🆕Post Ideas

Overview

Post Ideas provide a structured way to capture and track new communication topics as they arise. They help build a pipeline of messages, ensuring the team has visibility into upcoming content. By organizing concepts in advance, Post Ideas keep the planning calendar structured even before content is fully developed. In addition, drag-and-drop functionality makes it simple to reschedule or reorganize ideas as priorities shift.

Create a Post Idea

Post Ideas act as placeholders for news or announcements you plan to publish later. They are a lightweight way to capture an idea without creating full content. From the Posts module, click Create a Post Idea from the Tools dropdown menu.

This will bring up the Create a Post Idea menu where the idea information can be entered.

Minimum required fields:

• Title

• Audience (Everyone, specific teams, or user criteria)

Optional fields:

• Description

• Planned publish date

Tagging: Post Ideas are automatically labeled with a blue “Idea” tag.

Unplanned vs. Planned:

• Ideas without a date go into the Unplanned list.

• Ideas with a date appear in the Planning Calendar or Planned List.

Creating a Post from a Post Idea

When you click a post idea, a detail pop-up opens.

In this pop-up, you can view the following idea information:

• Title (up to 2 lines)

• Planned publish date (if set, or marked Overdue if missed)

• Created by

• Audience (Everyone, specific team, multiple teams, or user criteria)

• Description (if provided)

Select Create Post

Click the Create Post button in the idea detail pop-up. This will close the pop-up and the Create Post flow opens.

You’ll be prompted to select a post template.

Post Editor Setup

When the editor opens, the following will be pre-filled based on the idea details:

• Title → Pre-filled from the post idea.

• Audience → Pre-filled from the post idea.

• Scheduled Date → Pre-filled if the idea had a planned date.

• Template → Applied based on your selection.

From the editor, you can add/edit content blocks, media, and settings as with any regular post.

Save & Continue Workflow

Depending on how you save:

• Save as Draft (with date): Appears in the Content Calendar as a Draft.

• Save as Draft (without date): Moves to the Unplanned list.

• Schedule Post: Appears in the Content Calendar as Scheduled.

• Publish Now: The post is published immediately and removed from post planning views.

Impact on the Post Idea

Once you enter the editor step, the original post idea is removed from the Content Calendar, list, or unplanned section.

If you cancel before selecting a template, no changes are made and the post idea stays as-is.

Managing Post Ideas

You can manage all post ideas from the planning views in the Post Planning Calendar:

All Planned (Admins only): See every idea, draft, and scheduled post across the company.

My Planned: Shows only your own ideas and drafts.

Team-Level Planning: Team admins can see all ideas for their team; members see only their own.

Unplanned List: Stores all ideas without a date. Supports bulk delete for quick cleanup.