A workflow is the complete path a work item must take before it is completed. A workflow can contain one or more steps. Each step is an individual assignment that a contributor can work on.

There are two primary ways to set up a new workflow: You can clone an existing workflow or you can use a template.

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Using a template prepopulates required information such as:


EXAMPLE OF PREPOPULATED TASK INTERFACE:





How do I pick a template?

To pick a template, first you must choose from four main categories:

  • Content
  • Data
  • Moderation & Quality Assurance
  • More Template Types
    • Transcription
    • Images
To choose a category, ask yourself the following question: Do you need to create content, collect data, or moderate an existing set of content?

SELECT A CATEGORY:




Once you choose a general category, you can pick a template type.

For example, if you chose the Content category, you'll be able to choose from the following template types:

  • Articles
  • Blog Posts
  • eCommerce
  • Lists & Slideshows
  • Optimization & Maintenance
  • Social & Marketing

SELECT TEMPLATE TYPE:



After you decide on a template type, you can choose your specific template. Templates vary based on the goal of your workflow and provide you options for the number of steps within your workflow.

For example, if you pick eCommerce, you'll be able to choose from the following templates:

  • Product Description With Bullets
  • Extended Product Description
  • Extended Product Description With Bullets
  • Buying Guides
  • Buying Guides With Markdown

SELECT TEMPLATE:

Next, select the number of steps to include in your workflow. The number of steps you select will influence the speed, quality and cost of your workflow. The options available vary for each templates but include you'll be able to choose from the following options:

  • 3 Steps: Create + Edit + Review
  • 2 Steps: Create + Review
  • 1 Step: Create

SELECT STEPS:




What do I do if a template isn't exactly what I want?

A template is simply a starting point. Any template you select can be fully customized to suit your specific project.


You can:

  • Add inputs and outputs
  • Edit the instructions
  • Modify the interface
  • Change the settings
  • Refine your workforce