If you come from the marketing world, you already know what an important role editorial calendars play in your daily workflow. That's why we put together a pre-prepared template as well as our top tips for creating a dynamic, visual editorial calendar on monday.com!
What are Editorial Calendars?
Editorial Calendars enable marketing teams, both in-house and from marketing agencies, to plan, organize, and track all content pieces being launched across the different promotional channels. Editorial calendars are visual and allow marketers to track their channels, the content types, assigned teams of copywriters, designers, and publishers, as well as to schedule publish dates. They can be used to manage a company's social media or content posts on a weekly, monthly, or quarterly basis. Check out the video below to see how we do it here at monday.com!
Get started with a template
Rather than building your own board, you can get started with a pre-prepared template! There are loads of marketing, design, and content templates available in the Templates Center as well as on monday.com Stories!
- Visit the Templates Center
There are so many amazing templates available for download in the Templates Center! They are pre-made with your workflow in mind, so the groups and columns are all planned out and already added so you can click "Use template" and get started right away! Some of them even include several boards, dashboards, and pre-prepared board views for more complex workflows. Check out this article to learn how to get there and start adding templates!
- Browse through monday.com Stories
Loads of companies using monday.com, as well as monday.com employees have uploaded their boards on our monday.com Stories page! There are so many amazing ideas here, most of them including templates you can click to download right to your account! Let's check out this monday.com story that we've created especially for you, and add it directly to your board by clicking "Try it out".
Customize your board
Whether you've added a template or decided to build a board from scratch, you can customize your editorial calendar to suit your specific needs! Let's take a look at a few ways we can do this!
For our editorial calendar, we've divided each group by a certain time frame. This means that we can plan our campaigns chronologically, keeping the most recent at the top and those w have more time to get to closer to the bottom. We can use our groups to represent weeks, quarters, or years, for example. In the example below, we've decided to separate groups by months so that we can best plan and track our 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 upcoming campaigns.
While we have grouped the board based on periods of time, you can also group these by campaign names, promotional channels, or even the different stages!
Once you have set up your groups, you can start adding your items. In this case, an item can be a post, a campaign, an advert, or any creative piece in the works.
Now that we have our groups and items, it's time to add our columns! Columns give us structure in terms of the information we fill in regarding our items. Let's take a look at some of the columns that are extra useful for an editorial calendar:
- 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 task or project 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 review dates, due dates, and publishing dates, you can ensure that the team is always on time.
- Status Column: Each post has multiple phases or steps until the final product is ready to be published. By adding multiple Status Columns and customizing the labels, we can see the full picture for each post! In this example board, we have a Status Column defining the type of project we're working on, and several other Status Columns showing us the working status of each stage, from content and design to the launch status!
With over 30 different columns available in the Columns Center, you can customize your board exactly how you want! Let's take a look at some other columns that may be helpful!
- Link Column: You can add a link to the finished post, important materials, or any campaign inspiration.
- Numbers Column: You can use this column to track any numbers related to your post, including budget, hours dedicated to working on it, or expected impact.
- Phone Column: Add a phone number for your contact person, and call them right from your board whenever needed!
- Progress Tracking Column: This column tallies up all of your item's statuses to give you a battery-style progress report of your items.
View your dates in a calendar
Board Views transform the data in your board into a different format to help you interpret and visualize your data in the most beneficial way for your workflow. With an editorial calendar, our dates and deadlines are critical to the success of our campaigns, so we've added the Calendar View!
From this view, you can move posts around to dates that better fit your schedule! Color your items by any of the groups or columns on your board so you can see where things stand at a glance! We've colored them by their status so that we can take a look at our calendar and automatically see which items are stuck, and how many we've completed! There's even a legend at the bottom to help us remember what's what.
Keep all communication local
Does it ever happen to you that you remember discussing something with your teammates somewhere, but you just can't find the correspondence? Well, that never needs to happen again when you use the Updates Section. Use the Updates Section within each item to 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 smoothly as planned.
Take your workflow farther with 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 automations to help make 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:
- When date arrives, notify someone
This automation sends a notification as soon as a specific date has arrived. We've decided to notify the item owner when the date has arrived for the content to be published.
- When date arrives and status is something, archive the item
We can set this automation to archive any item a certain amount of time after the publish date has passed and the status is published. This way, we can make sure we are always keeping the items on our board relevant, and removing completed projects to avoid clutter and disorganization.
Translate it into a chart
Use a Chart View to gain insights about creative pieces and to help you make informed decisions later! The Chart View gives you a visual overview, providing breakdowns and analytics to your team. In this case, we want to see the percentage of each type of content we are dealing with so that we can understand what kinds of specialists we should have on our team with us. Here, we can see that print is the most requested type of content, and now we know to plan accordingly! We can also use a chart for resource planning, or for making sure that our posts are equally distributed among our designers, content writers and so on.
Just like that, you're all set and ready to get started using monday.com for your Editorial Calendars!
If you have any questions, please reach out to our team by using our contact form. We're available 24/7 and happy to help!