Step 1: Duplicate the Template:

Start by duplicating the template and adding it to your desired workspace. This gives you a personalized version that you can edit and adjust to fit your needs.

Step 2: Creating Your First Idea 💡

• Rename the Template:

  Once duplicated, change the name of the template to reflect your specific project or purpose.

• Create a New Project:

  • Click on the "New" button to create a new project.
  • A page will pop up in the center. Here, you can enter the project name and set relevant properties topic/theme, type, and assigned team members.

  

Step 3: Moving Ideas into the Creation Process 🚀

Once you have your idea, it’s time to put it into motion!

• Head back to the Menu and select Ideas & Planning.
• In the Gallery view, you’ll see all the ideas you saved.
• Drag your idea from “Idea” and drop it into “Drafting” to start working on it.
• As you make progress, drag the card across each stage until you reach “In Review.”

Step 4: Submitting for Approval ✅

Once your content is ready, it’s time for approval.

• Go to the Menu and select Approval & Scheduling.
• The board view will have stages like In Review, Approved, Scheduled, and Published.
• Move your content to “In Review” to notify your manager that it’s ready for approval.
• After approval, the manager will drag it to either Scheduled or Published.

Step 5: Tracking Deadlines and Progress 📅

Stay on top of your work by monitoring key dates and project statuses.

• Check the Second Column to see:
  • Upcoming Deadlines: Projects that are approaching their due dates.
  • Missed Deadlines: Projects that have fallen behind schedule.
• In the Third Column, track:
  • In Progress: Ongoing projects.
  • Awaiting Approval: Content that’s ready for review.