The Content Workflow | Civio Engage Knowledge Base [Skip to content](#main) [ ![Civio Engage Knowledge Base](/civio-light.svg) ](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io) [Product documentation](/articles) [Release notes](/releases) [Roadmap](/roadmap) [ Support portal ](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io/portal/login) Toggle navigation [Product documentation](/articles) [Release notes](/releases) [Roadmap](/roadmap) [Support portal](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io/portal/login) 1. [Home](/) › 2. [Product documentation](/articles) › 3. [Getting Started with Civio Engage](/articles?category=15) › 4. The Content Workflow The Content Workflow ==================== Updated 1 week ago · 5 min read Search Search Every piece of content in Civio Engage, whether it's a project, a page, or a participation tool, follows a structured workflow before it reaches the public. This keeps your team aligned and ensures nothing goes live without the right sign-off. The four workflow stages ------------------------ Content moves through four stages before it's visible on your public site: ![The status badge at the top of a content item, showing its current workflow stage](https://engage.knowledge.civ.io/storage/Q260zSbGudPQIHmLq2gCn41P8GRlnSZU8U6pruhh.png) **Stage****What it means****Who can see it?****Draft**Content is being created or edited. It can be changed freely.Internal users only**Sent for Approval**Content is locked and waiting for a Reviewer to check it.Internal users only**Approved**A Reviewer has signed off. Content is ready to go live.Internal users only**Published**Content is live on the public site for your community to see.EveryoneContent can also be **Rejected** (sent back to draft with feedback) or **Unpublished** (removed from public view but kept in the system). For full definitions of each status, see [Workflow status](/articles/9176823327503-Workflow-status). Who does what ------------- Each workflow stage is handled by a different role: **Action****Role required**Create or edit content in draftEngagement Officer (or above)Send content for approvalEngagement Officer (or above)Approve or reject contentReviewer (or above)Publish or unpublish contentPublisher (or above)Create a projectProject Manager (or above)Roles are hierarchical, each role inherits the permissions of the roles below it. A Project Manager can do everything a Publisher, Reviewer, and Engagement Officer can do. For a full breakdown of every role and what it can access, see [User roles](/articles/9176861358095-User-roles). Walking through the workflow ---------------------------- Here's what a typical workflow looks like for a project, from creation to publication: ### Step 1: Engagement Officer creates a draft ![The New draft button, used to save changes to a content item before sending it for approval](https://engage.knowledge.civ.io/storage/A7VgQtWTJ8nANuYo4bHfVvBALtWGfKcFp97brMGg.png) 1. Open the project or content item and make your edits. 2. Click **New draft** to save your changes. 3. Add a **revision message** describing what you changed (e.g. "Updated consultation dates and added new FAQ section"). 4. Click **Confirm**. ### Step 2: Engagement Officer sends for approval ![The Send for approval button](/storage/0cPYMr0o8fGKZGh9e0whWMcGluXnkFrjyJEzAeQx.png) 1. On the project or content edit page, click the **arrow** next to the status button to see workflow options. 2. Select **Send for approval**. 3. Add a revision message explaining what needs reviewing. 4. Click **Confirm**. The content is now locked for editing. Reviewers on your team will receive a **notification** that content is waiting for their review. ### Step 3: Reviewer approves (or rejects) ![The Moderation comments dialog, asking why the status change was made](/storage/qHNqQleB3oyX8qyC8ECG9v1nbJYqcretoF4aRbfS.png) 1. The Reviewer opens their **notifications** (the Messages icon in the right-hand sidebar) and sees the approval request. 2. Click the notification to open the content. 3. Review the changes, then click the **arrow** next to the status button. 4. Select **Approve** to move the content forward, or **New draft** to send it back to the Engagement Officer, using the **Revision message** field to explain why. 5. Add a revision message (e.g. "Approved, ready to publish" or "Please fix the dates in paragraph 2"). 