Topics

Work streams


In This Guide

Creating a work stream

To create a work stream:

  1. In the search panel, do one of the following:
    1. Search for and select the items you want to include in a work stream.
    2. Click more_horiz, and select the collection containing the items you want to include in a work stream.
  2. Click more_horiz, then select New Workstream. The Workstream widget appears.
    Create workstream example.png
  3. In the Name field, type an identifying name for the work stream.
  4. In the Instructions field, type instructions for this work stream’s editors.
  5. Under Assigned Entities, click add_circle_outline. A selection field appears.
  6. Select editors or roles. If you select a role, then all editors associated with the role can contribute to the work stream.
  7. Click Save.

The new work stream appears in your dashboard’s Workstream widget; it also appears in the Workstream widget of the other participating editors.

Workstreams widget


Modifying a work stream

To modify a work stream:

  1. In your dashboard’s Workstream widget, click the name of the work stream.
    Workstream shown in Workstream widget.png
    The Edit Workstream widget appears.
    Edit workstream window.png
  2. Make the desired changes to the workstream.
  3. Click Save.

Filtering work streams

To filter the available work streams:

  • In your dashboard’s Workstream widget, make a selection from the list. Depending on your selection, another list appears.
Filtering work streams_1.svg

Brightspot updates the list of work streams.


Editing an item in a work stream

If your dashboard’s Workstream widget lists available work streams, you can work on the items in those streams.

To edit items in a work stream:

  1. In your dashboard’s Workstream widget, click Start or Continue for the work stream to which you want to contribute. The content edit form appears for the next available item in the work stream.
  2. Do one of the following:
    • Modify the item as required.
      • If the item is a draft, either publish it from the editorial toolbar, or save another draft—click settings then Save.
      • It the item is a revision, publish it from the editorial toolbar.

      Brightspot displays the content edit form for the next item in the work stream.

    • To skip this item and work on the next item in the work stream, click Skip.
    • To stop working on items in this work stream, click Stop. You can return to the item at a later time.

Viewing a work stream’s progress

You can view the list of editors who have worked on items in a work stream.

To view a work stream’s progress:

  • In your dashboard’s Workstream widget, click the link for the number of editors working on the work stream.
View work stream progress_1.svg

The Users Working On widget appears.

View work stream progress_2.png

The following table lists the columns in the Users Working On widget.

Column
Description
UserAn editor who started work on at least one item in the work stream.
Currently OnItem on which editor is currently working.
  • If you click the item, its content edit page opens.
  • If the editor is not working on an item, N/A is displayed.
CompletedNumber of items in this work stream that editor completed.

The Users Working On widget does not list items on which no editor has started working.


Deleting a work stream

To delete a work stream:

  1. In your dashboard’s Workstream widget, click the name of the work stream.
    Workstream shown in Workstream widget.png
    The Edit Workstream widget appears.
  2. Click Delete Permanently.
    Edit workstream window.png