GETTING STARTED WITH YOUR COSCHEDULE MARKETING CALENDAR

Core Concept 1: How You Will Create and Share Your Ideal Marketing Calendar With
CoSchedule

• In This Lesson
• The Marketing Calendar Rundown
• Put Everything In CoSchedule
• Enhance Your Projects With Integrations
• Schedule Projects on the Day They Will Publish
• Share Visibility With Your Entire Organization
• The Marketing Calendar Rundown
• Winging it. Flying by the seat of your pants. Improvising. Ad hoc.
• These are all terms marketers use to describe their marketing process
before CoSchedule.
• The good news is, marketing doesn’t have to feel like this.
• Thousands of marketing teams have organized their marketing with the
CoSchedule Marketing Calendar.
• Throughout this process, you’ll receive a step-by-step guide to give you
the confidence to master your marketing with CoSchedule. This chapter
walks you through what you can achieve with CoSchedule.
Put Everything In CoSchedule
Marketing projects, requests, and ideas get dropped on you from all directions – emails, Slack
messages, meetings, and even desk drop-bys.
In order to get visibility into everything marketing does,
create a new project card on your Marketing Calendar for
every project and request that comes your way – even if you
don’t need to collaborate on it with other team members.
• Enhance Your Projects With Integrations
• Integrations enhance your projects by syncing activities from outside tools like MailChimp,
WordPress and Social Media to your calendar – which means you don’t have to waste your time
duplicating work.
• Here are a few of the best integrations for marketing teams like yours.
• WordPress/Hubspot – Whenever someone creates a new post in WordPress or Hubspot, it will
automatically appear on your CoSchedule calendar.
• Email Marketing – Whenever someone creates a new email in MailChimp, Hubspot, Constant
Contact, or Campaign Monitor, a new project card will appear on your CoSchedule calendar.
• Social Media – CoSchedule connects to your social media channels so you plan, create, and
schedule your social media alongside your other marketing projects.
Schedule Projects on the Day They Will
Publish
Once you get in the habit of putting everything
on your calendar, the calendar becomes your
process for getting work done.
CoSchedule is meant to be used as a
publishing calendar – meaning you’ll add
projects to the calendar on the day they will go
live or be completed.
Here’s why:
This enables visibility so everyone knows
what’s going live and when.
It helps set priorities (i.e. the next upcoming
project is the team’s priority).
It creates a deadline – which increases the
likelihood of accomplishing a project on time.
Keeping your boss updated on
what your team is working on
usually involves manual
workarounds and time-
consuming meetings.
Until CoSchedule.
CoSchedule lets you share
visibility and prove your
marketing value to stakeholders
so everyone can be up-to-date
about what your team is doing.
Simply create and share a read-
only link to your calendar. The
best part? Read-only links aren’t
dynamic so nothing can be
rescheduled or deleted.
• GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
• Core Concept 2: How Your Marketing Calendar Will Improve
Project Visibility and Control
• Use Color Labels To Visually Organize Your Projects
• Color labels are the most powerful way to add visual organization to
your calendar. Customize your labels to match what is most important
to your company or add visual hierarchy to your calendar.
• Here are a few ways people use them:
See the Big Picture and What’s Coming Next with Project Types
The project card tells you a lot of information. One of the first things you’ll notice is the project
type located in the top left-hand corner.
Project types tell you what type of work it is that you will be creating.
Glancing at the project type helps you understand the kind of content you’ll create, without having
to click into the project for more details.
Why are project types important?
It shows the tactics that contribute to your marketing strategy.
It helps inform others for easier delegation.
It highlights project frequency so your strategy can be more balanced.
It allows you to create filtered sub-calendar views. (More on this later.)

