Checklists

Content Platforms & CMS implementation checklist

This checklist outlines the technical requirements for deploying a headless CMS to production, focusing on schema integrity, API performance, security, and editorial efficiency.

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Content Modeling and Schema Integrity

0/5
  • Define Field-Level Validations

    critical

    Configure regex patterns, character limits, and range constraints for all text and numeric fields to prevent database corruption and UI breakage.

  • Establish Reference Depth Limits

    critical

    Audit nested relationships to ensure circular references are blocked and depth limits are set to prevent payload bloat in API responses.

  • Implement Slug Uniqueness Constraints

    critical

    Verify that URL slug fields are unique across the content type and include automated transformation logic to handle special characters.

  • Configure Localization Strategy

    recommended

    Define field-level vs. entry-level localization and verify that fallback locales are correctly configured for multi-regional deployments.

  • Required Field Enforcement

    critical

    Flag all fields necessary for frontend rendering as 'Required' within the CMS UI to prevent null-pointer errors in the application layer.

API Performance and Scalability

0/5
  • Configure CDN and Cache Purging

    critical

    Set up stale-while-revalidate (SWR) headers and verify that the CMS triggers webhook-based cache purges on content publication.

  • Implement GraphQL Query Complexity Analysis

    recommended

    Restrict query depth and complexity scores for public endpoints to prevent Denial of Service (DoS) via deep content nesting.

  • Batch API Requests

    recommended

    Verify that the frontend implementation uses batched requests or fragments to minimize the number of round-trips to the CMS API.

  • Set Rate Limits

    critical

    Apply rate limiting on API keys used by client-side applications to prevent exhaustion of monthly CMS usage quotas.

  • Monitor Response Payloads

    optional

    Audit JSON responses to ensure unused fields are excluded from the output via field selection or projections.

Security and Access Control

0/5
  • Rotate Production API Keys

    critical

    Ensure production environments use distinct read-only keys and that management tokens are stored in secure environment variables.

  • Verify Role-Based Access Control (RBAC)

    critical

    Test that editor roles cannot access schema settings and that content-specific permissions restrict users to their assigned sections.

  • Configure CORS Policies

    critical

    Restrict the CMS API access to specific production domains and authorized preview environments.

  • Validate Webhook Signatures

    critical

    Implement signature verification in the application receiver to ensure incoming CMS webhooks are authentic and not spoofed.

  • Environment Isolation

    critical

    Ensure development and staging data are stored in separate CMS spaces or environments to prevent accidental production data overwrites.

Editorial Workflow and Preview

0/5
  • Deploy Live Preview Environment

    critical

    Configure a dedicated preview URL that renders draft content using the CMS's preview API tokens for real-time editorial feedback.

  • Standardize Content States

    recommended

    Define clear workflow stages (e.g., Draft, In Review, Ready) and ensure the frontend logic only fetches 'Published' items by default.

  • Implement AI Guardrails

    optional

    If using AI generation, create system prompts that enforce brand voice and length constraints within the CMS UI extension.

  • Configure SEO Metadata Fields

    recommended

    Mandate meta-titles, descriptions, and Open Graph image fields across all page-level content types.

  • Enable Content Versioning

    recommended

    Verify that history tracking is active to allow editors to revert to previous versions of content entries.

Media and Asset Management

0/5
  • Enforce Alt-Text Requirements

    critical

    Set the alt-text field as a mandatory attribute for all image assets within the media library.

  • Configure Image Transformation Parameters

    recommended

    Standardize the use of URL-based transformations (e.g., auto-format, quality settings) to ensure optimal image delivery.

  • Sanitize SVG Uploads

    critical

    Ensure that the CMS or the upload pipeline strips scripts and harmful attributes from SVG files to prevent XSS attacks.

  • Set Asset Upload Limits

    recommended

    Define maximum file size limits for assets to prevent editors from uploading unoptimized high-resolution media.

  • Implement Folder Structure

    optional

    Organize the media library into logical directories (e.g., /blog, /marketing, /products) to facilitate asset discovery.

Deployment and Maintenance

0/5
  • Automate Schema Backups

    critical

    Schedule daily exports of the CMS schema and content entries to an external storage bucket (e.g., S3 or GCS).

  • Setup Migration Scripts

    critical

    Use version-controlled migration scripts (e.g., Contentful Migrations or Sanity Schema) rather than manual UI changes for schema updates.

  • Check for Broken Links

    recommended

    Run a crawler against the preview environment to detect internal links pointing to 404s or unpublished content.

  • Configure Redirect Management

    recommended

    Ensure a mechanism exists (either in-CMS or via edge middleware) to handle 301 redirects for modified slugs.

  • Audit Third-Party Plugins

    recommended

    Review and update all CMS plugins or UI extensions to ensure compatibility with the current CMS core version.