In Salesforce, we use the Status and Queue fields to indicate progress. If you are familiar with other task tracking tools such as kanban boards, you may have used columns, where each column indicated the status of the task.
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Status | Queue | Meaning | Initially set by | Next Step |
|---|
New | DS/ARI Content Team | New request | System
SEO Rep | Writer assigns task to self OR Lead assigns task to writer OR Writer kicks task back to SEO rep
|
On Hold | DS/ARI SEO Team PF | Kickback | Content writer | Writer tags SEO rep in Chatter AND Writer explains reason for kickback AND SEO rep will fix the problem AND SEO rep will set Status to New AND SEO rep will set Queue to DS/ARI Content Team
|
New | DS/ARI Content Team | Being written | Content writer | |
In ProgressNew | DS/ARI QA Team | QA in progress | Content writer | Pass: QA specialist will change the Queue to DS/ARI Juniper Team OR Fail: QA specialist will change the Queue to DS/ARI Content Team AND QA specialist will change status to On Hold
|
On Hold
| DS/ARI Content Team | Failed QA | QA Specialist | Content writer will make corrections and reply to the QA specialist in Chatter AND Content writer will resubmit the piece by changing the Queue to DS/ARI QA Team OR Content writer will send the piece to be publish by changing the Queue to DS/ARI Juniper Team
|
In Progress | Status |
|---|
| colour | Yellow |
|---|
| title | IDEA IN PROGRESS |
|---|
|
In-between step required between this and closed? | DS/ARI Juniper Team PF | Ready for publishing | QA specialist or Content writer. | Juniper team member will publish the piece AND Juniper team member will set Status to Close AND Juniper team member will set Reason to Complete
|
Closed | DS/ARI Juniper Team PF | Published | Juniper team member | |