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Plan ahead with the editorial calendar

Samina Minda Hossain
4 min read
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Have you found yourself setting due dates for your content items and wondering who is responsible for them before they get published? The built-in editorial calendar is an easy way to keep the content items and their assignees on track. You can use it together with the project overview to benefit your planning.

Table of contents

    Let's visualize your content ahead

    Let's start visualizing your content items' operations – go to Home > Editorial calendar. You can see due dates, content items scheduled for publishing, and published content items.

    The calendar puts your content items into four categories. This is to help you quickly check how your content production efforts are going:

    • On track – shows that your content items are in progress before their specified due dates.
    • Delayed – displays the content items' progress is past their due date for publishing.
    • Scheduled – shows you when the content items will be published.
    • Published – indicates your content items are successfully published at a specific date.

    Tip: You can get the most out of your calendar when you set due dates.

    Editorial calendar with the calendar view and content item details opened.

    It's good to know the details of these content items so that you're in the loop. Clicking on the content items will reveal its metadata – the name, workflow steps, status, contributors, and dates. 

    Change between the views you need

    When strategizing, you may have different needs on how you want to view your content items. 

    Switching between the calendar and agenda views.

    Using the dropdown next to the Today button, you can switch between:

    • Calendar view – an elaborative view of your content items' flow and progress, which is useful when planning for the future and getting an overview.
    • Agenda view – a contracted view of the calendar, which helps focus on specific content items.
    Editorial calendar with the agenda view.

    Filter content items in your calendar

    In a sea of content items, finding one or a set of them can be challenging. If you see too many content items, you can be at ease by narrowing your search using filters on Refine results. These settings do not affect your other filters in the rest of your project.

    Using collections for filtering content and the editorial calendar.

    Save filters, save time

    You can be efficient with your time finding the same content types frequently by saving your filters:

    1. Click on the top of the Refine results sidebar.
    2. Click Save.
    3. Type a name for the filter.
    4. Click Save.

    The saved filter is now shown under Your saved filters in that same panel where you can use it later.

    Save a content item filter for later use.

    Saving a content items filter for later use.

    Filters can be saved in the content items list, project overview, editorial calendar, or dialogs where you select a content item.

    Edit saved filters

    To rename or remove a saved filter, click  next to the filter name and make changes as needed.

    Share a filter

    The filters you have saved are private to you. If you want to share an active filter:

    1. Click on the top of the Refine results sidebar.
    2. Click Share.
    3. Click to copy the filter link.

    You can now share this link with your colleagues.

    What's next?