Chapter 3: Get Organized & Keep Everything In One Place With Projects
Chapter 4: Get Organized & Keep Everything In One Place With Projects
Getting Started Guide: Marketing Calendar Free

Chapter 4: Get Organized & Keep Everything In One Place With Projects

In This Lesson

Core Concept: Keep Everything in One Place With Projects

Projects in Marketing Calendar help you bring everything into one place, so you can easily see your progress and get organized.

In this lesson, you’re going to learn a few ways to make the most out of planning your marketing projects in your Marketing Calendar.

What is this guide?
This lesson will walk you through tips and tricks to organize & execute your marketing projects in Marketing Calendar.

Who is this guide for?
Marketers who wear many hats and struggle to coordinate their marketing work as their task list grows.

Get Started With Project Attachments

When you open a project on your calendar, you’ll see a list of attachments pop up. Attachments make it easier to execute your projects by keeping everything in one place.
Here’s a list of each attachment type and how you should use it.

Text Editor – Create Your Content

The text editor allows you to write content directly in your project. You can compose your blog post, video script, or any type of written document for your project.

image showing text editor in marketing calendar

pro tip for creating better content

Include All Related Assets & Files

Attach files to keep a project’s supporting documents in one place. There are a few different ways you can attach files to your marketing projects in your calendar.


Compose Content With Google Docs

Select a Google content option to create a new document in your Google Drive without having to leave Marketing Calendar. You can also attach an existing Google Drive document. This is best used for creating the project’s main deliverable.

image showing google attachment options in a marketing calendar project

Select the “Edit Inline” option to make changes or add comments to a Google Doc directly from your project. This unlocks all the features of the Google Doc editor without having to open another tab.

image showing text editor in a project in marketing calendar

Pro tip illustration about converting a Worpress to a blog post

Attach Office 365 Documents

Office 365 attachments function similarly to the Google Doc option outlined in the previous section.

You can create a new Word Doc, Excel Spreadsheet, or PowerPoint presentation from a marketing project.

Office 365 does not have the same inline editing capabilities as Google Docs. If you want to make edits to an Office 365 document, you’ll have to do it directly from Word, Excel, or PowerPoint.

image showing office 365 document options in a project

Group Related Marketing Projects Together As A Campaign (Linked Projects)

Add a Linked Project to connect two or more projects that either support one another or function together as a marketing campaign.
In this example, there are three projects that are connected to one another.

  1. A how-to video
  2. A written blog post that outlines the content of the video
  3. A newsletter that distributes the video

image of an attached project in marketing calendar

Link projects together to easily find and reference projects that work toward the same goal.

Make Social Messages Part Of The Content Creation Process

As we discussed in Chapter 3, Marketing Calendar allows you to schedule your social messages directly in a marketing project. This makes writing your social messages a part of the content creation process — not an afterthought.

pro tip describing a social campaign

Here’s a reminder on how to add a Social Campaign to a marketing project.

  1. Choose the attachment option that says “Social Campaign”.
    social campaign icon in marketing calendar
  2. Click the plus sign on a day you’d like to schedule a social message.
  3. Use the social composer to create your social message.

image of a blank social campaign in marketing calendar