πŸ†•Post Planning Calendar

Overview

The Post Planning Calendar is a tool for planning, organizing, and tracking all your company’s upcoming communications. It gives you and your team a complete view of post ideas, drafts, and scheduled posts in one place.

The Post Planning Calendar provides a calendar-based view of all communications in progress within the Posts module. From this calendar view, you can see:

  • Post Ideas (blue tag)

  • Drafts (grey tag)

  • Scheduled Posts (yellow tag)

  • Overdue Items (red tag)

Each entry shows the title, status, audience, and planned/scheduled date, making it easy to track what’s coming up.


Planning Views

The calendar works with special filters to show the content that matters to you:

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

  • My Planned (All users): Displays only posts you’ve created.

  • Team-Level Planning: Team admins see all team-targeted posts, while members see only their own.

  • Company Posts Page: Provides list-only views for company-wide posts.


Calendar View Options

You can view the calendar by Day, Week, or Month:

  • Day View: Displays featured images for each post and shows posts in half-hour time slots. If multiple posts share the same time, a β€œ+N more” link lets you see all of them.

  • Week View: Shows seven days in a row, broken into 30-minute intervals.

  • Month View: Provides a high-level overview of the entire month. Posts are listed in chronological order with +N more links for busy days.


List View

If you prefer a tabular view, switch to List Mode.

The list shows sortable columns for:

  • Title

  • Status (Idea, Draft, Scheduled)

  • Audience

  • Creator

  • Planned/Scheduled Date

From here, you can edit, convert, or delete post ideas directly as well as manage upcoming posts.


Drag-and-Drop Scheduling

The Post Planning Calendar supports drag-and-drop so you can quickly reschedule posts:

  • From Unplanned β†’ Calendar: Assigns a publish date.

  • From Calendar β†’ Unplanned: Removes the publish date.

  • Within Calendar: Move posts to a new date or time slot.

  • Scheduled posts: Rescheduling updates the publish date automatically.

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Drag-and-drop behavior in the planning calendar adapts to post approval statuses to preserve workflow integrity.

For posts in Pending Approval, moving the post from the calendar to the Unplanned list automatically cancels the approval workflow and changes the status to Declined. Moving the post within the calendar to change only the scheduled date updates the date while keeping the post in Pending Approval.

Moving a post from the Unplanned list back into the calendar assigns a scheduled date and keeps the post in Pending Approval.

Posts in Pending Moderation cannot be dragged or moved within the planning calendar, ensuring that posts awaiting moderation remain locked until review is complete.

Posts in Declined status can be dragged and moved freely within the calendar, similar to Draft or Idea posts. Moving a declined post does not change its status.


Overdue & Overload Indicators

Overdue Items: If a planned publish time has passed, the calendar marks the post with an Overdue tag in red.

Communication Overload Warnings: If multiple posts target the same audience at the same time, the calendar shows a red warning so you can stagger communications. This warning does not prevent posts from being scheduled at the same time.


Unplanned Section

Posts without a date appear in the Unplanned list. From here you can:

  • Drag them into the calendar to schedule.

  • Bulk-select and delete them.

  • Keep track of ideas and drafts waiting to be planned.


Best Practices

  • Review the calendar regularly to ensure coverage is balanced across teams.

  • Use Overload Warnings to prevent message fatigue.

  • Convert important ideas into drafts early for content development.

  • Rely on the Unplanned list to capture brainstorms and fill future gaps.

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