Collaboration

Collaborating with coworkers

Manage workflows

Use workflows to assign content items to team members, work together smoothly, and manage content easily with a Kanban board, commenting, and notifications.

Workflow stage

A workflow is the lifecycle of a content item from its creation until it's done and ready to be published. Explore the below workflow stages to leverage its power in Prepr.

workflow stages

To do

When you create a new content item, it is first set to the To do stage. This means that you have yet to start work on this content item. To do content items are typically items in which raw text has been entered with many missing fields.

In progress

The moment the content item is further compiled by you or your team, the stage is updated to In progress. The content item is built and all fields are now filled with the correct content. You can save content items in this stage, even if required fields have not been entered.

Review

When the content item is almost finished and needs a final check, set the workflow stage to Review. If someone else has to review your work, you can assign this content item to someone else. You can save content items in this stage, even if required fields have not been entered.

Done

The content item is finished and does not need any further adjustments. The content is set to Done automatically when the content item is published. Check out the Manage content items doc for more details. You can only save content items in the stage Done if all required fields have been entered.

If you schedule a content item, make sure the workflow stage is set to Done if you want it to be published automatically on the Publish on date.

Archived

A content is automatically Archived when the Unpublish on date and time is set on the content item and has been reached.

The workflow stage does not necessarily indicate that a content item has been published or not. You can easily see if a content item has been published at the top of the content item sidebar. Check out the Manage content items doc for more details.

Assignees

You can assign content items to a user and filter the content item list by assignee, making it easier to focus on the items you need to work on. To assign a content item, or change the assignee, choose Assignee in the content item sidebar. You can assign the content item to yourself or to another user.

assignees

To get a clear overview of all content items that have been assigned to a specific user, you can filter the content item list by the assignee. Click on the user for whom you want to see all content items. Select Assigned to me if you want to see all content items that you have to work on.

Commenting

To make internal comments on a content item, you can use the comment section in the content item sidebar. You can notify other users by mentioning them in your comment. This can be useful when they need to review your content item first.

commenting

To send a notification, type @ and the name of your co-worker. Then, click the Add comment button to add your note to the content item.

mentions

Your co-worker will receive a notification in Prepr, at the top of the screen, as well as an email (within a few minutes) with a link to the right content item.

Kanban view

At the top right of the content item list, switch from the List view to the Kanban view. Here you can see the content items by each of the workflow stages. In this view, you can easily drag and drop a content item to update the stage.

kanban view

Notifications

When you assign a content item to someone else or mention them in a comment, they will receive a notification in Prepr at the top of their screen and a Prepr notification by email within a few minutes. The link in the email will lead them directly to the right content item.

notifications

When another Prepr user starts working in the same content item as you, this will be visible above the save button.

collaborators

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