Often users are applying the same set of filters or using the same GroupBy configurations. Users can save these settings in an Editorial Calendar Board, allowing them to easily access a frequently used view without the need to manually apply filters or other such settings each time they wish to see Marketing Calendar content in those display settings. A Marketing Calendar board configuration allows you to specify the Marketing Calendar view, the period selected, the filters applied, and group-by settings.

How to create Editorial Calendar Boards?

The feature is available by default but requires configuration. The steps mentioned below are necessary to set up the Marketing Calendar Boards:

1. Navigate to the Editorial Calendar.

2. Select your view settings: Select among the available entities (Campaigns, Sub-Campaigns, Events, Messages, Paid Initiatives, and Tasks) to view the relevant content on the board.

3. Set your display configurations:

   • Select the view - Calendar/Timeline for the board.

   • Select the period - Year/Quarter/Month/Two Week/Week/Day for the board.

   • Select the card size - Large or Small.

   • Apply the filters you need for the board.

   • Apply Group By configurations you need for the board.

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4. Click Save as New Board to proceed to the Board Details page.

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5. Fill in the following fields in the Board Details page.

   1. Basic Information:

      • Board Name [Mandatory]

      • View Type [Auto Filled]

      • Content Type [Auto Filled]

      • Card Size

      • Tags [Optional - fill to organize your boards based on various tags]

   2. Sharing and Permissions [Optional - fill to restrict visibility]

      • Workspaces [the workspaces you want to share this board with]

      • User / User Groups [the User / User Groups you want to share this board with]

   3. Filters [Auto Filled]

   4. Grouping [Auto Filled]

6. Click on Save to save the view as a board.