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Contentplanning with& without WordPressPlug-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 Up , 1 s t F e b r u a r y, 2 0 1 7

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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.org22.–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 orMicrosoft

§ 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, upload5. Editing & SEO (proof-read & check Yoast)6. Published7. is also linked at facebook, twitter, LinkedIn, XING,

tumblr

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Scrum: 3 questions @ DailyScrum orTeam Standup-Meeting

§ What did Youaccomplish yesterday?

§ What are you planningto 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 Slackteam here:

https://austriawpcommunity.slack.com/

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Your usernamefor 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 teammembersevery day the threeStandUp-Meeting questions

§ and puts them in a SlackChannel(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 Youwrite today?

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Content-planning with WordPressEdit Flow

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WordPress User Roles:They offer a workflow for a team

publish

prepare

informedcomment

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Edit Flowhttps://wordpress.org/plugins-wp/edit-flow/

http://editflow.org/

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Edit Flow: Version & Ratings

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Installation: Choose oneEdit Flow : PublishPressEdit Flow§ Remixing the WordPress

admin for better editorialworkflow options.

§ Von Daniel Bachhuber, Scott Bressler, Mohammad Jangda, Automattic, and others | Details ansehen

PublishPress

§ The essential plugin forany WordPress site withmultiple 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 importthe data intoPublishPress?

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 yourcontent.

§ You can filter thecalendar by post status, categories, users or posttypes,

§ Not-yet-published postscan be dragged from dateto 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 toview the story in progress will also havethe ability to commenton 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 adminand displayed on thecalendar, story budgetand List Posts screens.

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How can I customize Edit Flow 2?Example: Extend the CalendarUsing WordPress’ hooks and filters, you can extend thecalendar 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’refollowing.

§ Users can be subscribedto notifications for anypost, either individuallyor by selecting usergroups.

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Edit Flow Features:User Groups§ Keep your users

organized bydepartment 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 becollapsed or expanded), and the view can befiltered by post status, category, author, orpublishing 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 forbetter 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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FeedbackIch freue mich auf Ihr Feedback!Give me feedback!

411. März 2017

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Merci!Martin MuchaHartlgasse 37–29/10A-1200 Wien | ViennaAustria

Tel.: +43 (664) 76 11 990mm@martinmucha.athttps://martinmucha.at

421. März 2017

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WordCamp Vienna 2017 #wcviehttps://2017.vienna.wordcamp.org

Vienna

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See You at #wcviehttps://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 ofonline-marketing, press, public relations, video, streaming

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#wcvie locations

Stockwerk.co.at

Altes AKH/Uni Campus