Cooperate’s Marketing Calendar helps marketers effectively manage their team’s workload, create better alignment and ensure projects are delivered on time.
You can see all your work in Cooperate reflected in the Calendar with the ability to drill down on each of your marketing activities to see what is happening across Channels, Brands, Teams and more.
What can I use the Calendar for?
The Calendar is designed to help marketers get organised and stay on track to complete their goals, but it can also be used to accurately reflect your marketing plan and strategy.
You can choose to see this information in the Calendar in a variety of ways by tweaking your Grouping and Filtering options.
Grouping is the left panel that allows you to choose how you view Projects and Tasks, Filtering allows you to choose what you want to view.
For example: If you want to see just your Team's tasks: Group by Team Members then add a task filter by Team or Team Members
If you want to see every Project that's Live in the Australian Market: Group by Market, filter the Market to Australia and then add another filter of Live Projects.
You can view the timeline across a Weekly, Monthly, Quarterly or Yearly view. Choose your timeframe from the bottom right of the Calendar.
You can jump to a specific Month or Year using the date selector.
Just select Today at anytime to jump back to the current date.
Cards vs Project view
You can see your work in the Calendar in two ways - Projects or Just Cards. Cards are simply the Calendar's view of Tasks.
You can do this by toggling on/off the Just Cards view at the bottom of the Calendar.
Just Cards view:
Projects with a set timeframe will span across their relevant dates. If they have a live period, this will be reflected as a grey box within that project.
BAU Projects will span indefinitely across the Calendar and are ordered at the bottom of the Project list, underneath those with a timeframe.
Numbers that show on a Project are a representation of the Tasks. All Tasks in a Project will show on their due date, you can hover over these to see what the Tasks is.
Opening a Project
When you click on a Project in the Calendar, you can see more information including:
- Project Dates
- If it's Live, Delayed or On Track
- Any Tasks within the Project
It will drop down if there are Tasks within that Project.
You can also Create a Project straight from the Calendar by selecting the + icon in the top right of the Calendar.
Cards and Tasks
You can see your Tasks on the Calendar in two ways:
1. In the Project view, select a Project. This will drop down and show any Tasks within that Project.
2. Toggle on the Just Cards view
Card display details
You can choose what information the Cards display. To do this:
- Select the ... icon
- Select Card Display Details
- Toggle on/off the details you do/don't want to see
Updating a Task in the Calendar
In the Calendar you can make changes to any Task as you normally would in a Project.
Either through the Fast Task option (hover over a Task and select the .... icon.)
Or by opening the Task.
Creating a Task straight from the Calendar
- Select the + icon in the top right of the Calendar
- Select Task
- Choose the Project you would like the Task to live in
- Create a Task as you normally would in a Project
- Select Create Task
- You will need to refresh the page to see the Task