# Workflows

### About this export

| Field | Value |
| --- | --- |
| **content_type** | lesson |
| **platform** | contentstack-academy |
| **source_url** | https://www.contentstack.com/academy/courses/contentstack-end-user-training-eut-/workflows |
| **course_slug** | contentstack-end-user-training-eut- |
| **lesson_slug** | workflows |
| **markdown_file_url** | /academy/md/courses/contentstack-end-user-training-eut-/workflows.md |
| **generated_at** | 2026-05-28T12:30:02.290Z |

> Part of **[Contentstack End User Training (EUT)](https://www.contentstack.com/academy/courses/contentstack-end-user-training-eut-)** on Contentstack Academy. **Academy MD v3** — structured for retrieval; no quiz or assessment keys.

<!-- ai_metadata: {"lesson_id":"36","type":"text","duration_minutes":1,"topics":["Workflows"]} -->

#### Lesson text

A **workflow** lets you define your team's content creation and review process. This enables users to maintain a systematic approach to reviewing and approving content.

![CSendUserTraining\_L356img-1.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt59abc3a3207fe38e/67ddcf5545b229e638911b84/CSendUserTraining_L356img-1.png)

# **Understanding with an example**

Let's understand this using the below diagram:

![CSendUserTraining\_L36-img-2.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt4fa5ed43893adac6/67ddcf825e486dbbde71bb63/CSendUserTraining_L36-img-2.png)

The core part of creating a workflow is defining the stages of content creation. Once you have added these stages and enabled the workflow, the stages will be visible on every entry page of the corresponding content types of the stack. Workflows let content managers know the current content stage and allow them to control the stages of an entry.

We first need to understand a simple use case or scenario to create the stages.

**The Scenario:**

We need to create, review, and publish Blog posts/articles to ensure that the whole process happens smoothly without any intervention from users.

To accomplish this, we can create custom roles like:

*   **Content Writer** - Will only be able to create and update the entry of Blog posts/articles.
    
*   **Content Reviewer** - Will only review the content.
    
*   **Content Publisher** - Will only publish the content.
    

Based on these roles, the order of steps in the workflow should be as follows:

*   **Step 1** - The 'Content Writer' creates a draft of the content(creates entry). The 'Content Writer' then assigns it to the 'Content Reviewer' for review.
    
*   **Step 2** - If the 'Content Reviewer' approves of the quality, they should be able to assign it to the 'Content Publisher' for publishing.
    
*   **Step 3** - The 'Content Publisher' publishes the content.
    

If the content is unsatisfactory, the 'Content Reviewer' should be able to assign it back to the 'Content Writer' for changes. The 'Content Writer' will make the required changes and again assign it to the 'Content Reviewer' for approval.

**The Stages:**

Based on the above steps, we can define the stages for the workflow in Contentstack as follows:

*   **Draft Stage** - This is the stage where Step 1 will be executed. The 'Content Writer' can then update the stage to 'Review.'
    
*   **Review Stage** - This is the stage where Step 2 will be executed. The 'Content Reviewer' can then update the stage to 'Publish.'
    
*   **Publish Stage** - This is the stage where Step 3 will be executed.
    

The number of stages and the users/user roles may vary depending on the use case. For more control, you can also configure options to restrict user roles from switching between stages.

While changing the stages, the respective users/user roles can do the following activities:

*   Switch to any of the available roles.
    
*   Set the Due date for the task(the task the user/user role must perform at the particular stage. Example: Review the Content).
    
*   Assign the task to the users/user roles.
    
*   Notify via email(When enabled, the information about the task is sent via email to the assigned users/user roles)
    
*   Comments(To add any specific comments for the assigned users/user roles)
    

![bc6ebe14-a6f6-4713-9b25-cdf30cdc9730-Screenshot\_2023-05-03\_at\_1.05.24\_PM.png](https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt7939c43045409a9b/67ddcf9aa714585585b9baa2/bc6ebe14-a6f6-4713-9b25-cdf30cdc9730-Screenshot_2023-05-03_at_1.05.24_PM.png)

Additionally, workflow [tasks](https://www.contentstack.com/docs/developers/set-up-workflows-and-publish-rules/about-workflow-tasks/) l allow you to track pending tasks assigned to users. We will review this in the next episode.

