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A WordPress Editorial Workflow for Writing, Reviewing and Publishing

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One PublishPress user came to us and wanted to set up this workflow on their WordPress site:

  1. Contributors pitch a story idea.
  2. Editors review the pitch, and either approve it and assign it to an author or reject it. 
  3. Authors and Editors work on the story. The Authors cannot publish, but the Editors can publish when they are happy.

In this tutorial, I'll show you how to set up this publishing workflow. To follow along, you will need these plugins:

#1. Contributors pitch story ideas

Let's start by setting up our Contributor users. If you need some background, these are the default permissions for Contributors.

We are going to allow Contributors to save posts as “Pending Review“. The “Pending Review” status indicates that the story ideas is waiting for feedback from Editors.

  • In your WordPress admin menu, go to “PublishPress”, then “Settings”, then “Statuses”.
  • Drag-and-drop the “Pending Review” status to the top of the screen.
  • If you don't see “Default” next to this status, click the “Make Default” link under “Pending Review”.

This is what you should see when you're finished:

  • Go to the “Capabilities” link in your WordPress admin menu.
  • Check the “Control Custom Statuses” box in the sidebar:
  • In the center of the screen, choose the statuses you want the Contributors to use. In this example, I allowed them access only to “Pending Review”:
  • Log in as a Contributor user. If you want to speed up this process, try the User Switching plugin.
  • Create a new post. This image below shows what you should see as a Contributor user. You only have access to the Pending Review status:

#2. Editors review the pitch and assign authors

Now you can move to setting up the Editors role.

  • Go to the “Capabilities” link in your WordPress admin menu.
  • Choose the “Editor” role.
  • Choose the statuses you want the Editors to use. In this example, I allowed them access to “Pending Review” and “Assigned”:
  • Log in as a Contributor user.
  • You will be able to go to the “Posts” screen and see the ideas submitted by Contributors:
  • Edit a post.
  • You will be able to read the post and evaluate the quality.
  • If you want to approve the post and move it on to an author, look in the right sidebar. Here you can choose the Author you want to work on the post, and you can set the status to “Assigned”.

#3. Authors and Editors work on the story

This final stage is almost ready to go. Both Authors and Editors can log in and edit this post.

However, we do need to make one change to match the original request. We need to stop Authors from publishing posts. Click to see the default permissions for Authors.

  • Go to the “Capabilities” link in your WordPress admin menu.
  • Choose the “Editor” role.
  • Uncheck the “Publish” box in the “Posts” row:

Now Authors will be able to update their own posts, but they won't be able to publish them.

However, Editors will be able to log in and click “Publish” when they are happy with the post.

More workflow options

In this guide, we concentrated on explaining the basics. However, this workflow can be changed or expanded to meet your needs.

  • If you need to assign more than one author to work on a story, we recommend the PublishPress Authors plugin.
  • To block Contributors from seeing the ideas from others users, try this technique.
  • To send updates to Contributors, Authors, and Editors to get updates as content moves through these stages, the PublishPress Pro plugin can send email and Slack notifications.
  • If you want the Authors and Editors to discuss the story idea in Step #3, you can use the the Editorial Comments in PublishPress Pro.

If you have questions about how to configure a similar workflow for your site, please get in touch.

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