How to add a task to the calendar

Once you have your marketing strategy, the next most important step to getting the benefits of it is staying on top of your marketing tasks. And our task calendar will help you do your marketing strategy!

Pro-tip: Tasks generated by your marketing strategy automatically show up! So if you haven’t created your marketing strategy, go do that and you’ll see them appear. Then you can move the tasks around on your calendar as you see fit.

To get to your task calendar:

Click on the “Calendar” tab in the left side bar.

There are a few ways to add a task to your calendar:

Double click on one of the dates/boxes. A new task will appear on the date as well as in the detail view on the right of your screen.
Click on the + you see in the upper left corner of one of the date boxes on the calendar. A new task will appear on the date as well as in the detail view on the right of your screen.
Click the + you see in the upper right hand corner of the list view on the right side of your screen. A new task will appear on the date as well as in the detail view on the right of your screen.

Add details to your tasks:

Click into any task on your calendar and you can add:
1. A name
2. A due date
3. A start date (if you want to put it on your radar before it is due)
4. An assignment (if you’ve added team members or consultants to your account)
5. Estimated effort (to set expectations of how long the task will take)
6. Details (use this for content ideas and/or instructions)

You can also schedule social media posts from the calendar! Here’s how to do that.

Hover over the date you want to schedule the post for, and click the + button you see in the upper left hand corner of the cell.
A modal will appear with options; select which social media account you want to post to.
If you are going to use the AI copywriter to draft the caption:
1. Type in a topic where you see “What do you want to post about?”
2. Type in your prompt or additional information you want the AI copywriter to have/use in the “Additional details” field
3. Type in a CTA (call to action) if you want to include one in the “Call to action” field
4. Click on the options button (to the right of “Draft it for me”) to set your caption length, whether you want the AI copywriter to include emojis, and select your brand voice.
5. Click “Draft it for me”.
6. Scroll down to the media field to upload your photo(s) and/or video(s).
7. Review the draft of the caption and make any revisions you want. Don’t forget to add hashtags or @ accounts if you want them included!
8. Then click the calendar icon you see in the upper right corner of the cell to select the date and time you want the post to publish.
If you are writing the caption yourself:
1. Scroll past the AI copywriter fields to where you see “Caption”. Write your caption there. Don’t forget to add hashtags or @ accounts if you want them included!
2. Then click to add your photo(s) and/or video(s) to the media field.
3. Then click the calendar icon you see in the upper right corner of the cell to select the date and time you want the post to publish.

After you’ve scheduled your post, you will see an icon for the social media platform your post is scheduled for appear on the date in your calendar.