Keep Everyone Accountable by Delegating Project Owners

You can also use the calendar to delegate project ownership so everyone knows who is responsible
for the project.
This helps you:
See who is working on what at a glance.
Allocate work effectively.
Keep yourself accountable for completing things on time.
Notice the project owner is present on the calendar card.
Project Status Shows What You
Are Working On and When It Will
Be Published
The project card tells you what
status the project is currently in.
This helps you prioritize your
work, and keep things from going
live before you are ready.
There are four statuses in
CoSchedule:
GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
Core Concept 3: How Your Marketing Calendar Helps You Be
Flexible When Project Dates Change
• In This Lesson
• Connect Social Messages and Tasks to Projects
• Reschedule Everything With Drag & Drop
• Planning projects on your marketing calendar is an important part of being
proactive and getting organized, but that’s just one piece of the marketing puzzle.
• CoSchedule brings additional things like project checklists and social media
scheduling under one roof so you can save time and see everything that’s going on.
• This lesson focuses on the benefits of attaching project checklists and social
messages to a project in CoSchedule.
• Connect Social Messages and Tasks to Projects
• Everything that has a date should be on your CoSchedule Marketing Calendar – including tasks,
social messages, events, and even notes.
• Make your life easier by connecting tasks and social messages directly to your marketing
projects.
• Tasks are added before the project’s due date, so that all the work is done prior to the project
publishing. Social messages come after the project publishes, so you are promoting something
that has been published.
• You’ll notice tasks and social messages live on your Calendar next to your Project Cards.
•
Reschedule Everything With Drag & Drop
• If a project’s due date changes, simply drag and drop the project to a new date on the calendar. All
the connected tasks and social messages will automatically reschedule along with it.
GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
Implementation Chapter 1: Build Your Own Marketing
Calendar
• In This Lesson
• Step 1: Add a Project to Your Calendar on the Publish Date
• Step 2: Give Your Project A Name
• Step 3: Add Your Integrations
• If you read the Core Concepts chapters, you should have a good understanding of
how CoSchedule is going to help you get your marketing under control.
• Now the fun begins.
• You’re going to learn step-by-step, how to build your own marketing calendar and
put an end to the overwhelming feeling that is your current marketing situation.
• Step 1: Add a Project to Your Calendar on the Publish Date
• The first thing you need to do is add every project to your marketing
calendar from now on.
• Think of an upcoming blog post, newsletter, event, etc. that you are
currently working on. Add it to your calendar on that day you want it
to go live or publish.
• Here’s a quick cheat sheet for when to choose each project type.
• Project: Use if you want to create…
• Blog posts.
• Videos.
• Events.
• Website Content.
• Newsletters.
• Etc.
• Social: Use if you want to create…
• Single social media messages.
• Multiple social media messages in a campaign.
• WordPress: Use if you want to create…
• A blog post that also appears in WordPress.
• MailChimp: Use if you want to create…
• An email that also appears in your MailChimp account.
• Step 2: Give Your Project A Name
• After you’ve clicked the plus sign on the publish date, give your
project a name and choose from the dropdown list to add the project
type.
Continue adding planned marketing projects to your calendar to
build visibility into everything going on with your marketing team.
• Step 3: Add Your Integrations
• The three most used integrations include WordPress, Email Marketing
platforms (like MailChimp), and Social Media channels.
• It’s recommended that you set up all three, if applicable.
• To add an integration:
1.Click the hamburger menu in the top left-hand corner.
2.Toggle down your name.
GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
Implementation Chapter 2: Take Control of Your Process With Your
Marketing Calendar
• In This Lesson
• Step 1: Change The Status of a Project
• Step 2: Choose Your Color Labels
• Step 3: Apply Color Labels to Your Marketing Calendar
• Bonus Step: Apply Additional Metadata to Your Projects
• Get Your Process in Order
• When your marketing team suffers from a lack of process, it can feel like things are
out-of-control.
• You have no idea what’s going on, who’s doing what, and when things are going live.
In this chapter, you’re going to learn how to use your CoSchedule Marketing
Calendar to get a solid marketing process in place.
• Step 1: Change The Status of a Project
• Project cards can help you track what phase each project is currently in. This helps you better prioritize your work and lets you see what’s currently being worked on.
• To change the status of a project:
1.Click a project card on your calendar.
2.Click the status button in the top right-hand corner to move a project forward.
• Step 2: Choose Your Color Labels
• Color labels are the most powerful way to add visual organization to your calendar. Here are some of the most popular ways to organize your color labels.

