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How to Use the Content Board (For Admins)

Updated over 2 months ago

Overview

The Content Board is a centralized space where admins can plan, manage, review, and schedule content across multiple team members and workspaces.

It helps you stay organized, maintain consistency, and ensure smooth collaboration without switching between tools or accounts.

What You Can Do Using the Content Board

As an admin, you can:

  • Get a centralized view of all content

  • Plan and visualize content schedules in advance

  • Track post status from draft to published

  • Manage multiple team members' content efficiently

  • Ensure consistent posting across workspaces

  • Identify content stage

  • Improve collaboration and accountability


Now let's go deeper to understand how each one works.

1. Get a Centralized View of All Content

The Content Board shows posts from all team members and workspaces in one place.

How it works:

Step 1: Click Content Board from the left sidebar under "Content".

Step 2: By default, you'll see posts from All Workspaces.

Step 3: Use the "All Workspaces" dropdown (top right) to filter content by a specific workspace if needed.

Step 4: Switch between Calendar or Kanban view to see posts organized by time or status.

This removes the need to ask team members for updates separately.


2. Plan and Visualize Content Schedules in Advance

You can plan posts days or weeks ahead and maintain consistency.

How it works:

Step 1: Go to Calendar view.

Step 2: Switch between Week or Month view as required.

Step 3: Click on any available time slot marked "Empty".

Step 4: Choose to create a new post or select an existing one.

Step 5: Schedule it for the selected date and time.

This helps you avoid last-minute posting and align content with campaigns.


3. Track Post Status from Draft to Published

Every post moves through clear workflow stages.

How it works:

Step 1: Switch to Kanban view.

Step 2: You'll see columns like Drafts, In-Review, Changes Needed, Approved, Scheduled, and Published.

Step 3: Drag and drop posts between columns to update their status.

Step 4: Monitor which stage each post is currently in.

This ensures nothing gets stuck or forgotten.


4. Manage Multiple Team Members Efficiently

You can oversee all contributors without switching accounts.

How it works:

Step 1: Use the All Workspaces dropdown to filter by individual workspace.

Step 2: Review posts created by each team member.

Step 3: Open posts directly to give feedback or approve them.

Step 4: Move posts to the next stage when ready.

This keeps team management simple and organized.


5. Ensure Consistent Posting Across Workspaces

Maintain a predictable posting schedule across brands or teams.

How it works:

Step 1: Go to Time Slots view.

Step 2: Review each workspace's configured posting time.

Step 3: Check the active days (indicated with checkmarks).

Step 4: Add or adjust recurring time slots if needed.

This helps maintain consistency across multiple accounts.


6. Identify Bottlenecks and Delays Quickly

Spot posts that are stuck in review or need changes.

How it works:

Step 1: Open Kanban view.

Step 2: Look at posts under In-Review or Changes Needed.

Step 3: Click into the post to review feedback.

Step 4: Take action by approving or requesting further edits.

This prevents workflow delays.


7. Prioritize Content That Needs Attention

Focus on high-impact or time-sensitive posts first.

How it works:

Step 1: Check the Scheduled column in Kanban to review upcoming posts.

Step 2: Review posts nearing deadlines in Calendar view.

Step 3: Filter by workspace if needed.

Step 4: Move urgent posts forward in the workflow.

This ensures deadlines are met without constant follow-ups.


8. Improve Collaboration and Accountability

Clear ownership and visibility improve team coordination.

How it works:

Step 1: Open any post to see the assigned workspace and owner.

Step 2: Review status updates directly on the board.

Step 3: Use status changes to communicate progress.

Step 4: Ensure each team member moves posts forward responsibly.

This transparency reduces confusion and improves teamwork.


Creating and Scheduling Posts

Add a New Draft

Step 1: Click Add Draft (top right).

Step 2: A "Create Post" modal will appear.

Step 3: Select a workspace from the dropdown list.

Step 4: Create and save your post.

Bulk Import Drafts

Step 1: Click Bulk Import Drafts.

Step 2: Download the sample CSV file.

Step 3: Add your content in the first column (post text).

Step 4: Upload the CSV file.

Step 5: Assign workspaces in the next step.

Step 6: Click Next to complete the import.

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