[Use Case Templates] Content Operations ๐Ÿ“

Hey there ๐Ÿ‘‹

Our Use Case Templates series continues and today, weโ€™d like to start a discussion on Content Operations.

It can be difficult for content operations teams to manage their workloads while dealing with current and incoming requests. Without a workflow tailored to your team, content may not be created as effectively or efficiently as it could. With Wrikeโ€™s content operations template, you can eliminate these complications and streamline your requests in one space. The template will help you to streamline the intake process and easily track the content creation process.

Accessing Wrikeโ€™s Use Case Templates

In case you are new to Use Case templates, please note that they are available in the Space creation dialogue. To use a template, start creating a Wrike Space how you usually would and youโ€™ll see the option to create this space from a pre-made Wrike Use Case template:

Please note that now not only account owners and admins can use these templates, but also those users who have the right to create spaces ๐Ÿ˜Š

Content Operations Template

This template space consists of a folder structure with sample folders, projects, and tasks, a set of pre-built custom fields, a custom workflow, a request form, reports, a calendar, and dashboards.ย 

Working in a marketing department, you probably need to have a clear understanding of requests from other departments. Thatโ€™s why this template includes a ready-made request form that populates the pre-built custom fields to ensure you get all the details you need.


When creative assets are required, the requestor will simply answer the questions listed on this form. The content development process has now begun, and you can use this template to guide you through the following three steps.

Step 1: Organize intake

The request form will come in via your intake folder. Take a look at the details and ensure all the necessary information has been provided for your team to start the task.ย 

Now, you must check if your team has the capacity to complete the task. Consult your team dashboard to see who has the most bandwidth and assign your task accordingly.ย 

Step 2: Kickstart workflow

Remove the project from your intake folder to initiate the next stage of content operations. You can tweak the settings so this action triggers a status change (e.g., move to โ€œContent Reviewโ€ or โ€œIn Revisionsโ€). Check out Wrikeโ€™s Automation engine for more information.

Use the customizable workflow to update task statuses and track progress.ย 

Step 3: Manage approvals

Itโ€™s important to keep track of your creative assets as they move through the various stages of development โ€” from โ€œResearchโ€ and โ€œDraftโ€ to โ€œReviewโ€ to โ€œCompleted.โ€ View this information in the Content Calendar dashboard.

Give each team member a clear view of their current tasks, and connect each task to its relevant campaign to keep other stakeholders in the loop. You can also use a pre-created calendar to track your campaigns.



Do you have a content operations team in your organization? Would they benefit from this template and how?ย  Please comment below and share your thoughts ๐Ÿ‘‡

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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We don't have a content operations team but I can see how this would be very helpful for those who do! Thanks for all the templates! These are great!

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We have similar blue prints already created.

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Thank you, folks!ย 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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I will pass this idea to our communications team within our program. This could be useful for their work. Thanks for the great ideas to help us improve our process and utilize Wrike.

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We dont have content operations team since we are just a small company. But maybe in the future!

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Good structure and good base for further extension to our individual needs.ย 

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Great to hear you find this useful, everyone ๐Ÿ˜Š

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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This would be useful for a content-driven team! ๐Ÿ‘

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We do not have a team that would use this (as one does not exist), but we do implement some of the tips already for other teams.

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We don't have a content operations team, but instead, each team creates its own content from scratch according to its own needs. This is good and bad -- there's a high level of customization since the needs of each group are different, but moving from one workspace to the next can feel like traveling between alien planets since there is little standardization. Starting from templates might help bring disparate groups closer together...

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We don't have a content team either - but I can see this is useful for some groups - the templates come in super handy when you are just starting out in Wrike and want to figure out the best way to structure things!

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This is some really good food for thought for our content marketing team, especially when reimagining the approvals process. Will pass this along, thanks!

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I agree that many of these templates can be used (even if for inspiration) for very different processes ๐Ÿ™‚

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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My personal day-to-day does not include content development however, I can see how this may be extremely beneficial to our communications and marketing teams.

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We created similar structure involving contents from simple social media posts to complex ebooks and even webinars :-)

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Thank you for sharing, Melynda McNamara, Neyl Walecki ๐Ÿค—

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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