What is Planner and how to view posts in Planner?

The Planner module in ContentStudio helps you schedule, manage, and track your social media and blog content effortlessly. 📝✅ With multiple views, filters, bulk actions, and collaboration tools, you can stay organized and streamline your workflow.

From calendar-based scheduling 📆 to shareable links 🔗, internal comments 💬, and campaign organization 🎯, the Planner ensures smooth content planning. Let’s explore how you can make the most of it! 🚀

Let us dive in! 😍

In this article:

• Accessing the Planner
• Different Views in the Planner
• Using filters for specific accounts and platforms
• Managing notes and internal comments
• Generating shareable links from Planner
• Tracking performance and analytics from Planner
• Organizing content with campaigns and labels
• Bulk actions
• FAQs

Accessing the Planner

Different Views in the Planner

Calendar View 🗓️

The Calendar View visualizes your scheduled posts daily, weekly, or monthly.

✅ This view allows you to track your content flow and identify any content gaps easily.

Feed View 🔍

The Feed View displays your scheduled posts in a continuous scrolling format, similar to a social media feed.

✅ Ideal for quickly monitoring your content strategy and reviewing post details.

List View 📝

The List View offers a detailed, sequential breakdown of your scheduled posts.

✅ Perfect for analyzing your content strategy and identifying posts that need review or editing.

Compact List View 🗂️

The Compact List View allows you to view posts in a more condensed format, saving space and improving visibility.

✅ Ideal for quick approval and bulk actions.

Grid View 🔳

The Grid View displays posts in a visual grid format, similar to Instagram’s layout.

✅ Perfect for visual platforms for Instagram and TikTok.

Using filters for specific accounts and platforms

You can refine the posts based on different filters. To learn more about it, read: How to use filters in the planner.

Managing notes and internal comments

You can add Internal Comments and Notes to collaborate with your team. To learn more about it, read: Streamline shared and internal comments/notes

Generating shareable links from Planner

Content creators can instantly generate a link to share their complete calendar. This makes collaboration easier by allowing external users, approvers, or clients to view and interact with scheduled content, approve or reject posts, and add comments. To learn more about it, read:

• Create a shareable link for entire calendar
• Calendar view on shareable external links

Tracking performance and analytics from Planner

You can view post-specific analytics and seamlessly navigate to the Analyze module for more in-depth metrics. To learn more about it, read: How to view posts analytics in Planner

Organizing content with campaigns and labels

You can assign campaigns and labels to your posts directly from the post preview, simplifying organizing and filtering your content across all views. To learn more about it, read:

• Campaign and label enhancements
• Assign campaign to social posts

Bulk actions

External users, approvers, and clients can efficiently manage multiple posts at once. These bulk actions, including approving, rejecting, and commenting, will only be available when the List View is shared. To learn more about it, read: Bulk approve, reject, or add comments to posts from an external

FAQs

Q1: Can I switch between views at any time?

A: Yes, you can easily switch between view without losing any data.

Q2: How can I track posts that need approval?

A: Use the "Filter by Status" option to view posts marked as "In Review."

Q3: Can I bulk edit or approve posts from the Planner?

You can select multiple posts in List and Compact views and perform bulk actions like Approving, Editing or Deleting.

Q4: How far in advance can I schedule posts?

You can schedule posts for up to 12 months in advance.

Q5: Can I view the post-performance from the Planner?

Yes, you can track post performance and engagement metrics directly from the Planner after publishing.

Q6: Can I assign tasks to team members from the Planner?

No, but you can use internal comments and notes to collaborate and communicate tasks within the team.

Q7: Does the Planner support time zone adjustments?

Yes, posts are scheduled based on your selected workspace time zone, ensuring accurate publishing times.