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Advanced Workflow Management Tools for WP Document Revisions

2 min read

Summary: WP Document Revisions now integrates with Edit Flow, adding email notifications, custom metadata, team chat, and calendar views to your document workflow.

Looking for even more advanced control of your workflow? WP Document Revisions gained a huge feature today with the addition of integrated support for the popular workflow plugin Edit Flow. Beginning with version 1.1, WP Document Revisions will detect Edit Flow, if installed, and will automatically pull Edit Flow’s advanced workflow management tools into the proven WP Document Revisions experience you already know and use. Specifically:

  • Email Notifications and User Groups allow you to keep track of activity via email and manage alerts based on existing teams. Subscribe individual users or entire groups to receive a document’s updates.
  • Custom Document Metadata allows organizations to store additional information alongside your documents in a sleek, intuitive manner. Supports a virtually unlimited number of checkboxes, dates, locations, text, users, and numeric fields.
  • Collaborative Team Chat allows users to comment on and discuss individual documents, pulling the conversation out of your inbox and back into your workflow.
  • Evolved Workflow State Integration allows for more granular control of Workflow states (“Document Status” in EditFlow parlance), including setting a document’s initial status and better integration with the native WordPress experience.
  • Advanced Snapshots of your team’s progress via filterable calendar and budget views. See all documents in a particular step in your workflow, in a particular category, in a particular week, or by a particular user.

Ideal for teams of any size looking to fine tune their WP Document Revisions experience without the hassle of coding a custom implementation, the addition of Edit Flow support offers a unique suite of powerful and intuitive workflow management tools right out of the box.

Want one feature but not another? Each can be individually enabled or disabled via Edit Flow’s settings panel. For more information, see the Edit Flow homepage or simply download and install the plugin to begin — no additional setup necessary.

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Ben Balter

I'm Ben Balter, and I write here about product and engineering leadership, open source, and showing your work. I wrote Open and Async, the playbook for remote and distributed teams. My open source projects have hundreds of millions of downloads. Most recently I was Director of Hubber (Employee) Enablement at GitHub, where I owned the internal platform 4,000+ GitHubbers use to get their work done. Before that: Chief of Staff for Security, five years running trust and safety, and GitHub's first Government Evangelist. Before GitHub: attorney, Presidential Innovation Fellow, and member of the White House's first agile development team. More about the author

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Originally published October 24, 2011 View revision history

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