Working with Project Workflows working-with-project-workflows

The project workflows available out of the box include the following:

  • Project Approval Workflow - This workflow lets you assign content to a user, review, then approve.
  • Request Launch - A workflow the requests a launch.
  • Request Landing Page - This workflow requests a landing page.
  • Request Email - Workflow for requesting an email.
  • Product Photo Shoot and Product Photo Shoot (Commerce) - Maps assets with products
  • DAM Create and Translate Copy and DAM Create Language Copy - Creates translated binaries, metadata, and tags for assets and folders.

Depending on which Project template you select, you have certain workflows available:

Simple Project
Media Project
Product Photo Shoot Project
Translation Project
Request Copy
x
Product Photo Shoot
x
x
Product Photo Shoot (Commerce)
x
Project Approval
x
Request Launch
x
Request Landing Page
x
Request Email
x
DAM Create Language Copy*
x
DAM Create and Translate Language Copy*
x
NOTE
* These workflows are not started from the Workflow tile in Projects. See Creating Language Copies for Assets.

The steps for starting and completing workflows are the same no matter which workflow you choose. Only the steps change.

You start a workflow directly in Projects (except for DAM Create Language Copy or DAM Create and Translate Language Copy). Information on any outstanding tasks in a project are listed in the Tasks tile. Notifications for tasks that need to be completed appear next to the user icon.

For more information on working with workflows in AEM, see the following documents:

This section describes the workflows available for Projects.

Request Copy Workflow request-copy-workflow

This workflow lets you request a manuscript from a user and then approve it. To start the request copy workflow:

  1. In a media project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.

  2. In the workflow wizard select Request Copy and click Next.

  3. Enter a manuscript title and a brief summary of what you are requesting. If applicable, enter a target word count, task priority and a due date.

    Request Copy workflow

  4. Click Submit.

The workflow starts. The task appears on the Tasks card.

Product Photo Shoot workflow product-photo-shoot-workflow

The Product Photo Shoot workflows (both commerce and without commerce) are covered in detail in the document Creative Projects

Project Approval Workflow project-approval-workflow

In the Project Approval workflow, you assign content to a user, review, and then approve the content.

  1. In a simple project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.

  2. In the workflow wizard select Project Approval Workflow and click Next.

  3. Enter a title and select who to assign it to. If applicable, enter a description, content path, task priority and a due date.

    Project approval workflow

  4. Click Submit.

The workflow starts. The task appears on the Tasks card.

Request Launch Workflow request-launch-workflow

This workflow lets you request a launch.

  1. In a simple project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.

  2. In the workflow wizard select Request Launch Workflow and click Next.

  3. Enter a title for the launch and provide the launch source path. You can also add a description and live date, if you applicable. Select Inherit source page live data or exclude sub pages depending on how you want the launch to behave.

    Request launch workflow

  4. Click Submit.

The workflow starts. The workflow appears in the Workflows list.

Request Landing Page Workflow request-landing-page-workflow

This workflow lets you request a landing page.

  1. In a simple project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.

  2. In the workflow wizard select Request Landing Page and click Next.

  3. Enter a title for your landing page and the parent path. If applicable, enter a live date or choose a file for your landing page.

    Request landing page workflow

  4. Click Submit.

The workflow starts. The task appears on the Tasks card.

Request Email workflow request-email-workflow

This workflow lets you request an email. It is the same workflow that appears in the Emails tile.

  1. In a simple project, click the downward chevron at the top-right of the Workflows tile and select Start Workflow.

  2. In the workflow wizard select Request Email and click Next.

  3. Enter an email title, and the campaign and template paths. In addition you can provide a name, description, and live date.

    Request email workflow

  4. Click Submit.

The workflow starts. The task appears on the Tasks card.

Create (and Translate) Language Copy Workflow for Assets create-and-translate-language-copy-workflow-for-assets

The Create Language Copy and the Create and Translate Language Copy workflows are covered in detail in the document Creating Language Copies for Assets.

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