- Getting Started with Your CoSchedule Marketing Calendar
- 1 Core Concept 1: How You Will Create and Share Your Ideal Marketing Calendar With CoSchedule
- 2 Core Concept 2: How Your Marketing Calendar Will Improve Project Visibility and Control
- 3 Core Concept 3: How Your Marketing Calendar Helps You Be Flexible When Project Dates Change
- 4 Implementation Chapter 1: Build Your Own Marketing Calendar
- 5 Implementation Chapter 2: Take Control of Your Process With Your Marketing Calendar
- 6 Implementation Chapter 3: Share Your Marketing Calendar with Stakeholders
- 7 Implementation Chapter 4: Invite Team Members to Join Your Marketing Calendar
- 8 Implementation Chapter 5: Tips For Team Collaboration
- 9 Implementation Chapter 6: Get Organized and Keep Everything in One Place With Projects
- 10 Implementation Chapter 7: Maximizing Your Social Media Strategy with CoSchedule
- 11 Implementation Chapter 8: The Best Way to Manage a Project From Start to Finish
This guide is also available as a free, multi-lesson course in the CoSchedule Academy.
Getting Started with Your CoSchedule Marketing Calendar
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:
- Click a project card on your calendar.
- 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:
- Click the hamburger menu in the top left-hand corner
- Toggle down your name.
- Choose calendar 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.
To add tags to your projects, navigate to your calendar settings. Tags are located under your color labels.
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.
