Note: This tutorial is very detailed to help also beginners use the template easily. The template itself is very intuitive, so I recommend exploring it first. If you find anything confusing, you can refer to this tutorial. I hope you find it useful!

Content Calendar database

This is the heart of the planner, where all your content is organized. Here you can find all your posts (planned, in progress or published) It helps you keep a clear overview of your content strategy and manage each post efficiently from idea to publication.

How to add a new post?

There are two ways to create a new post inside the Content Calendar:

• If you already know the publication date, you can click the + button directly on the specific day in the Calendar View.
• If not, you can simply click the blue New button in the top-right corner of the database.

Once you add a new post, you need to choose a post template

• A Platform Template → Choose if the post is for one specific platform
• A Cross-Platform Template → Use this if you plan to publish the same content on multiple platforms

How to fill the properties for your new post

Give a name to your post in the Title,

Select the Content Type (Post, Video, Story)

Add a Category to keep everything well-organize

Set a Priority level (High, Medium, Low).

Choose a publication date (It’s optional at first, if you don’t select a date, the post won’t appear in the “Calendar” View but will show up in the “To Schedule” view)

Add a status (it starts as “Idea” by default, but you can change it anytime as the post progresses).

Add the URL of the post once it has been published.

Write your Caption and note down your Tags (you can plan them ahead or add them later).

Add Additional Notes to remember important details.

Select a Campaign if the post is part of a larger project

Set the Social Media platform where the post will be published. (this will already be filled if you used a platform-specific template, but if you selected the cross-platform template you need to select the platforms manually)

Additional and useful views

In the Content Calendar database, you have more than 10 different views, each designed for specific purposes. The most useful ones are Calendar, To Schedule, Today, and This Week.

Another one is The Input Post Idea view at the left of the page. It’s great for quickly adding ideas you don’t have time to develop yet. You can find them later in the Idea view

Social Media Database

This database gives you a detailed overview of each social media platform. Inside each platform, you can view all posts published there and switch between different views:

• By Month → See posts organized by publication month
• By Content Type → Filter posts by type (Story, Video, Post, etc.)
• Calendar View → See exactly when each post was published and how often you post on that platform

Category Database

The Categories database helps you organize your posts by type, making it easier to identify the content of each post. You can:

• See the total number of posts in each category
• View all posts assigned to that category

Campaign Database

The Campaign Database helps you track your campaigns or projects and the posts associated with them.

• You can assign more than one platform to a campaign/project
• Set the start and end dates for each campaign or project
• Add a goal for the campaign ex. increase followers, improve customer loyalty, etc
• Automatically see the number of posts published for that campaign
• Set a goal on how many post you want to publish
• Optionally add a budget to track costs
• See automatically how much time is left to the end of the campaign, if it’s ended or you need to schedule it
• Track progress based on the number of posts published compared to your goal

At the end of the page, you can see a list of all posts related to that campaign or project.

Additional Help:

How to add a new Social Media:

• In Social Media database ( ) add a new entry with the name of the social media you want to add, an icon, your followers and a link to your profile
• In Content Calendar database ( ): (1) add a new template by clicking New and then + new template, (2) write the name of your social media in the title and add an icon (3) In the template property called Social Media select the social media name

How to add a button for a new Social Media:

• (1) Click the side of the button and duplicate it
• (2) Change name of the button and icon
• (3) in “add page to Content Calendar as …” you should choose the social media name
• (4) in Social Media property add again the social media name
• (5) Press done and your new button is ready

+ tip: Use different icon colors to differentiate between the icon used in the Social Media Database and the icon used in the Content Calendar Database templates