**Potential Use Case**:

*   In a typical media company's content creation and publishing process where we need all entries should go through multiple teams like Draft, Translation, SEO, and Review stages to add all necessary checks to verify before it gets published to production.
    

**Quick Tips**:

*   You can configure 10 workflows per Stack by default.
    
*   While a minimum of 2 stages are required per workflow, the maximum number of stages a workflow can have is 20.
    

# **Further Reading**

*   [About Workflows](https://www.contentstack.com/docs/developers/set-up-workflows-and-publish-rules/about-workflows/)
    
*   [Workflow Stages](https://www.contentstack.com/docs/developers/set-up-workflows-and-publish-rules/about-workflow-stages/)

#### Key takeaways

- Connect **Workflows** back to your stack configuration before moving to the next module.
- Capture one concrete artifact (screenshot, Postman call, or code snippet) that proves the step works in your environment.
- Re-read the delivery versus management boundary for anything you changed in the entry model.

## Supplement for indexing

### Content summary

Workflows. A workflow lets you define your team's content creation and review process. This enables users to maintain a systematic approach to reviewing and approving content. ! CSendUserTraining\ L356img-1.png (https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt59abc3a3207fe38e/67ddcf5545b229e638911b84/CSendUserTraining L356img-1.png) Understanding with an example Let's understand this using the below diagram: ! CSendUserTraining\ L36-img-2.png (https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt4fa5ed43893adac6/67ddcf825e486dbbde71bb63/CSendUserTraining L36-img-2.png) The core part of creating a workflow is defining the stages of content creation. Once you have added these s

### Retrieval tags

- Workflows
- contentstack-end-user-training-eut-
- lesson 36
- contentstack-end-user-training-eut- lesson

### Indexing notes

Index this lesson as a primary chunk tagged with lesson_id "36" and topics: [Workflows].
Parent course slug: contentstack-end-user-training-eut-. Use asset_references URLs as thumbnail hints in search results when present.
Never surface LMS quiz content or assessment answers from this file.

### Asset references

| Label | URL |
| --- | --- |
| CSendUserTraining\_L356img-1.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt59abc3a3207fe38e/67ddcf5545b229e638911b84/CSendUserTraining_L356img-1.png` |
| CSendUserTraining\_L36-img-2.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt4fa5ed43893adac6/67ddcf825e486dbbde71bb63/CSendUserTraining_L36-img-2.png` |
| bc6ebe14-a6f6-4713-9b25-cdf30cdc9730-Screenshot\_2023-05-03\_at\_1.05.24\_PM.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt7939c43045409a9b/67ddcf9aa714585585b9baa2/bc6ebe14-a6f6-4713-9b25-cdf30cdc9730-Screenshot_2023-05-03_at_1.05.24_PM.png` |

### External links

| Label | URL |
| --- | --- |
| Contentstack Academy home | `https://www.contentstack.com/academy/` |
| Training instance setup | `https://www.contentstack.com/academy/training-instance` |
| Academy playground (GitHub) | `https://github.com/contentstack/contentstack-academy-playground` |
| Contentstack documentation | `https://www.contentstack.com/docs/` |
| CSendUserTraining\_L356img-1.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt59abc3a3207fe38e/67ddcf5545b229e638911b84/CSendUserTraining_L356img-1.png` |
| CSendUserTraining\_L36-img-2.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt4fa5ed43893adac6/67ddcf825e486dbbde71bb63/CSendUserTraining_L36-img-2.png` |
| bc6ebe14-a6f6-4713-9b25-cdf30cdc9730-Screenshot\_2023-05-03\_at\_1.05.24\_PM.png | `https://images.contentstack.io/v3/assets/bltebc53cfaf0dd6403/blt7939c43045409a9b/67ddcf9aa714585585b9baa2/bc6ebe14-a6f6-4713-9b25-cdf30cdc9730-Screenshot_2023-05-03_at_1.05.24_PM.png` |
| tasks | `https://www.contentstack.com/docs/developers/set-up-workflows-and-publish-rules/about-workflow-tasks/` |
| About Workflows | `https://www.contentstack.com/docs/developers/set-up-workflows-and-publish-rules/about-workflows/` |
| Workflow Stages | `https://www.contentstack.com/docs/developers/set-up-workflows-and-publish-rules/about-workflow-stages/` |
