Overview

The Page Tools menu can be accessed from any page or blog post by clicking the ellipsis (...) button in the top-right corner of the screen.

There are four workflow-related links that appear on the menu: Page Activity, Add Task, Add Workflow, Edit Workflow.

 

Page Activity

Displays Activity Report - Content for the content you are looking at.

Appears for pages and blog posts:

  • Regardless of whether they have a workflow
  • Only shown, by default, to users who can edit or admin the content


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Add Task...

Adds the "Tasks" link to the Workflow Status Bar, from which you can access the Tasks Popup.

Appears for pages and blog posts:

  • If they don't have a workflow, or
  • The workflow is in a "taskable" state


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Add Workflow

Displays the Add Workflow dialog where you can copy an existing workflow to the page or blog post, or create a new Custom states workflow.

Appears for pages and blog posts:


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Edit Workflow

Displays the Using Workflow Builder, which includes:

  • Interactive flowchart
  • Trigger summary
  • Workflow markup editor

Appears on pages and blog posts:


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Export to PDF or Word

PDF and Word exports respect Published vs. Draft state restrictions for Same-space publishing.


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