• Step 3: Apply Color Labels to Your Marketing Calendar

• To set up color labels:
1.Click the hamburger menu in the top left-hand corner
2.Toggle down your name.
3.Choose calendar settings.
• After you’ve set up color labels, you can apply them to your projects to visually distinguish between different projects on your calendar.

• Bonus Step: Apply Additional Metadata to Your Projects

• Aside from color labels, there are additional descriptors you can add to your projects for even better visibility.
• Tags
• Tags build an added layer of information on top of your color labels. This helps you quickly see from the project card which projects contribute to various goals, target
audiences, or initiatives.
To add tags to your projects, navigate to your calendar settings. Tags are located
under your color labels.
Only Owners, Managers, and Admins can add or edit templates (social, task,
project, marketing campaign templates). Templates vary based on what’s available
to you in your plan.”
Descriptions
Project descriptions clarify more details about a project. This helps team members quickly
understand how to create successful content that meets expectation
GETTING STARTED WITH YOUR COSCHEDULE MARKETING
CALENDAR
Implementation Chapter 3: Share Your Marketing Calendar with Stakeholders
In This Lesson
Step 1: Create a Read-Only Link
Step 2: Create a Specialized View to Share
• eep Everyone Updated
• There are two different types of people who will use CoSchedule – a
user and a stakeholder.
• Users are people who you need to invite to CoSchedule. These are
people, usually on your marketing team, that need to execute their work
by accessing their projects, tasks and social messages directly in
CoSchedule.
• Stakeholders are people that don’t need to use CoSchedule to execute
their daily work but could benefit from being in-the-know about what
the marketing team is working on.
• These are usually managers, CEOs, or members of other departments
within your organization like the sales team.
• Rather than inviting these individuals to be a “user” in CoSchedule,
you can have them access the tool through something called a read-
only view. Read-only views allow stakeholders to have marketing
visibility without paying for an extra user.
• Step 1: Create a Read-Only Link
• Read-only links let you share unmodifiable versions of CoSchedule with whomever you want.
• To share a read-only version of your entire calendar or a saved view:
• 1. Click into the specific calendar you want to share by selecting it from the views list. Then click the share button in the top left-hand corner of the calendar.
• 2. Click the link button or Copy next to the link to copy the URL. To download a PDF, click Download PDF .
• 3. Send the link or downloaded PDF attachment to anyone who needs to see the calendar.
• Step 2: Create a Specialized View to Share
• Sometimes stakeholders don’t need to know everything your team is doing.
• If you need a specialized view for someone in the company, you can create and share a filtered view of the calendar that contains only relevant projects – like only social media messages or
blog posts.
• Here’s how to create a saved filter of your calendar that only contains certain things.

