Approved Content.

Completing Multiple Tasks

The following diagram shows how Tasks and the Approved Content are updated when multiple Tasks are being worked on and completed at the same time.

Notes

Tasks cannot be published to production environments; only the Approved Content can.

Changes to non-content data, such as users, roles, and Workflows, are not encapsulated by Tasks and can therefore be modified at any time within a Project, regardless of the currently active Task. For more information, see Task-protected features.

User Journeys

1. Managing Tasks

2. Reviewing Tasks