In the Operations & delivery widget, a reviewer can set the following statuses to items:
Status | Description | Transition |
| The item is ready for the responsible person to start work on it |
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| The responsible person is working on the item at the moment |
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| The reviewer identifies changes the item requires |
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| The translation agency localizes the item |
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| The reviewer assesses the created item before approving it |
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| The reviewer has approved the created item |
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| The item is deployed to the test environment |
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| The responsible person tests the item in the test environment |
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| The responsible person releases the item to the production environment |
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| The item is ready for use | — |
Item statuses can be adjusted to your workflow.
You can view statuses:
In Planner, on the Details page for items.
In the My library and Shared with me spaces on the card of the e-Detailer, email, email fragment, module, landing page, and messenger ad.
In Library, on the item Details page.
The entry owner, responsible person, or production partners can:
Change item statuses. For this:
Contact your administrator to configure the required workflow and item statuses depending on the item type and its metadata.
Assign items to another journey with the Edit details option. In a newly assigned journey, items keep their statuses.
When the content item status changes, the entry owner, responsible person, and production partners receive an email notification with the link to the item Details page.
An item card features the item type icon, name, the user profile picture of the responsible person, and the item developer labels.
When the item deadline approaches, its owner and responsible person receive an email notification with the number of remaining days.
Your administrator sets the number of days before the item deadline for the email notification.
To view the item details, select the required item card. The Details panel opens on the right sidebar.
To return to the Planner home page, click its logo on the top panel.