Edit Flow – a WordPress Plug in – vs. external planning tools: like shared calendars, excel spreadsheets, task-lists, Kanban-boards, Slack, a 4th daily standup-meeting question

1. martinmucha.at
Contentplanning with
& without WordPress
Plug-In “Edit Flow”, Kanban & Scrum, Calendar, Excel
by Martin Mucha | @mmucha
Vi e n n a W o r d P r e s s M e e t U p , 1 s t F e b r u a r y, 2 0 1 7

2. martinmucha.at
Martin Mucha
§ Born 1962 in Vienna
§ 1980-1990: Psychology at Uni Vienna, now Graz
§ since 1992 IT: presales, sales, projectmanager (C++, Java, PHP),
no-coder -> copy-paster, marketing, productmanagement, training/Webcasts
§ 1999: Midgard (LAMP CMS)
2003: Typo3 (Co-Founder of Typo3 Usergroup)
2005–2014: SharePoint Intranets (Ottakringer, industry)
2015: WordPress
§ teammember of #wcvie WordCamp Vienna 2017:
https://2017.vienna.wordcamp.org
22.–23. 4. 2017: Get Your 20 € ticket
§ WordPress MeetUp Vienna co-organizer

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Content-planning without WordPress

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Calendar Planning outside WordPress
§ Spreadsheet at
GoogleDocs or
Microsoft
§ Real shared Calendar

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Shared Excel Spreadsheet
(GoogleDocs/Microsoft OneDrive)

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Real shared Calendar

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Kanban styled content-planning:
move post-its

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Tools for Kanban-Styled boards
§ Trello
§ Microsoft „Planner“ (Add-on of Office 365)
§ Blossom from Austria $$
Alternatives
(taskmanagement for teams without swimlanes)
§ Asana
§ Evernote
§ Wunderlist

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Microsoft „Planner“ @ Office 365

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Many stages ...

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My Kanban-Stages
1. Content ideas (could we write)
2. Pipleline (should we write)
3. in progress (is written now)
4. images: choose, edit, upload
5. Editing & SEO (proof-read & check Yoast)
6. Published
7. is also linked at facebook, twitter, LinkedIn, XING,
tumblr

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Scrum: 3 questions @ DailyScrum or
Team Standup-Meeting
§ What did You
accomplish yesterday?
§ What are you planning
to do today
§ What challenges stand
in Your way?

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App: Jell

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Join austriawpcommunity.slack.com
§ To join us on Slack, simply follow this instructions
https://make.wordpress.org/chat/
§ And after you have a validated account:
$username@chat.wordpress.org simply join our Slack
team here:
https://austriawpcommunity.slack.com/

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Your username
for WordPress-Slack-Teams
$username@chat.wordpress.org
BTW: not a working e-mail-address

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#wcvie works together at Slack &
WordPress MeetUps too

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Tipp: also join the German „Krauts“:
dewp.slack.com

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howdy @ Slack
§ howdy asks You and the
other teammembers
every day the three
StandUp-Meeting
questions
§ and puts them in a Slack
Channel
(I‘ve called it dailyscrum)

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howdy @ Slack:
normally 3 questions
§ What did You
accomplish yesterday?
§ What are you planning
to do today
§ What challenges stand
in Your way?

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I‘ve added a 4th question at
howdy@Slack
§ What Blog-posts will You
write today?

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Content-planning with WordPress
Edit Flow

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WordPress User Roles:
They offer a workflow for a team
publish
prepare
informed
comment

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Edit Flow
https://wordpress.org/plugins-wp/edit-flow/
http://editflow.org/

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Edit Flow: Version & Ratings

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Installation: Choose one
Edit Flow : PublishPress
Edit Flow
§ Remixing the WordPress
admin for better editorial
workflow options.
§ Von Daniel Bachhuber,
Scott Bressler, Mohammad
Jangda, Automattic, and
others | Details ansehen
PublishPress
§ The essential plugin for
any WordPress site with
multiple writers
§ Version 1.0.5 | Von
PressShack | Details
ansehen

