How-to Use the Content Operations Template
Wrike's Content Operations template is designed to help you efficiently manage every step of creative content production. It can enable you to
Receive requests for content in a consistent and organized way
Plan content output across team members and sprints
Utilise ready-made item types to streamline your work
Report on all progress using optimized tools
When you open the Content Operations template in your workspace, you'll see these three folders:
Step 1: Quickstart Guide
Step 2 Launch new content
Step 3: See a Pro example
Here, you'll find everything you need to get started with this template quickly, in an easy to navigate Board view. See the Stuff to try (for newbies) section? Try these out! And drag each tasks to the Tried it! section when completed. There's also a Need help? section if you need further assistance. It includes a link to this very guide to make sure you can get started with the template easily.
This is where the tasks you interacted with in Quick Start Guide will bear fruit. If for example, a request form was used, the result will be added to this location. Think of this folder as the foundation of the template. All tools included in the template, such as calendars and dashboards will be populated from the data in this folder.
When a new request is submitted through the New Content Request form (accessible via the green + button in the top-right hand corner of your workplace) all of the information will arrive in the Content Intake folder and will be unassigned until it is manually assigned to a writer. These tasks will be added to this folder with New status.
When you assign these projects to a writer, each of them will have access to a folder with the projects they are working on. Each folder will include their different tasks and their respective statuses.
The Board view shows you the tasks of each project and which stage each task is in
We have also included a Table view that can show you all of the information related to your project, along with its custom fields.
Want to see how the pros use Wrike? This folder shows you a real-world example from a certified Wrike expert who has personalized this template to fit their organizational needs. Think of this folder as inspiration for what you could do (with just a little elbow grease) to streamline work across your business.
The Content Operations template includes a number of customized tools to help your team work effectively.
This brings all of your to-dos, from pending approvals to blocked tasks into this easy-to-use personalized productivity board. So, at a glance, you can see your most important tasks easily.
With this dashboard, you will be able to see all the project stages along with the respective tasks assigned to each one, so you can quickly track progress.
With the Department Requests Dashboard, you can find all of the incoming content requests, categorized by department.
In this calendar, you will have the opportunity to see custom and other relevant dates for each writer of the team. By clicking on the checkboxes, you are able to multi-select the writers whose calendars you would like to view. The information reflected in here is populated and connected to the folders created for each of the content writers in the team.
Custom item types allow you to create fully customizable task- and project-based item types that can be tailored to the needs of your whole organization or specific departments and teams.
In this template, there are six custom item types available that you can easily include in a new or in-progress project.
With the New Content Request form, any department within the company will be able to include a request for new content to be created.
With the workflow included in this template you will be able to categorize each step of your work in order to have full visibility of each stage of the process. You can use it for both tasks and projects in the Content Operations Space.