Put it into practice
Record the old label, new label, reason, mapping rule, and effective date. Update contributor instructions at the same time.
What this looks like
If CRM connectors becomes Sales integrations, note whether the scope changed or only the label changed.
Before you move on
Can someone importing an older spreadsheet map its categories correctly?
Write down the evidence for your answer. If you cannot point to a concrete example, revise the work before treating it as ready.
A repeatable workflow
- Start with a real visitor question.
- Test labels against representative listings.
- Keep category changes understandable for editors and visitors.
Your working notes
Apply this guide to one real project. Notes stay in this page until you download them; they are not saved to your account.
Where Directoryz fits
Directoryz supports directory publishing, listings and custom fields, CSV imports, submission review, and workspace operations. These guides include editorial workflows you can carry out with a worksheet or your own tools. They do not imply that every audit, reminder, verification, or integration is automated by Directoryz.
Foundations and templates →