Content Operations Template

It can be challenging for content operations departments to manage their workloads. The to-do list grows every day, with multiple current tasks, ongoing discussions, and a constant flow of new requests. Content operations teams need to be organized, so that requests are triaged efficiently, file versions can be easily found, and completion is delivered on time.

Wrike’s content operations template makes it easy to tailor the perfect workflow for your team. Transform your intake with customized content briefs that capture all the details you need. Visualize all your tasks in one place, fast-track approvals, and track progress with productivity dashboards and editorial calendars. Get your content to market faster than ever.

What’s included in this template

This content operations template will help you organize, streamline, and accelerate your organization’s creative output.

We have a step-by-step guide that will show you how to:

• Receive customizable content request forms
• Use dashboards, calendars, and Gantt charts to manage content output
• Categorize tasks using folders and projects
• Configure your workspace with custom workflows 

Step 1: Collect content briefs

When creative assets are required, the requestor answers questions listed on the template’s request form. These include: what is the project description? What type of content is being requested? Who is the target persona? When is it due? When it’s completed, they’ll submit the request form to the marketing project manager or traffic manager.

Step 2: 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. Cross-tag the request and add it to the relevant folder or folders.

Now, you must check if your team has the capacity to complete the task. Consult your team’s tasks to see who has the most bandwidth and assign your task accordingly. Want more visibility on your project timeline? Switch from Table view to Gantt chart. Drag and drop tasks, add dependencies, and move milestones with a single click.

Step 3: 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 “Content Review” or “In Revisions”).

Use the customizable workflow to update task statuses and track progress. Get a bird’s-eye view of your projects with an easy-to-configure Gantt chart. Create individual folders and subfolders for each task to eliminate confusion once and for all.

Step 4: Manage approvals

It’s important to keep track of your creative assets as they move through the various stages of development — from “In Production” to “Review” to “Completed.” View this information at a glance with Wrike’s custom dashboards so you can update clients instantly.

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. 

Simplify your writing, editing, revising, and approving processes with Wrike’s content operations template.