Free public template · version 1

Content approval workflow template

Move a content brief through accountable drafting, factual and specialist review, final approval, publication QA, and a verified live result without making the task board the CMS.

  • 5 sections
  • 13 tasks
  • JSON, Markdown, and CSV
  • Internal editorial review
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Complete template · v1

Content approval

Sections
5
Tasks
13
Schedule anchor
Publication date

Coordinate a content brief through drafting, accountable review, final approval, publishing, and live verification.

Publication date: The planned date content should go live; drafting, review, approval, and QA are scheduled backward from it.

01

Brief

Define the audience, outcome, source material, ownership, and approval path.

  1. Define the audience, objective, and channel

    State who the content serves, the observable response it should support, and where the final version will be published.

    High priority 14 days before publication date
    • Audience is specific enough to guide choices
    • Objective has an observable success signal
    • Publication channel and format are confirmed
  2. Name the content owner and required approvers

    Identify one accountable content owner and only the reviewers needed for factual, brand, specialist, or policy decisions.

    High priority 13 days before publication date
    • One content owner is accountable for the final candidate
    • Each approver has a defined review domain
  3. Assemble the source brief

    Link the approved message, claims evidence, examples, constraints, and prior decisions from their authoritative repositories.

    Medium priority 12 days before publication date
    • Claims point to authoritative current sources
    • Required constraints and exclusions are visible
02

Draft

Create the working version and verify its claims, sources, and asset status.

  1. Create the working draft in the source system

    Draft in the approved CMS or document repository and record a neutral reference to the current candidate version.

    Medium priority 10 days before publication date
    • Draft lives in the approved authoritative system
    • Reviewers can locate the current candidate version
  2. Verify facts, claims, and source links

    Check material statements against current primary sources and flag every claim that requires specialist substantiation.

    High priority 8 days before publication date
    • Material claims are checked against current sources
    • Uncertain or unsupported claims are removed or escalated
  3. Verify asset readiness and rights status

    Confirm that images, video, quotes, data, and other assets are ready and backed by the required usage evidence.

    Medium priority 7 days before publication date
    • Required assets meet channel specifications
    • Rights, consent, and attribution evidence is recorded appropriately
03

Review

Route one candidate version through necessary editorial and specialist decisions.

  1. Complete editorial and audience review

    Review structure, clarity, usefulness, voice, and whether the candidate fulfills the original audience objective.

    Medium priority 6 days before publication date
    • Candidate fulfills the stated audience objective
    • Material editorial issues are resolved in the source draft
  2. Complete subject-matter review

    Ask the accountable expert to review technical meaning, material omissions, and claims within the defined specialist scope.

    High priority 5 days before publication date
    • Named expert reviewed the agreed subject area
    • Material accuracy issues are resolved or documented
  3. Complete required legal, brand, or policy review

    Route the candidate only to specialists required by policy or content risk, and preserve their authoritative review record.

    High priority 4 days before publication date
    • All policy-required review domains are identified
    • Authoritative approval or conditions are preserved
  4. Consolidate feedback into one candidate version

    Resolve conflicting comments through the appropriate decision owner and route reviewers back to one updated source version.

    Medium priority 3 days before publication date
    • Conflicting feedback has an accountable decision
    • One candidate version contains accepted changes
04

Publish

Approve, schedule, quality-check, and verify the live content.

  1. Record final approval and schedule publication

    Confirm the exact candidate, required approvals, destination, publication time, and owner before scheduling the source version.

    High priority 2 days before publication date
    • Exact candidate version has final approval
    • Destination, time, and publishing owner are correct
  2. Complete accessibility, links, and tracking QA

    Check the rendered candidate for accessibility basics, working destinations, metadata, tracking, and channel-specific presentation.

    Medium priority 1 day before publication date
    • Required accessibility checks are complete
    • Links and calls to action reach intended destinations
    • Approved measurement and metadata are configured
  3. Verify the live content and first response

    Inspect the published destination, confirm the expected version is live, and record any immediate correction or follow-up action.

    High priority On publication date
    • Correct approved version is publicly visible
    • Assets, links, accessibility, and tracking work live
    • Any correction or monitoring follow-up has an owner
05

Done

Verified content operations move here after the live result is checked.

Completion stage — move finished work here.

Who this template is for.

  • Marketing, editorial, product, and communications teams publishing reviewed content.
  • Content owners coordinating several approvers without losing a single accountable decision.
  • Small teams that need a practical boundary between workflow status and authoritative CMS assets.

When to use it.

  • For an article, landing page, announcement, campaign asset, or product communication with a planned publication date.
  • When factual, subject-matter, brand, accessibility, or specialist review must happen in a known order.
  • When feedback is scattered across messages and nobody can identify the current approved version.

How to put it to work.

  1. Anchor on publication

    Set the planned publication date and let the relative schedule work backward through brief, draft, review, approval, and final quality assurance.

  2. Name one content owner

    Give one person responsibility for routing feedback and declaring the candidate final. Individual reviewers still own their specialist decisions.

  3. Publish from the source system

    Track status and approvals here, but keep the current draft, assets, rights evidence, and final published version in the approved CMS or repository.

Customize before you commit.

  • Remove specialist review steps that do not apply, but never silently skip a review required by policy or the content owner.
  • Add explicit service-level expectations for approvers when publication dates are time-sensitive.
  • Replace generic live QA with channel-specific checks for email, web, social, video, or in-product content.
  • Keep feedback attached to the authoritative draft and use tasks for decisions, owners, and deadlines.

Keep the system boundary clear.

SealTask coordinates the approval sequence and operational decisions. The CMS, digital asset manager, design file, or document repository remains authoritative for content and rights evidence.

Coordinate in SealTask

  • Drafting and review tasks, accountable approvers, deadlines, status, and publication follow-up.
  • Concise approval outcomes, unresolved questions, and reminders to update the authoritative draft.
  • Neutral references to the current source draft, assets, evidence, and publishing record.

Keep in the system of record

  • Current and final content, source files, design assets, and complete reviewer annotations.
  • Licensing, consent, release, attribution, and other rights-management evidence.
  • Formal legal advice, regulated claims substantiation, and authoritative publication analytics.

Common mistakes to avoid.

Collecting feedback without a decider

Multiple comments do not automatically resolve into an approved version. Name the content owner and the specialist who has final authority in each review domain.

Reviewing different versions

Approvers working from copied files create contradictory feedback. Route everyone to the same candidate version and record when that version changes.

Stopping when content is scheduled

Scheduling is not verified publication. Check the live destination, accessibility, links, tracking, assets, and visible version after release.

Questions about this template.

What are the stages of a content approval workflow?

A practical workflow covers the brief, drafting in the source system, factual and editorial checks, relevant specialist review, consolidated feedback, final approval, publication QA, and live verification.

Who should give final content approval?

One named content owner should declare the final candidate, while designated specialists retain authority for their domains, such as factual accuracy, brand, legal, security, or regulated claims.

Should the draft be copied into this checklist?

No. Keep the working draft and assets in the approved CMS or repository. Use this workflow to track who must act, what decision is pending, and whether the source version is approved.

How can I prevent approval bottlenecks?

Ask only necessary reviewers, define exactly what each reviewer decides, route one candidate version, set response expectations, and escalate before the publication date becomes unrecoverable.