• How to Create a Blog Post Saved Filter

• This is how to set up a saved view that contains only your blog posts.
• Click “All” located in the breadcrumb menu. Then choose “Create New Saved View”.
• Name your new calendar filter “Blog Posts” and click Filter to select Blog Post from the list. Click Done to save this new view.
• To access this view, click All in the breadcrumb menu and then choose Blog Post from the drop-down.
• To share this view with a stakeholder, click the share icon to copy the link or download the PDF.
• How to Create a Saved Filter for Each of Your Clients
• Read-only views are a great way to allow clients to quickly see everything your team is working on for them and when each of their projects will be delivered.
• To create a saved filter for each client, follow the steps above, but choose:
• Color Label as the Filter Category.
• Then choose the client color label you’re creating the filtered view on behalf of.
GETTING STARTED WITH YOUR COSCHEDULE MARKETING
CALENDAR
Implementation Chapter 4: Invite Team Members to Join Your
Marketing Calendar
• In This Lesson
• Step 1: Understand User Roles in CoSchedule
• Step 2: Onboard Your Team to CoSchedule
• Bonus: Action Items for Each Team Member
• Getting CoSchedule Ready for Your Team
• CoSchedule users are the individuals on your marketing team that need to
regularly execute their work in CoSchedule. These people need more than
just a read-only view. 
• CoSchedule has several different user roles that can be applied to limit or
expand areas of the app, depending on the person’s responsibilities.
• Step 1: Understand User Roles in CoSchedule
• It’s a good idea to sketch out who, on your team, will have which roles
before you start. Here’s an example to illustrate how each role could
be implemented in a marketing team.
• Owner
• An owner in CoSchedule is the individual with the highest access rights.
• This individual can:
• Change the subscription plan, update billing information, and delete calendars
• View, edit, publish, and delete projects and social messages
• Create and assign tasks to all team members
• Change calendar settings
• Administer social profiles, including the ability to delete profiles from your company
• Administer team members, including the ability to delete team members from your company
• Can add and edit templates. Templates vary based on what’s available to you in your plan
• Manager
• Managers have the same access rights as an owner. However, the owner can rescind rights from the manager as necessary. Managers cannot add additional managers to the account, this can only
be done by owners. 
• These individuals can:
• Change the subscription plan and update billing information
• View, edit, publish, and delete projects and social messages
• Create and assign tasks to all team members
• Change calendar settings
• Administer social profiles, including the ability to delete profiles from your company
• Administer team members, including the ability to delete team members from your company
• Can add and edit templates. Templates vary based on what’s available to you in your plan
• Admin
• Individuals with admin access can:
• View, edit, publish, and delete projects and social messages
• Create and assign tasks to all team members
• Change calendar settings
• Administer social profiles, excluding the ability to delete profiles from your company (Only owners and managers can
permanently delete a social profile from the entire company)
• Administer team members, excluding the ability to delete team members from your company (Only owners and
managers can permanently delete a team member from the entire company)
• Can add and edit templates. Templates vary based on what’s available to you in your plan
•
User
• Individuals with user access can:
• View, edit, publish, and delete projects and social messages
• Create and assign tasks to all team members
• Guest
• Individuals with guest access can:
• View and edit projects only if assigned to them
• Complete tasks assigned to them
• Where to Invite Users and Set Roles
• When you’re ready to start inviting team members to CoSchedule, user roles can be set by
toggling down your name in the left-hand corner and clicking the “Team Members” option.
•
Step 2: Onboard Your Team to CoSchedule
• Once you’ve invited your team to use CoSchedule, it’s important that they get onboarded to
the Marketing Calendar, as well. 
• Have all of your team complete the CoSchedule Team Member Onboarding Certification 
course within the first seven days. 
• It’s also available as a digital version or PDF for those who prefer to learn by reading.
GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
Implementation Chapter 5: Tips For Team
Collaboration
• In This Lesson
• Step 1: Assign a Task
• Step 2: Add a Discussion
• Step 3: Explore Your Home Dashboard
• Step 4: Create a Personal Saved View
• Step 5: Download the Mobile App

