Getting Started with CoSchedule: Plan Your Work in CoSchedule
Ready, Set, Go: How Marketing Team Members Can Plan Their Work in CoSchedule
Getting Started With CoSchedule for Marketing Team Members

Ready, Set, Go: How Marketing Team Members Can Plan Their Work in CoSchedule


As you work through this guide, use this checklist to learn how to plan your daily work in CoSchedule. It will help you become accustomed to what your daily life will look like working in the tool.


What Is This Guide? This guide will walk you through how you can use CoSchedule to manage your daily tasks and projects.

Who’s This Guide For? New CoSchedule users that are on a marketing team.

What You’ll Learn:

  • How to plan new projects in CoSchedule.
  • Where to find your tasks.
  • How to collaborate better using discussions and attachments.

Why You Should Read this Guide? This guide is a great place to start for new users wondering how they should use CoSchedule on a daily basis.

CoSchedule Activities

Marketing Projects

In CoSchedule, projects are the backbone of the calendar. Each block on the calendar represents a marketing project that your team is responsible for.

Marketing project

A project in CoSchedule is anything that the marketing team will produce. It could be blog posts, white papers, eBooks conference tear sheets, promotional swag, brochures, paid search ads, or anything in between.

Marketing Campaigns

A marketing campaign is made up of a series of projects and has a beginning and end date. Think of it this way: if you’re launching a new product, you usually have a series of associated projects like emails, social ads, search ads, blog posts, social messages, maybe even commercials and print materials. These things run over an extended period of time.

A marketing campaign is a way to group projects together to stay organized and to visualize the duration of the campaign.

Marketing Campaigns

Adding a New Project to The CoSchedule Calendar

When you want to add a new project to the calendar, simply click the plus sign on a day.

There are two ways to think of this:

  • Add the project on the launch date. (Great for things that have a hard publish date like blog posts.)
  • Add the project on the start date. (Great for things that have ongoing activities and no hard launch date.)

Planning Projects graphic

Once you click the plus sign on the calendar date, you’ll see a list of options appear.

plus sign

  • Choose “Project” to add a marketing project like a blog post, video, paid ad, etc.
  • Choose “Social” to add a stand alone social media message or a social media campaign.
  • Choose “Campaign” if you want to create a series of projects that are related to each other or promoting the same initiative.
  • Choose “Mailchimp” if you want to create an email in Mailchimp.
  • Choose “Hubspot” if you want to create a new email, blog post, or landing page in your Hubspot account.
  • Choose “WordPress” if you want to create a blog post on your calendar AND a new post in your WordPress account.
Recommended Reading: 
Project Types Power Tip

If you choose “Projects”, you’ll be able to choose the specific asset you’re creating on the next page by using the drop-down menu.

Completing a Task in CoSchedule

This is where your home dashboard becomes vital.

Head over to your CoSchedule Home Dashboard to see all of your daily priorities and tasks.

To start working on one of your tasks, click into the task. This will bring you to the project view where you can complete your task.

In the project view, you’ll see a workflow on the right-hand side. This holds people accountable for hitting their deadlines.

There is also the ability to have approvals built into the workflow. Once you check off your task, the individual responsible for approving it will automatically be notified. This eliminates bottlenecks that often form when approvals are necessary.

Pending approval

Discussions in CoSchedule

Discussions are a powerful way to cut down on the need for status updates and to make sure you have everything you need to complete your task.

It also makes it easy to jump into a project and quickly get up to speed.

Discussions can be found by clicking the tab with the conversation bubble icon.

Conversations bubble

Attachments in CoSchedule

Under the attachments area, you can add things like Google docs, files from your Asset Organizer or Dropbox, or a social campaign.

Adding a social campaign allows you to write your social messages directly in the project they are promoting so you don’t have to bounce over to another tool to promote your content.

Lesson 4 guide