1. Keep the process simple with an agile content board 

The Planner section is the perfect place to house all your content planning, so you can have an overview of what's in progress. 

We've created the Content Planning Board Template in the Cooperate Platform which we found works best for our users. 

The lists are setup in a typical agile framework, starting with To Do, In Progress, In Review, Approved and Done. 

The labels provide more specific information on the content type, such as Article, Social Post, EDM and Landing Page. 

You can easily tweak the lists and labels to suit your team's needs. 

2. Create a task template just for content 

Standard tasks in the Planner and Campaign sections of the Cooperate platform already have the Task Details section set out for you. These include, Task Assignee, Labels, Priority, Due Date, Channels and Brands. 

But you can change sometimes, this information isn't always relevant to the task at hand. Or you might need more information. Task Templates allow you to design your own task and the details it asks for. 

Here is our recommendation for the perfect Content Task Template. You'll find it already in your trial account under Content Planning Template. 

3. Capture relevant brief details and ensure they're on track 

Between long winded email chains, multi-app use and template changes, the briefing process can quite quickly become complicated. 

That's why it's important to keep the process as simple as possible, while still ensuring critical information is easily conveyed. 

Run a successful briefing process is easy with Task Templates. Create a new design board and house all your agency and freelancers in the one place. Then use the calendar to keep an eye one everything. 

4. House all your content 

There are three ways you can attach assets and documents to a task. You can upload them under the Attachments field, Upload them to the Asset Manager under Relationships, or you can link an existing Asset from your Asset Manager to the task. 

Attachments vs Assets

The difference between these two areas is that attachments won't be added to your Asset Manager. This is an ideal place to put first drafts or any content you don't want clogging up your AM. 

However, the Asset Manager's annotation feature allows users to collaborate and review an individual asset. To make use of this, you should add assets to the AM section. 

Cooperate's Asset Manager holds any file type and allows unlimited storage on the standard plan. 

5. Simplify approval processes 

By moving a task to 'Approved' and 'Done' you will notify the the assigned users that they've been moved to this list. Or you can manually tag the users in a comment on the task to let them know. 

The status labels provide more specific information on the status, such as Changes Required, Awaiting Response, Completed and Not Started. 

Visualise all work in a single calendar view 

If your work is across different planner boards then the Master Calendar is the perfect place for instant visualisation. 

Simply create a new filter that includes all planner tasks and group by board or channel. You'll get oversight on where and when content is being distributed, and where it's lacking.

Or view by user, so you can ensure work is being distributed evenly. 

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