• CoSchedule Collaboration 101

• Collaborating is important whether you have a few people on your team or it’s just you and your boss.
CoSchedule makes it easy to be accountable for your work and keep others in-the-know.
• In this lesson, you’re going to learn a few tips to make collaboration seamless.
• Step 1: Assign a Task
• Tasks in CoSchedule are attached to Projects. If you have a small team, applying tasks is a good
way to make sure that projects are completed on time and everyone knows who’s doing what.
• If you are a team of one, applying tasks helps you manage your daily workload with a simple
checklist.
• To add a task to a project,
• Open a project on your calendar.
• Add tasks, due dates, and task owners on the right-hand side.
• You can also take advantage of CoSchedule’s built-in task templates. Your CoSchedule Calendar
includes a pre-set list of task templates that contain tasks commonly needed for various project
types.
• Simply click the “Templates” icon and choose from a standardized checklist. Once applied, see the
checklist magically apply to the project.
• Step 2: Add a Discussion
• Discussions are a great way to collaborate with your team and keep
everyone informed without lengthy email threads.
• If you @ mention someone, the person will receive a notification that
a project needs their attention.
• You can also attach things directly in the comments section like
images, new text changes, or any type of document that pertains to the
project.
• Step 3: Explore Your Home Dashboard
• The Home Dashboard in CoSchedule contains a list of all your upcoming tasks.
It’s a good place to check out first thing in the morning and understand what you
need to get accomplished that day.
• You’ll also see…
• Your notifications – things like comments that need your attention, when tasks
have been completed by team members, etc.
• Your recent projects – this is a list of all the marketing projects you’ve recently
been working in. This makes it easy to jump back into where you left off.
• Your favorite projects – if you need fast access to a project, add it to your
favorites list to quickly find it from your Home Dashboard.
• Step 4: Create a Personal Saved View
• A personal saved view is a filtered view of your Marketing Calendar that only contains your projects
and tasks. It clears out the clutter of the calendar so you can focus on the things that pertain to you.
• It’s a good idea to have all Coschedule users on your team to create a personal saved view for
themselves. Here’s how to do it.
• Click “All”.
• Choose “Create new view”.
•
Name the saved view “(Your Name)’s View”
• Click “Filter” to customize the filters for this view.
• Click “Team member” and find your name.
• Then click “Done”.
• To find your personalized saved view, Click “All” from the breadcrumb menu and
choose the view from the drop-down menu.

