Quick Start Guide

  1. Duplicate this template: Click "Duplicate" in the top right corner to create your own editable copy of this template.
  2. Explore the main sections of the planner:
    1. My Platforms is the central hub for each of your content plans. Each page in My Platforms includes a filtered view of the platform’s content calendar, kanban board, and metrics.
    2. Content Topics organizes your content calendar by topic and lists the posts you’ve added to calendar for each topic.
    3. Content Schedule lists all of your posts by their due dates. The schedule has three views:
      1. The Content Calendar view displays your posts on a calendar.
      2. The Content By Status view displays your posts in a kanban board according to their statuses.
      3. The Due This Month view displays the posts that have due date within the current month.
    4. Post Metrics By Topic provides an overview of the engagement that your content has received. For more information on tracking and recording your engagement metrics, view these usage tips.
  3. Customize your planner and create your first post:
    1. Start by deleting the sample posts from the Content Schedule.
    2. Add your profile links to My Platforms and add your main content topics to Content Topics.
    3. Click the dropdown button next to the “New” button in the content calendar and choose the appropriate platform template to create a new post idea.
    4. Enter your idea’s topic and planned publication date.
    5. Once you’re ready to draft your post’s content, update the status from “Idea” to “Drafting” and add your content and hashtags to the drop down sections on template page.
    6. After you’ve published your post, update the post’s status to “Published” in the Content Schedule and add the post’s live link to the “Post URL” field.
    7. If you’ve submitted a Medium post to a publication, add the name of the publication to the “Medium Publication” field. You can track information about Medium publications in the database.
    8. If you’ve submitted a Facebook post to a Facebook group, add the name of the group to the “Facebook Group” field. You can track information about Facebook groups, such as their privacy settings and URLs, in the database.