Content operations workflow for Tallyfy

Manage website updates from request to go-live

Website changes that skip staging or approval often break things. This template routes update requests through proper documentation, client approval, staging review, SEO planning, and production deployment so changes go live correctly every time.

14 steps

11 automations

Import into Tallyfy Preview steps

Information Technology website

Run this workflow in Tallyfy

Import this template into Tallyfy and assign the 14 steps to project managers, website designers, and clients who need to approve changes

Configure Tallyfy automations to hand off between planning phases, route drafts for client approval, and notify stakeholders when updates go live

Track website updates in real-time through Tallyfy so everyone knows whether a request is in planning, staging, awaiting approval, or deployed to production

Import this template into Tallyfy

Process steps

Define business objective (Project Manager)

4 hours from previous step

task

Form fields in this step

Objective

Basic features and functionality

Approve plan for new webpage (Client)

2 days from previous step

task

Hi {{client-contact-667265}}, We are now planning the {{webpage-needed-667264}} webpage for your site. Here are the proposed plans: Objective: {{objective-7643730}} Basic features and functionality: {{basic-features-and-functionality-7643729}} Please let me know if you would like anything else considered before we proceed with preliminary designs. Thanks!

Form fields in this step

Notes

Upload any screeshots

Approval?

Consider clients feedback and update objective if needed (Project Manager)

1 weeks from previous step

task

Client said: {{approval-7643743}} Feedback attached: {{notes-7643745}} {{upload-any-screeshots-7643744}}

Plan web page position in sitemap (Project Manager)

2 days from previous step

task

Please provide information on how this webpage fits in the sitemap.

Form fields in this step

Consider and take notes of the following:

Notes for webpage sitemap

Final URL of page

Determine SEO Strategy for Web Page (Project Manager)

2 days from previous step

task

Form fields in this step

SEO Strategy

Plan web page content and design elements (Project Manager)

2 days from previous step

task

Please provide information on the design of the web page. Please include SEO strategy: {{seo-strategy-7643727}}

Form fields in this step

Link to content document

Design Elements

Color Schemes

Wireframe or Mockups

Draft webpage (Website designer)

3 days from previous step

task

Please create a webpage with the following requirements. Webpage: {{webpage-needed-667264}} Account name: {{client-name-607286}} Objective: {{objective-7643730}} Basic feature and functions: {{basic-features-and-functionality-7643729}} URL: {{final-url-of-page-7643747}} Site map notes: {{notes-for-webpage-sitemap-7643749}} Link to content: {{content-feeds-416354}} Design elements: {{design-elements-7643740}} Color schemes: {{color-schemes-7643738}} Wire frame / mockups: {{wireframe-or-mockups-7643741}} Thank you.

Form fields in this step

Add link to draft web page

Review draft webpage (Project Manager)

2 days from previous step

task

Please review the draft web page and share any comments below with the website designer: {{add-link-to-draft-web-page-7643751}}

Approve webpage draft (Client)

3 days from previous step

task

Hi {{client-contact-667265}}, We have drafter the {{webpage-needed-667264}} webpage, please review it and let me know if you have any feedback: {{add-link-to-draft-web-page-7643751}} Thank you!

Form fields in this step

Feedback

Upload any files or screenshots

Approval?

Document the update request

4 hours from previous step

task

Write down exactly what needs to change - page URL, current content, and what it should say instead. Screenshots help. Vague requests lead to wrong updates.

Make the changes in staging

1 days from previous step

task

Update the staging or preview environment first. Never go straight to live. This is your chance to catch mistakes before real visitors see them.

Review and test the changes

2 days from previous step

task

Check the update on different browsers and devices. Click all the links. Make sure nothing broke nearby. Its easy to accidentally mess up something else.

Get approval to go live

3 days from previous step

task

Send the preview link to whoever requested the change. They confirm its right. Dont skip this - assumptions about what someone wanted cause rework.

Deploy to production

4 days from previous step

task

Push the update live and verify it one more time. Clear caches if needed. Let the requester know its done so they can check their work is actually out there.