• Step 5: Download the Mobile App

• CoSchedule’s mobile app allows you to stay updated on all your projects even if
you’re not at your computer.
• You can do things like:
• Publish projects directly from your phone.
• See your tasks for the day.
• Assign tasks to team members when you’re on the go.
• To use the mobile app, download on the App Store. Or get it on Google Play.
GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
Implementation Chapter 6: Get Organized and Keep
Everything in One Place With Projects
• In This Lesson
• Get Started With Attachments
• Create Your Content With the Text Editor
• Include All Related Assets and Files
• Compose and Collaborate on Content With Google Docs
• Attach Office 365 Documents
• Group Related Marketing Projects Together as a Campaign
• Make Social Messages Part of the Content Creation Process
• Keep Everything in One Place
• Projects in CoSchedule help you bring everything into one place, so you
can easily see your progress and get organized. 
• In this lesson, you’re going to learn a few ways to make the most out of
planning a marketing project in CoSchedule.
• Get Started With Attachments
• When you open a project on your calendar, you’ll see a list of attachments
pop up. Attachments make it easier to execute your projects by keeping
everything in one place. 
• Here’s a list of each attachment type and how you should use it. 
• Create Your Content With the Text Editor
• The text editor allows you to write content directly in CoSchedule. You can compose your blog post, video script,
or any type of written document for your project. 
• You could also use the text editor to leave written feedback or propose changes to a project. 
• Include All Related Assets and Files
• Attaching files allows you to keep a project’s supporting documents in one place. There are a few different ways
you can attach files to your marketing projects in CoSchedule. 
• Compose and Collaborate on Content With Google Docs
• By selecting Google Docs, you can create a new document in your Google Drive without having to leave
CoSchedule. You can also attach an existing Google Drive document. This is best used for creating the project’s
main deliverable. 
• Select the “Edit Inline” option to make changes or add comments to a Google Doc directly from your CoSchedule
marketing project. This unlocks all the features of the Google Doc editor without having to open another tab. 
• Attach Office 365 Documents
• Selecting to add an Office 365 attachment functions similarly to the Google Doc option outlined in the previous
section. 
• You can create a new Word Doc, Excel Spreadsheet, or PowerPoint presentation from a marketing project. One
thing to note, however, is that Office 365 does not have the same inline editing capabilities as Google Docs. 
• If you want to make edits to an Office 365 document, you’ll have to do it directly from Word, Excel, or
PowerPoint. 
• Group Related Marketing Projects Together as a Campaign
• Adding a Linked Project is a good way of connecting two or more projects that either support one another or,
perhaps, function together as a marketing campaign. 
• In this example, there are three projects that are connected to one another.
1.A how-to video
2.A written blog post that outlines the content of the video
3.A newsletter that distributes the video
• Make Social Messages Part of the Content Creation Process
• Perhaps one of the most powerful attachments, CoSchedule allows
you to schedule your social messages directly in a marketing project.
This makes writing your social messages a part of the content creation
process — not an afterthought. To add a social campaign to your
marketing project, choose the attachment option that says “Social
Campaign”. 
GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
Implementation Chapter 7: Maximizing Your Social
Media Strategy with CoSchedule
• In This Lesson
• Step 1: Creating Social Messages in CoSchedule
• Step 2: Schedule a Stand-alone Message
• Step 3: Schedule a Social Media Campaign
• Step 4: Advanced Social Media Strategy
• Step 1: Creating Social Messages in CoSchedule
• There are two different ways to create social messages in CoSchedule – a
stand-alone social message and a social campaign.
• Stand-alone social messages are great for one-off things that you want to post
on social media.
• Social campaigns are several social media messages that get posted to your
social channels over an extended period of time. Social campaigns are
usually used to promote things like blog posts, videos, events, or webpages.
• Step 2: Schedule a Stand-alone Message
• To schedule a stand-alone social message, click to create a new project
on your Marketing Calendar. Choose “Social” and then “Social
Message”.
• Step 3: Schedule a Social Media Campaign
• Social media campaigns ensure that your audience is more likely to see your content, which drives more traffic and
helps improve the return on investment for all your hard work.
• There are two ways to schedule a social media campaign in CoSchedule.
• 1. Attach a Social Campaign to a Marketing Project
• If you’re creating a social media campaign to promote another marketing project you have planned in CoSchedule, it’s
best to attach that campaign directly in your project.
• In this example, you’ll learn how to create a social media campaign that will promote a blog post with CoSchedule.
• Open the project on your calendar.
• Add a “Social Campaign” attachment.
• Next, click the plus sign to add a social message on a specific day.
• Add the link to your blog post by clicking the link button on the top.
•
f you’re not sure how you should build out your first social campaign, here’s our best practice recommendation. Keep
in mind that this can be tailored based on the social channels you us
