Create Marketing Board

Click on “+ Create new marketing board”, give your board a name, and save it.
After that, you can add different campaign phases – just the way your workflow needs.

Example for Kanban phases:

• Idea Pool
  Spontaneous ideas, community suggestions, trends or awareness days – anything that's not set in stone yet.

• Planning
  Posts that are starting to take shape: topic, channel, target group and content format are being defined.

• In Progress
  This is where the content comes together – text, images, videos & more.

• Feedback / Review
  (Optional, but helpful): Posts that are getting checked internally or externally before going live.

• Planned
  Finished and scheduled – the post is lined up in the tool or editorial calendar.

• Published
  This is where all posts that are already online go – perfect for an overview and reporting.

• (Optional) Archive / Rejected / Paused
  For ideas that are currently on hold or aren't being used.

Add tasks & post ideas

With a single click on “+ Task or post idea” you can create new entries.
Give it a title and assign it directly to a phase. With another click, you can:

• add a detailed description

• create a post right in there (including all features from the Creator page)

• assign responsible people

• set a date

• add tags and topics

• set priorities

Of course, you can also move tasks to other boards or phases.
And use the comment function to give direct feedback.

Manage Marketing Boards

With a right-click on your board, you can rename, copy, or delete.