Don't need to customize your calendar? Feel free to move onto the section!
To get started, click then click Calendar Settings.
When inside Calendar Settings, start thinking about how you want the calendar look for you and your teammates. Note that any changes made on this page will change how all of your team members see your calendar.
There are certain settings that are more important than others. Some of the settings are relatively straight-forward, like Calendar Name and Color, so we will skip those, but some are more important, so we will take a look at them below.
- Calendar Timezone: One of the more important settings. This controls when projects and social messages schedule and publish. Make sure you set this to your correct timezone.
- Show Social Messages: Some users will prefer to see social messages and some will not. When you're scheduling a decent amount of projects and social messages on your calendar, it may start to become cluttered. Toggle social messages on/off at any time to avoid the cluttered feeling. Want to hide social messages for your whole team but need a Social Media Manager to see your messages? Create a Saved Calendar View for your social media manager.
- Show Team Tasks: This will be just like Social Messages, some teams want to see all tasks (tasks that aren't assigned to them) so they will turn this on. Turning this on is great for solo users and managers, so feel free to try it out and turn it off in the future if you don't need it.
- Show Weekends: Completely optional. If your team is only working on projects during the week, you can turn weekends off. The CoSchedule team keeps weekends on so we can see all social messages going out.
- Show Tasks and Discussions in Projects: This turns on Tasks and Discussions inside projects. Great for teams and any solo users that want to create project tasks and keep notes.
Now that we got your calendar all sorted, it's time to choose your labeling and organization settings.
- Project Types: Choose which type of projects you will be working with on your calendar. Start with a few at first so you don't feel too overwhelmed.
- Color Labels: Color labels are perfect for subgroups in your team or for specific projects.
- Tags: Great for labeling projects that you want to easily find at a later date or certain projects that gets referenced often.
We realize that your marketing team is always adapting, so feel free to play around with what settings work for you and come back to this page any time you want to change anything.