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Getting started with Kanban Board

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Overview

The Kanban Board is your visual command center for LinkedIn content creation. Think of it as a project management system specifically designed for your content workflow, helping you track every post from initial idea to publication.

Instead of juggling spreadsheets or losing track of drafts, you'll see exactly where each piece of content stands at a glance.


What You'll Learn

  • How to access and navigate the Kanban Board

  • How to create and organize drafts

  • How to move content through your workflow stages

  • How to collaborate with team members

  • How to schedule posts directly from the board


Why Use the Kanban Board?

The Kanban Board helps you:

  • Stay organized - See all your content in one visual workspace

  • Never lose a draft - Every post has a clear status and location

  • Collaborate smoothly - Assign tasks, add feedback, and track approvals

  • Publish on time - Move seamlessly from draft to scheduled to published

  • Manage teams - Perfect for agencies, ghostwriters, and content teams

πŸ’‘ Perfect for: Content creators managing multiple posts, teams collaborating on LinkedIn content, agencies handling client approvals, and anyone who wants to stay organized.


Understanding the Kanban Workflow

Your Kanban Board has six columns representing different stages of content creation:

  1. Drafts - New ideas and posts in progress

  2. In Review - Content waiting for feedback or approval

  3. Changes Needed - Posts that need revisions based on feedback

  4. Approved - Content ready to be scheduled

  5. Scheduled - Posts scheduled for future publication

  6. Published - Content that's already live on LinkedIn

Posts move left to right as they progress through your workflow.


Step 1: Access the Kanban Board

  1. Navigate to Drafts & Scheduling in the left sidebar

  2. Click on Kanban option

  3. Your Kanban Board will open, showing all columns and any existing content

You'll see your full content pipeline laid out visually.


Step 2: Add a Draft

There are two ways to add content to your Kanban Board:

Option A: Create a Single Draft

  1. Click the Add Draft button

  2. Enter your post content, title, or initial ideas

  3. Click Save to add it to the "Drafts" column

Your draft is now saved and ready for editing whenever you're ready.

Option B: Bulk Upload Multiple Drafts

Need to add several posts at once? Use the bulk upload feature:

  1. Click the Bulk Upload option

  2. Import multiple drafts in one go

  3. All drafts will appear in the "Drafts" column

πŸ’‘ Pro Tip: Bulk upload is perfect for content batching. Write multiple posts at once, upload them all, then work through your approval process efficiently.


Step 3: Move Posts Through Your Workflow

This is where the magic happens, simply drag and drop posts between columns as they progress.

How to Move a Post

  1. Click and hold on any post card

  2. Drag it to the appropriate column

  3. Drop it in place

Example workflow:

  1. Draft β†’ In Review

    • You've finished writing and want feedback

    • Drag the post to "In Review" to signal it's ready for review

  2. In Review β†’ Changes Needed
    ​

    • Reviewer requests revisions

    • Move to "Changes Needed" so you know what to work on

  3. Changes Needed β†’ In Review
    ​

    • You've made the updates

    • Move back to "In Review" for another look

  4. In Review β†’ Approved

    • Content is finalized and approved

    • Move to "Approved" when it's ready to schedule

  5. Approved β†’ Scheduled
    ​

    • Post is scheduled for publication

    • Move to "Scheduled" and set your publish date/time

  6. Scheduled β†’ Published
    ​

    • After the post goes live on LinkedIn

    • Automatically moves to "Published"


Step 4: Collaborate with Your Team

The Kanban Board makes team collaboration simple and transparent.

Assign Posts to Team Members

  1. Click on any post card in the "In Review" column

  2. Select Assign from the options

  3. Choose a team member, client, or content manager

  4. They'll be notified that the post needs their attention

Great for:

  • Getting client approval before publishing

  • Having a content manager review posts

  • Assigning specific posts to different team members

Add Comments and Feedback

  1. Click on a post card

  2. Add comments or feedback in the comment section

  3. Team members can see all comments and discussions

  4. Update the post's status by moving it to the appropriate column

πŸ’‘ Pro Tip: Use comments to provide specific feedback like "Need a stronger hook" or "Approved! Great work!" This creates a clear audit trail.


Step 5: Schedule Posts from the Board

Once a post reaches the "Approved" column, you can schedule it directly:

  1. Drag the approved post to the Scheduled column, it will automatically be assigned a publish time based on your content calendar

  2. Click on the post if you'd like to change the scheduled time

  3. Pick a custom date and time and confirm your changes

  4. The post will now appear in Scheduled with its updated publish date visible


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⚠️ Important: Posts can only be scheduled from the "Approved" column. This ensures only finalized content gets published.


Step 6: Track Progress and Status

Your Kanban Board gives you real-time visibility into your entire content pipeline.

At a glance, you can see:

  • How many drafts need to be written

  • Which posts are waiting for review

  • What content needs revisions

  • How many posts are scheduled

  • Your publishing history

Benefits:

  • Never miss a publication deadline

  • Identify bottlenecks in your workflow

  • Balance workload across team members

  • Keep clients informed on content status

  • Plan ahead with visibility into your pipeline


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