Implementation Chapter 2: Take Control of Your Process With Your Marketing Calendar

Get Your Process in Order

When your marketing team suffers from a lack of process, it can feel like things are out-of-control. You have no idea what’s going on, who’s doing what, and when things are going live. In this chapter, you’re going to learn how to use your CoSchedule Marketing Calendar to get a solid marketing process in place.

Step 1: Change The Status of a Project

Project cards can help you track what phase each project is currently in. This helps you better prioritize your work and lets you see what’s currently being worked on.

To change the status of a project:

1. Click a project card on your calendar.
2. Click the status button in the top right-hand corner to move a project forward.

Step 2: Choose Your Color Labels

Color labels are the most powerful way to add visual organization to your calendar. Here are some of the most popular ways to organize your color labels.

Step 3: Apply Color Labels to Your Marketing Calendar

To set up color labels:

1. Click the Settings button in the left-side panel.
2. Select "Color Labels" from the menu list under Settings.

After you’ve set up color labels, you can apply them to your projects to visually distinguish between different projects on your calendar.

Bonus Step: Apply Additional Metadata to Your Projects

Aside from color labels, there are additional descriptors you can add to your projects for even better visibility.

Tags

Tags build an added layer of information on top of your color labels. This helps you quickly see from the project card which projects contribute to various goals, target audiences, or initiatives. Here are some popular tags to add to your projects. Tags are automatically added to your calendar when you add a new tag inside a project. You can manage your list of Tags by going to the "Tags" section in your Settings. Only Owners, Managers, and Admins can add or edit templates (social, task, project, marketing campaign templates). Templates vary based on what's available to you in your plan."

Descriptions

Project descriptions clarify more details about a project. This helps team members quickly understand how to create successful content that meets expectations. Descriptions can be added by clicking “More Options” when creating a new project.