Because your team used spreadsheets, we know they’ll love how CoSchedule will keep them organized.
To kick things off, let’s make the transition simple by getting your team familiar with a few of our favorite project management features.
Plan + Organize:
Editorial Calendar - See your entire marketing roadmap at a glance. Create a unified workflow for every project inside a collaborative, cross-functional calendar for social, content, events, and more.
Color Labels - Assign custom color labels so you can categorize, prioritize, and emphasize the projects you and your team care about by color.
Pro Tip: Need a little inspiration? Here are a few ways marketing teams use color labels in CoSchedule.
- Manage Projects For Specific Departments - Works well for any marketing team; general option.
- Pink: Sales
- Orange: Customer Support
- Purple: HR + Admin
- Blue: Training + Development
- Yellow: Marketing + Public Relations
- Manage Projects By Theme - Works well for nonprofits, higher education, and other marketing teams with multiple goals/audiences.
- Pink: Fundraising
- Orange: Events
- Purple: Community Outreach
- Blue: Volunteers
- Yellow: Mission + Vision
- Monitor Project Status -Works well for publishers + industries with strict compliance guidelines.
- Green - Complete + Scheduled
- Yellow - Ready for Review
- Red - Needs Editing
- Blue - In Progress
- Gray - Not Started
Tags - Add custom tags so you can group like content and easily find it, no matter where it’s located.
Saved Calendar Views - Create saved views by color labels, tags, team members, project types, campaigns, and more to get immediate access to what matters most to you + your team.
Pro Tip: Here are a few saved calendar view examples to help you get started.
Saved Views for Specific Stakeholders
Have multiple stakeholders or managers? Build saved views to easily show and share your projects + progress for your stakeholder’s campaigns.
- Higher Ed Saved Views: Athletics, College of Business, College of Health Sciences, Alumni Relations, etc.
- Agency Saved Views: Client 1, Client 2, Client 3, Internal Projects, etc.
- SaaS Saved Views: Product Marketing, Demand Generation, Customer Success, Sales, etc.
Saved View for Specific Projects
Does your team create a wide variety of projects? Use saved views to cut the clutter and quickly view like-projects in a cleaner calendar.
- Blog Posts
- Social Media
Saved View for Specific Teams or Individuals
Build saved views to review projects your team (or your direct report) are working on. Without having to sift through every active projects on your calendar.
- Product Marketing Projects
- Mia’s Projects
Marketing Campaigns - Consolidate everything into a single marketing campaign. Get a global view of your entire holiday campaign, multi-day tradeshow, or major press release in one centralized location.
Keep your team in the know on every project. Track progress, eliminate unnecessary meetings, and communicate updates in real-time with these collaboration tools.
Task Templates - Turn every day workflows into templates your team can use, so projects run smoothly and sh*t gets done. Add custom due dates, required approvals, and task descriptions to align expectations.
Discussions - Collaborate with your team when and where it matters. Use CoSchedule’s integrated discussion threads and browser notifications to keep your team connected and conversation up to date.
Read-Only Views - Keep your higher-ups connected to your team’s progress with real-time, interactive, custom views of your calendar, campaigns, and projects. Create custom views of your calendar that are interactive, update in real-time, AND give your stakeholders details they need (nothing more, nothing less).
Team Performance Reports - Gain powerful insight into your team’s overall progress in one report, so you can focus on meeting deadlines and moving projects forward.
And get the ultimate publishing experience with integrations and social media.
Social Scheduling - Bring social promotion out of its silo. CoSchedule integrates with all of your favorite social media networks, so you can focus on quality messaging. Use social templates and bulk uploads to schedule dozens of messages, faster.
WordPress Integration - Plan, create, publish, and promote directly to WordPress using CoSchedule’s seamless integration.
Email Integrations - See how your email campaigns relate to the rest of your planned content, quickly make adjustments, and easily maintain a cohesive and organized marketing strategy with less effort. Integrations are available for MailChimp, ActiveCampaign, Constant Contact, and Campaign Monitor, so you can easily connect CoSchedule to your favorite email marketing tool.
Social Reports - Stop generating reports from individual platforms (or multiple third-party tools). Evaluate the success of your social campaigns on every social network. And refine your social strategy with actionable insight.