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PublishPress or Edit Flow?
§ After activating
PublishPress:
We have found Edit Flow
and ist data!
Would You like to import
the data into
PublishPress?
Yes, import the data |
Dismiss

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Publish Press:
Aktive
Installationen:
30+

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Features of Edit Flow
§ Calendar – A convenient month-by-month look at your
content.
§ Custom Statuses – Define the key stages to your workflow.
§ Editorial Comments – Threaded commenting in the admin for
private discussion between writers and editors.
§ Editorial Metadata – Keep track of the important details.
§ Notifications – Receive timely updates on the content you’re
following.
§ Story Budget – View your upcoming content budget.
§ User Groups – Keep your users organized by department or
function.

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Edit-Flow Feature:
„Calendar“
§ week-by-week or month-
by-month view into your
content.
§ You can filter the
calendar by post status,
categories, users or post
types,
§ Not-yet-published posts
can be dragged from date
to date on the calendar.

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Edit Flow Feature:
Custom Stati
§ define the stages of
your editorial workflow.
§ Out of the box: only
“Draft” and
“Pending Review”

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Edit Flow Feature:
Editorial Comments
§ Anyone with access to
view the story in
progress will also have
the ability to comment
on it.

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Edit Flow Feature:
Editorial Metadata
§ This metadata is not
published with the post,
but can be viewed in
the WordPress admin
and displayed on the
calendar, story budget
and List Posts screens.

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How can I customize Edit Flow 2?
Example: Extend the Calendar
Using WordPress’ hooks and filters, you can extend the
calendar in the following ways:
§ ef_view_calendar_cap (filter)
§ ef_calendar_allow_ajax_to_set_timestamp (filter)
§ ef_calendar_total_weeks (filter)
§ ef_calendar_weekend_days (filter)
§ ef_calendar_item_information_fields (filter)
§ ef_show_scheduled_as_unpublished (filter)

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Edit Flow Feature:
Notifications
§ Receive timely updates
on the content you’re
following.
§ Users can be subscribed
to notifications for any
post, either individually
or by selecting user
groups.

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Edit Flow Features:
User Groups
§ Keep your users
organized by
department or function.
§ Address User Groups

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Edit Flow Feature:
Story Budget
§ Print out a copy to take
to your planning meeting.
§ Posts are grouped by
categories (which can be
collapsed or expanded),
and the view can be
filtered by post status,
category, author, or
publishing cycle.

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How can I customize Edit Flow?
My favorite:
Hide the “Publish“ button for certain custom stati!

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The next steps for
better content-planning
§ test „Edit Flow“
§ test Slack, and register at https://austriawpcommunity.slack.com/
§ Plan the stati of Your blogposts YOU need
(discuss the slide „My Kanban-Stages“)
§ Decide, if You want to manage Your content-planning inside or
outside („with“ or „without“) WordPress
§ Choose the right tools (shared calendar/Excel, tasklists, Kanban
Boards, Scrum-styled, Slack, etc.)
§ invite all Your teammembers
§ grant them the right user-rights
(contributor, author, editor)

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Q & A?
401. März 2017
Noch Fragen? | Questions & Answers

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Feedback
Ich freue mich auf Ihr Feedback!
Give me feedback!
411. März 2017

42. martinmucha.at
Merci!
Martin Mucha
Hartlgasse 37–29/10
A-1200 Wien | Vienna
Austria
Tel.: +43 (664) 76 11 990
mm@martinmucha.at
https://martinmucha.at
421. März 2017

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WordCamp Vienna 2017 #wcvie
https://2017.vienna.wordcamp.org
Vienna

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See You at #wcvie
https://2017.vienna.wordcamp.org

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Opened calls for #wcvie
§ Call for Speakers: ends on sunday, 5th of March
§ Call for Sponsors
§ Call for Mediapartners
§ Call for Volunteers
§ The team is looking for helping hands in the fields of
online-marketing, press, public relations, video,
streaming

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#wcvie locations
Stockwerk.co.at
Altes AKH/Uni Campus