If you come from the marketing world, you already know that editorial calendars are an integral part of your daily workflow.
What are Editorial Calendars?
Editorial Calendars enable marketing teams, both in-house and marketing agencies, to plan, organize, and track all content pieces being launched across the different promotional channels. Editorial calendars are visual - allowing marketers to track their channels, the content types, assigned teams of copywriters, designers and publishers, as well as schedule publish dates.
Why are Editorial Calendars useful?
These are great for multiple purposes, some of them including managing a company's social media posts on a weekly, monthly or quarterly basis. Alternatively, it's great for marketing agencies to plan their content posts, - everything from the creative and design aspect to implementation.
monday.com provides the perfect tool to do exactly this. In this 7 Steps Guide, we're going to show you how to create a working Editorial Calendar using your monday.com account to improve and empower your team's productivity. Let's get started! 🎉
How to build an editorial calendar in 7 easy steps
1. Get started by adding one of our predesigned templates and start customizing:
- Check out the Marketing section on the Templates list when creating a new board
- Check out this monday.com story that we've created especially for you, and add it directly to your board.
2. Start setting up your Editorial Board in a way that suits you!
On our Editorial board, we've divided each group by a certain time frame. We work in terms of campaigns that are running per month, so this allows us to best plan and track out projects on a monthly basis.
We've also included an Idea Pool group, so our creative ideas don't ever get lost, and we can always refer back to these when planning the next campaign.
While we've grouped the board based on periods of time, you can also group these by campaign names, promotional channels or the even the different stages, if you wish. It's all about making it work for you!
Once you have set up your groups, you can start adding your items. An item can be a post, a campaign, an advert or just any creative piece that we will be posting.
Columns help ensure that we have all the relevant information in one place for each upcoming post and to ensure that we're managing everything efficiently. We have over 20 different columns allowing you to customize your board the way you want
People Column: To complete a piece, there are going to be multiple team members involved along the way - the designer, copywriter, reviewer and publisher and the overall owner. The people column allows you to assign each team member, making it clear who's responsible for what.
Date Column: Editorial calendars are filled with these. By using the date column to add in every relevant date such as the review dates, due dates and publishing dates, you can ensure the team is always on time. We'll see soon how these dates will come to life!
Status Column: Each post has multiple phases/steps until the final product is prepared. By adding status columns and customizing the labels, we're able to have this all in one place at a glance! We've added in a stage for Content, Design, and Overall Status.
3. Add a Calendar View to better visualize all upcoming dates:
Views allow you to see certain pieces of information from your board in another way - always visual and easy to understand. In our case, dates are super important to us! So, on our Editorial Calendar board, we've added the calendar view.
From this view, you can move posts around to dates that better fit your schedule, can click on the post itself to get a simple card view with post details and you can even expand the calendar to be full page and work from there - no need to look at your board anymore!
4. Internally communicate with your team to get things done quicker - and easier!
Collaborating with your teammates requires communication, but who says this needs to be time- consuming and messy?
Through the use of the Updates Sectionyou can communicate directly with your teammates, in context and in one concentrated, collaborative space. We love to use this specifically for providing feedback to our teammates, and for our reminders to make sure everything goes as beautifully as planned.
5. Take your workflow even one step further with Board Automations!
Working hard on getting many different projects done, sticking to multiple different deadlines, and trying to produce top-notch quality pieces at the same time? We feel you! To make your life a little easier, we've added in automations, making sure you're meeting deadlines, staying on top of your work and keeping things in order.
Some useful automations we've added to our board are the following:
- This automation makes sure an automatic notification is sent out to someone, as soon as a specific date has arrived. We've decided to notify the owner, who can then notify the publisher/content writer/designer and his team lead. You can decide to notify the owner automatically, skipping that one manual step altogether!
- This automation makes sure an automatic notification is sent out to the designer to start working on the design as soon as the content is ready.
6. Gain insights about the creative pieces using Chart Views to make even more informed decisions later!
Chart Views allow you an informative overview, providing breakdowns and analytics to enable your team to make necessary and informed decisions. Chart Views can be added in the same way as the Calendar View - just search for Charts instead!
On our board, we're interested in seeing the breakdown of the different types of posts compared to one another. This is also great for resource planning, to make sure that our posts are equally distributed among our designers, content writers and so on. Check it out below:
7. See all your personal tasks due on a weekly basis and stay focused on what's important!
My Week section of the platform gathers all your many tasks from across the many boards and pulls them together into one organized, manageable place.
Use the "All Dates" option in the My Week Settings to see all the tasks with dates, or the "Only Deadlines" option merely to see the deadlines coming up. By clicking on the arrows next to the dates, you can scroll through the previous and upcoming weeks' tasks.
Just like that, you're all set and ready to get started using monday.com for your Editorial Calendars!
If you have any questions at all, feel free to comment below and we'll be happy to help you!