Overview

Editorial Calendar Boards are an efficient way of sorting and organizing your Editorial Calendar to improve efficiency and enhance collaboration. You can easily Lock, Update, Edit, or Share your Editorial Calendar Boards through the Options menu.

Edit, Lock or Delete Editorial Calendar Boards

1. Click the Calendar Boards icon on the Left Navigation Menu. Navigate to and select the Calendar Board of your choice.

2. Click the Options menu button on the top right of your window. Here, you will find options to Edit, Lock, Delete, and Share your board.

3. Click the Edit Board option to edit your board.

4. You will be led to a new window where you can edit your Board's basic information, color configuration, filters, advanced filters, sharing permissions, groupings, and card properties.

5. Edit and update the fields per your needs and click Save to update your board. Click Cancel to exit without saving.

6. Clicking the Lock Board option allows you to lock the filters on the board so that they cannot be edited.

7. Click Delete Board to delete the Calendar Board.

Share Editorial Calendar Boards

1. Click the Calendar Boards icon on the Left Navigation Menu. Navigate to and select the Calendar Board of your choice.

2. Click the Options menu button on the top right of your window. Click Share Board.

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3. The Sharing Pop-up will appear allowing you to share the Board internally or externally.

4. For internal sharing, click the Workspaces dropdown menu and select the Workspaces or Workspace Groups you want to share your Calendar Board with.

5. Click the Copy External Link option to share your Board externally.

6. You can select a Date Range and Expiration date for the link for security. You can also add SSO Authentication or Password Protection for added security.

7. Once the secure link is generated, it can be shared externally.

Favorite an Editorial Calendar Board

1. Click the Calendar Boards icon on the Left Navigation Menu. Navigate to and select the Calendar Board of your choice.

2. Hover over the Board's name and click the Star icon to Favorite it.

3. Click the Star icon on a Favorited Board to Unfavorite it.