Editorial Workflow Manager

Descrición

The Gutenberg editorial checklist for teams that want consistent publishing quality without a heavy workflow suite.

Editorial Workflow Manager helps content teams, editors, agencies, and multi-author WordPress sites follow a consistent pre-publish process directly inside the WordPress block editor (Gutenberg).

Create reusable editorial checklist templates, assign different checklists to different post types, and give authors a clear view of what is complete and what still needs attention before publishing.

No complex workflow builder. No front-end output. No hard publish blocking.

Just a focused editorial checklist workflow that helps your team publish with more consistency and fewer missed steps.

Make your publishing process repeatable

Turn your editorial standards into reusable checklists that appear directly where your team writes and edits content.

  • Create reusable checklist templates.
  • Mark checklist items as Required or Optional.
  • Add helper text and optional reference links to individual items.
  • Assign different checklist templates to different post types.
  • Track checklist progress separately for every post or page.
  • Duplicate existing templates to create new workflows faster.

Required items determine whether a post is shown as Ready or Incomplete, while optional items can provide additional guidance without affecting readiness.

See what is ready to publish

Editorial Workflow Manager gives authors and editors clear readiness feedback across the WordPress admin.

  • Editorial Checklist sidebar inside the block editor.
  • Ready / Incomplete status with required-item progress.
  • Post Status panel summary while editing.
  • Pre-publish warning when required items are still incomplete.
  • Readiness column in WordPress post lists for mapped post types.
  • Readiness filters for Ready, Incomplete, and Not calculated content.
  • Missing required-item details directly in post lists.
  • Bulk and all-post readiness recalculation for mapped post types.
  • Editorial Readiness dashboard summary for managers.

The pre-publish warning is intentionally non-blocking. Your team stays informed without the plugin taking control of the WordPress publishing process.

Get started quickly

New installations include a guided setup experience designed to get teams working quickly.

  • Quickstart wizard for choosing post types and assigning checklist templates.
  • One-time editor tour introducing the checklist sidebar and readiness system.
  • Curated starter templates you can use as-is or customize:

    • Blog SEO
    • News Fact-Check
    • Accessibility Review
    • Client Approval

You can edit, duplicate, and adapt these templates to match your own publishing standards.

Built for real editorial workflows

Use Editorial Workflow Manager for:

  • Blogs and content teams — SEO review steps, featured images, categories, links, fact-checking, and publishing standards.
  • News and editorial sites — source confirmation, fact-checking, legal review steps, and editor sign-off requirements.
  • Agencies — client review steps, accessibility checks, brand requirements, and delivery standards.
  • Multi-author sites — give every contributor the same clear publishing process.
  • Custom post types — assign the appropriate checklist to each supported content type.

Key features

  • Gutenberg-native workflow — the checklist lives directly inside the WordPress block editor.
  • Reusable checklist templates — create a repeatable process once and use it across content.
  • Required and Optional items — distinguish publishing requirements from helpful guidance.
  • Helper text and reference links — give authors context without leaving the checklist.
  • Checklist template duplication — clone and customize existing workflows.
  • Per-post checklist progress — each post or page maintains its own completion state.
  • Readiness tracking — see Ready or Incomplete status throughout the editor and post list.
  • Non-blocking pre-publish guidance — warn authors about missing required items without preventing publication.
  • Post-type mapping — use different checklists for different types of content.
  • Starter templates — begin with practical workflows for blogging, fact-checking, accessibility, and client review.
  • Quickstart onboarding — configure the plugin and open the editor with less setup friction.
  • Accessible workflows — keyboard-friendly controls, visible focus states, contextual labels, and live status announcements.
  • Backward-compatible upgrades — existing checklist data and legacy templates remain supported.

Lightweight by design

Editorial Workflow Manager focuses on one job: helping WordPress teams follow a consistent editorial checklist before publishing.

It does not add content to your site’s front end, and it does not try to replace WordPress with a complex project-management or enterprise workflow system.

Use it when you want a clear, practical publishing process directly inside Gutenberg.

Getting started

  1. Activate the plugin and complete the Quickstart wizard.
  2. Choose the post types where editorial checklists should appear.
  3. Confirm the starter template mappings, then open the editor.
  4. Follow the one-time sidebar tour in the block editor.
  5. Complete checklist items and watch the readiness/progress summary update.
  6. Adjust mappings later in Settings Editorial Workflow or edit templates in Checklist Templates.

