Plan organic content on the content plan board

Open Innehållsplan in the Marketing sidebar, under Planering. Each card is one piece of organic content, sorted into four columns by stage: Idé / planerad, Pågår, Redo att publiceras and Publicerad.

The board and the marketing Kalender show the same items: a post planned here is on the calendar, and a content milestone added on the calendar is on the board.

To see the posts by date, next to campaigns and email sends, select Kalender above the board. The marketing calendar then opens right here in the content plan; Tavla takes you back to the board.

Add a post

Select Nytt inlägg, or Ny at the bottom of a column to start the post in that stage. Fill in:

• Titel (required).
• Kanaler: every place the post goes out, such as LinkedIn, Instagram, Facebook, TikTok, YouTube or X, or another channel like a blog post or newsletter. Tick as many as you need: a blog post that is also shared on Facebook and LinkedIn is one card with all three. The card shows each channel. The list is the workspace's own: Choose which marketing channels you see. A post keeps a channel it already has even if it has since been switched off.
• Datum and Tid: when it goes out, in your own time zone. Leave the time empty for a post that only has a day.
• Påminnelse: how long before the publish time to be notified. It needs a time.
• Ägare, Kampanj and Beskrivning.

Move a post through its stages

Drag a card to another column. The card moves at once; if the change cannot be saved it moves back and a message says why. You can also open the card and change Steg. Choosing Inställd takes the post off the board.

Use the two filters above the board to show one channel or one owner. A post on several channels shows when any of them is the one filtered on. Posts published more than about two months ago drop off the board; they stay on the marketing calendar.

Reminders

When the reminder time is reached, the post's owner gets a notification in the bell, with a link back to the post. A post nobody owns reminds the person who planned it. Email or push for these reminders follow that person's own notification settings. A reminder is sent once; changing the time or the reminder sends a new one. Published and cancelled posts do not remind.

On the main calendar

Turn on the Marknadsföring filter on the main calendar to see planned posts next to your meetings. A post with a time sits at that time; one without sits at the top of its day. Opening it there offers Öppna i innehållsplanen.

Delete

Open the post and select Ta bort. The message that follows offers Ångra.

People whose role only has view access to Marketing see the board but cannot change it.

One channel only

If the post form offers Kanal instead of Kanaler, the database update that adds several channels per post has not been run for this installation yet. Each post can have one channel until then.

No time field

If the post form has no Tid or Påminnelse, the database update that adds publish times has not been run for this installation yet. Posts can still be planned by day.