Task Statuses

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.

In general, content writers do not change the status of tasks when they pass them to the next queue.

Editing a Status or Queue

Step 1: To edit a Status or Queue field, click on the pencil icon on any field.

Step 2: Click the dropdown menu to select the Status.

Step 3: Click the X to the right of the Queue field to remove the current Queue selection.

Step 4: Begin typing the name of the new Queue.

Step 5: Select the Queue.

Step 6: Click Save.

Status and Queue Definitions

In general, content writers do not change the status of tasks when they pass them to the next queue.

Below you will find that a status has a different meaning when assigned to different queues.

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	Content writer will complete the request AND Content writer will change the queue to DS/ARI QA Team.
New	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 ProgressIDEA 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	n/a

Task Statuses

Editing a Status or Queue

Status and Queue Definitions

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