Capturas

Instalación

  1. Upload the editorial-workflow-manager folder to /wp-content/plugins/, or install via Plugins Add New.
  2. Activate the plugin in wp-admin.
  3. On activation, default checklist templates are created.
  4. On fresh installs, a Quickstart wizard opens to help you assign starter templates and launch the editor tour.

Preguntas frecuentes

What does the Quickstart wizard do?

On fresh installs, the plugin can guide an administrator through choosing post types, assigning starter templates, and opening a post editor screen with the checklist sidebar highlighted.

Can I dismiss the quickstart or editor tour?

Yes. Dismissal is stored per user, so one admin can skip onboarding without affecting another admin’s setup flow.

Does the plugin block publishing when required items are missing?

No. The pre-publish warning is non-blocking.

Does this work with Classic Editor?

No. The checklist UI is built for Gutenberg / the block editor only.

Can I use different checklists per post type?

Yes. Assign templates in Settings Editorial Workflow.

Do optional items affect readiness?

No. Readiness is based on REQUIRED items only.

What happens to older templates/checklist data?

Legacy templates and label-based checked state remain supported.

Templates are now stored in an upgraded v2 format with UUID-based item IDs for more stable matching. When a legacy template is edited and saved in the new editor, it is upgraded to v2 automatically. A compatibility meta mirror is still maintained for legacy support.

Can I duplicate checklist templates?

Yes. Use the Duplicate row action on the Checklist Templates screen to create an editable copy.

Comentarios

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Rexistro de cambios

1.0.0

  • Added exact Ready, Incomplete, and Not calculated filters to mapped post lists.
  • Added expandable missing required-item details to the Readiness column.
  • Added selected-post and batched all-post readiness recalculation tools.
  • Added an Editorial Readiness dashboard summary with links to filtered post lists.

0.12.0

  • Added Feedback links on the Installed Plugins row and Editorial Workflow settings page.
  • Added a per-user WordPress.org review prompt after five unique posts reach Ready.
  • Added a 30-day snooze and permanent dismissal without telemetry or automatic external requests.

0.11.0

  • Limited checklist editor assets to valid block-editor post screens and supported post types.
  • Consolidated duplicate Gutenberg editor subscriptions into one shared checklist state.
  • Memoized checked-item normalization and membership lookups without changing checklist behavior or storage.

0.10.0

  • Improved keyboard and screen-reader support across the checklist sidebar, pre-publish warning, Quickstart, settings, and editor tour.
  • Added contextual template row actions, live reorder/add/remove announcements, deterministic focus handling, and associated validation errors.
  • Added visible focus styling for plugin-owned controls and fixed the editor-tour spotlight state.

0.9.0

  • Added a Duplicate action for Checklist Templates.
  • Added curated starter templates for Blog SEO, News Fact-Check, Accessibility Review, and Client Approval.
  • Added upgrade handling so missing starter templates are created without overwriting existing templates.

0.8.0

  • Added optional helper text and reference URLs to checklist template items.
  • Added collapsed checklist item details in the block editor sidebar.

0.7.0

  • Added a wp-admin Readiness column for mapped post types so teams can scan per-post checklist status from the post list.
  • Added shared server-side readiness calculation and lazy cache metadata for list-table rendering.
  • Added cache invalidation when checklist templates or post type mappings change.

0.6.0

  • Added a fresh-install Quickstart wizard for selecting post types and assigning starter templates.
  • Added a lightweight one-time editor tour that auto-opens and highlights the Editorial Checklist sidebar.
  • Stored quickstart and editor-tour dismissal state per user.

0.5.0

  • Changed Checklist Template permissions to use WordPress page capabilities.
  • Only Editors and Administrators can now manage Checklist Templates by default; Authors and Contributors may lose access.
  • Added a one-time admin notice after update to warn site owners about the capability change.

0.4.0

  • Added Required vs Optional checklist items.
  • Added clearer readiness/progress indicators across the sidebar, post status panel, and pre-publish panel.
  • Improved template editing UX with a row-based editor (add/remove/reorder, required/optional per item).
  • Introduced UUID-based v2 template items and checked-state tracking for stable matching when labels change (after template upgrade).
  • Hardened template saving against malformed/empty submissions to reduce accidental data loss.
  • Kept backward compatibility by continuing to read/write legacy label-based meta.

0.3.4

  • Various security improvements (better data validation and sanitization).

0.3.3

  • Small syntax fix in uninstall.php.

0.3.2

  • Added uninstall.php cleanup to remove plugin data when the plugin is deleted.

0.3.1

  • Added non-blocking pre-publish checklist warning when checklists are incomplete.
  • Added checklist activity hint (“Last updated by X on [date/time]”).

0.3.0

  • First public release.