• 2. Schedule a Stand-alone Social Campaign
• Maybe you need to create a social campaign that doesn’t promote a
Marketing Project in CoSchedule. This could be a campaign that
promotes partner content, a recent news story that pertains to your
business, or something like a positive customer review you want to
promote.
• To create a stand-alone social campaign:
• Click to add a new project to your calendar.
• Choose “Social”, then “Social Campaign”.
• There are some advanced ways you can better manage your social
media strategy.
• 1. Use the Social Media Optimizer to Write Better Social Messages
• The CoSchedule Social Composer has a built-in optimizer that helps
you be more strategic and get more engagement from your social
media messages.
• Once you’ve written your social media message, click
the “Analyze” button.
• 2. Use Best Time Scheduling to Post at the Right Times
• CoSchedule has built-in automation that allows you to post to your social
media channels at the best times.
• With Best Time Scheduling, you can schedule with confidence, knowing your
messages are being sent at the best time possible — according to research and
best practices — for increased traffic, engagement, and followers.
• This takes the guesswork out of posting your social media messages.
• To use Best Time Scheduling, use the dropdown to select a “best time”
timeframe. CoSchedule will automatically post your message on your behalf
at the best time within the selected timeframe.
3. Use ReQueue to Get More Traffic to Your Content
ReQueue is the only social automation tool with built-in intelligence. It takes into account your entire social schedule, uses
Best Time Scheduling intelligence to promote your messages at the most optimal times, AND intelligently finds the gaps in
your schedule (so you don’t have to).
When you’ve composed a social message that would be great to share more than once, simply click the ReQueue button in the
bottom left corner from the social composer.
From there, you can add this message to a ReQueue group or create a new group.
You can also choose when you want ReQueue to expire the message.
GETTING STARTED WITH YOUR COSCHEDULE
MARKETING CALENDAR
Implementation Chapter 8: The Best Way to Manage a
Project From Start to Finish
• In This Lesson
• Step 1: Add Projects to Your Marketing Calendar
• Step 2: Apply A To-Do List to Your Project
• Step 3: Create a New Google Doc Attachment
• Step 4: Add a Social Media Campaign Attachment
• Step 5: Schedule Your Project and Let CoSchedule Do the Rest
• Planning a Project from Start to Finish
• Now that you’ve learned all the parts of CoSchedule, it’s time to tie it
all together. This chapter focuses on showing you how to manage a
blog post project from start to finish using your CoSchedule
Marketing Calendar.
• You’ll take the elements you learned in each of the previous lessons to
create a streamlined marketing process where things finally run
smoothly.
• Step 1: Add Projects to Your Marketing Calendar
• Knowing what type of projects to start putting on your calendar is tricky. It’s a common hurdle for
people just getting started with CoSchedule.
• That said, here are some common recurring marketing projects that you may want to add to your
calendar if applicable.
• Weekly or monthly newsletters
• Upcoming events
• Blog post topics you want to write about
• Once projects are on your calendar, it isn’t set in stone. You can easily move projects that are on hold
over to your Idea Board.
• Here’s how:
1.Click the “Ideas Button”.
2.Drag and drop the project over to the Ideas area to keep it on your radar, but off your calendar.
• Step 2: Apply A To-Do List to Your Project
• After you’ve got a blog project on your calendar, the next thing you’ll need to do is apply a task
checklist to make sure everything gets done on time.
• Apply an existing task checklist
• CoSchedule has a pre-set list of task templates that contain commonly needed tasks for various
types of marketing projects.
• Step 3: Create a New Google Doc Attachment
• The next thing you’ll need to do is attach a new Google Doc to your project.
• This allows you to write your content and collaborate all from one place. Once you’ve added the
new Google Doc attachment, click the “Edit Inline” option to start writing your blog post directly
in CoSchedule.
• Once all your content is completed in your Google Doc, use the “Convert to WordPress” button to
automatically move everything over to a new WordPress post with one click.
• Step 4: Add a Social Media Campaign Attachment
• The next step is to add a social media campaign to your project. This allows you to
write, collaborate, AND promote your blog post all from CoSchedule.
• Using the exact social message cadence we discussed in the previous chapter, add your
social messages one by one to create a social media drip campaign that will drive more
traffic to your blog post over time.
• In case you don’t remember the social campaign recommendation, here’s a graphic to
help.
• Next, you can save that campaign as a template to use again. This way you don’t have
to remember again and again what channels you posted to and on which day.
• To save your social campaign as a template to use again, simply click the “Templates”
icon and then choose “Save Existing”.
• Step 5: Schedule Your Project and Let CoSchedule Do the Rest
• Once you’ve completed all the previous steps in this lesson, it’s time
to schedule your blog post to go live. This will not only schedule your
blog post to publish, but it will also put in motion the social media
campaign you scheduled.
• You’ll find the project status in the top right corner of your project.
When you’re ready to schedule your project…
• click the status
• choose the “Scheduled” option