A calendar view of all upcoming content
As any communications professional knows, corporate communications are rarely done on the fly, instead they are typically planned and curated ahead of time. Workvivo currently provides content scheduling capabilities in the form of the post scheduler as well as the publish date-time feature on articles and events. However, until now there has been no way to get a birds eye view of planned content across the platform.
The new Content Calendar allows you to do exactly that. Accessed via the Resources tab in the top navigation bar, the Content Calendar provides you with a rolling weekly view of planned posts, articles, and events. Additionally, we have introduced a new content type exclusively for the Content Calendar called 'Notes'. Notes are a fantastic function for planning future communications and coordinating with others.
Roles / Permissions: Manage Content Calendar (this has been automatically added to the roles of Admin and Editor)
- From the Top Navigation bar click the “Resources” tab.
- How Select “Content Calendar” in the drop down menu.
- From here you will be presented with the current week in a calendar style view.
- The current day/date will be highlighted.
- From this screen you will have access to filters, a quick create function and a navigator to cycle through calendar weeks.
- To return to the current day from any date, click the “Today” button.
- Any content which has a scheduled date (posts) or a publish date (articles & events) will be visible on the content calendar.
- However, you can also create this content from the calendar view using the “Create New” button.
- Clicking on any of the content types here will bring you to the appropriate create screen and once done will return you to the Content Calendar.
Notes are an information tool to allow users to add placeholders for content that may be created at a later date. Notes that are created will only be viewable in the Content Calendar and any user that has access to the content calendar will have visibility of these notes.
- Click "Note" in the "Create New" dropdown menu.
- Give the note a title.
- Provide the note with a start and end date/time (notes can span multiple days).
- Provide a description and save.
- Notes will be displayed on the calendar as a card (if single day) as viewed below. A placeholder image will be used to make the item visually distinguishable as a note.
- If a note is spanning multiple days it will be displayed as a solid bar item at the top of the calendar.
- The details of the note can be viewed by clicking on the note.
- From this view, the user has the ability to edit or delete the note.
With Content Calendar we have introduced a small change to how you schedule a post. When scheduling a post, you now have the ability to provide a title for the post. Providing a title to a scheduled post makes it easier to identify on the Content Calendar.
- Click “Post” in the “Create New” Dropdown menu.
- Create a Scheduled Post as per the standard process.
- In the schedular screen add a title and click 'Schedule Post'.
- Posts will be displayed on the calendar as a card as viewed below. A placeholder image will be used to make the item visually distinguishable as a Post.
- Scheduled Posts can be previewed by clicking on the card.
Creating Articles & Events
- There is no difference to how a scheduled article or event is created.
- Click “Article” or “Event” in the “Create New” Dropdown menu.
- Create the content and provide a publish date/time in the future.
- Articles and Events will be displayed on the calendar as a card, similar to other content types. If a cover image is provided, that image will display on the card. If there is no cover image provided, a placeholder image will be used to make them visually distinguishable.
- Note: All day or multi day events will be shown as a solid bar along the top of the Content Calendar.
- Scheduled Articles can be previewed by clicking on the card.
- Scheduled Events can be previewed by clicking on the card.
The calendar view can be filtered to display content from the four content types: Posts, Articles, Events and Notes. Additionally the calendar can be filtered to display content from specific authors or content restricted to specific audiences.
- Click on one of the chip filter buttons and view only content related to that filter.
- Note: Filters cannot be combined.
This feature will be included in our Q4 2022 release.