6. Click **Confirm**. If content is sent back to draft, it returns to Draft status. The Engagement Officer can view the Reviewer's revision message, make corrections, and send it for approval again. ### Step 4: Publisher publishes ![The Publish button](/storage/G0gZEbbc0T3HrfXnq09aHzEOg8pkTykoB51nPukT.png) 1. The Publisher receives a notification that content has been approved. 2. Open the content and click **Publish**. 3. Add a revision message. 4. Click **Confirm**. The content is now live on your public site. For full step-by-step instructions on changing workflow status for site pages, project content, and participation tools, see [Update workflow status](/articles/9176855038479-Update-workflow-status). Revision messages ----------------- ![The Save content dialog, with a revision message describing the change being made](/storage/JHtIcWno457zUyVlEGmIqlVPHw4qKaUhmFjVfOfJ.png) Every time you change a workflow status, a dialog asks you to add a **revision message**. This is a short note explaining what changed or why the status is moving forward. Revision messages matter because they: - Give Reviewers context on what to check. - Help Publishers understand what's been approved. - Create an audit trail your team can refer back to. You can view the full revision history for any project or content tool. For details on viewing, comparing, and restoring revisions, see [Managing Revisions](/articles/10390546714895-Managing-Revisions). Previewing before publishing ---------------------------- ![The Version in progress label and preview icon at the top of a content item](/storage/6LB4Ot1TDiNQuTannJ1ZTPHyyaE2UmH3HCaMSY3m.png) Before publishing, you can check exactly how content will look on the public site: 1. On the project or content edit page, click **Preview in frontend** in the top-right area. 2. Select **Version in progress** to preview the latest draft version. This shows draft changes across the entire site, not just the individual item, so you can see how everything fits together. Need to share a preview with someone outside the system? See [Create and share a project preview link](/articles/9379424565903-Create-and-share-a-project-preview-link). Troubleshooting: content not appearing -------------------------------------- If content is not showing on the public site, check the following: **Issue****What to check**Content isn't publishedOpen the content and check the status badge at the top, it should say **Published**.Parent project isn't publishedChild content (pages, tools, updates) can't appear publicly unless the parent project is also published.Wrong role for the actionOnly Publishers (or above) can publish content. Check your [user role](/articles/9176861358095-User-roles).Content is still in approvalCheck if the status shows **Sent for Approval** or **Approved**, it still needs to be published.Project restriction settingsThe project may have restriction settings limiting who can see it. See [Manage project restriction settings](/articles/9180676913551-Manage-project-restriction-settings).For a complete guide to the content workflow including the full workflow diagram, see [Understanding Content Workflow in Civio Engage](/articles/9179029933327-Understanding-Content-Workflow-in-District-Engage). What's next? ------------ Now that you understand how content moves through the workflow, continue to the next article to learn about the different participation tools available for your projects. **Next:** [Participation Tools, Which to Use](/articles/participation-tools-which-to-use) Next in this series [ 7. Participation Tools — Which to Use ](/articles/participation-tools-which-to-use) Was this article helpful? ------------------------- Your feedback helps us prioritise what to rewrite. Yes No [ Back to Getting Started with Civio Engage ](/articles?category=15) [ Next article Participation Tools — Which to Use ](/articles/participation-tools-which-to-use) On this page New to Civio Engage? 6 / 9 [ 1 Getting Around Civio Engage ](/articles/understanding-civio-engage) [ 2 Setting Up Your Site Basics ](/articles/setting-up-your-site-basics) [ 3 Creating Site Pages ](/articles/getting-started-article-3) [ 4 Setting Up Your Team ](/articles/article-4-setting-up-your-team) [ 5 Creating Your First Project ](/articles/article-5-creating-your-first-project) [ 6 The Content Workflow ](/articles/getting-started-article-6) [ See all 9 →](https://nginx.deploy-lagoon-production.civio-engage-docs.dh1.amazee.io/articles) ### Still need help? Raise a request in the support portal and track it to resolution. 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