{"id":1172,"date":"2023-01-13T23:19:00","date_gmt":"2023-01-14T07:19:00","guid":{"rendered":"https:\/\/planfix.com\/blog\/?p=1172"},"modified":"2023-11-24T09:54:31","modified_gmt":"2023-11-24T08:54:31","slug":"planfix-content-plan","status":"publish","type":"post","link":"https:\/\/planfix.com\/blog\/teamwork\/planfix-content-plan\/","title":{"rendered":"Planfix Content Plan"},"content":{"rendered":"
Planfix<\/span><\/a><\/span><\/div>\n\n\n
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This guide outlines the steps to develop a content plan and automate workflows in Planfix. At our company, Planfix integrates all of our business processes, including customer support requests, ideas, and the transformation of ideas into tasks, which then undergo a defined development cycle before implementation. Upon completion of each task, we evaluate its potential as newsworthy content that can be effectively communicated to a wide audience.<\/p>\n\n\n\n

To achieve this goal, we’ll develop a business process for regular block publishing. We’ll also set up a process for selecting news items for various channels, including our company’s internal blog and social media content. Our company regularly posts important news and case studies on the blog, while shorter updates are shared on social media. As the product evolves and grows, there is an increasing need to gather, categorize, and distribute information and news through various channels.<\/p>\n\n\n\n

Here are the steps to create a content plan and set up automatic scenarios in Planfix:<\/p>\n\n\n\n

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Step 1:\u00a0Add the “Publication” Field to the Task Template<\/h2>\n\n\n\n

Use the “List” field type described in the Help Center<\/a>. You can create a template specifically for a team (e.g., Marketing) or add a new field to the default template. Learn more about working with templates in the Help Center<\/a>. In our case, we created the following fields for our business processes.<\/p>\n\n\n\n

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Step 2: Create a Planner<\/h2>\n\n\n\n

We named ours “Working with the news.” You can choose a convenient and easy name that your employees will understand. 
Our company has several options for a news publication, including:<\/p>\n\n\n\n

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Option 1:\u00a0Post News<\/h3>\n\n\n\n

The key feature of this Planner is the “Post Planfix News” list. We have set it up with a “table” type list. It displays four columns, one for each of the values of the “Publish” list we need. The table is structured as follows:<\/p>\n\n\n\n

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This table is similar to a classic Kanban, where the first two columns contain the queue of news for publishing to social networks and the blog. The remaining two columns are for service purposes. It’s easy to work with this Planner by dragging news tasks from one column to another.<\/p>\n\n\n\n

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Option 2:\u00a0Candidates for Publication<\/h3>\n\n\n\n

In addition to the first option, we have another list, a backlog called “Candidates for Publication.”<\/p>\n\n\n\n

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It contains tasks that have recently been completed or are in progress but for which the value of the “Publication” field hasn’t yet been selected. <\/p>\n\n\n\n

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With this list, we can capture tasks that might interest users but weren’t considered during the completion of the work. In this case, we can drag the tasks to the desired list of publications (blogs or social networks).<\/p>\n\n\n\n

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Option 3: Ideas<\/h3>\n\n\n\n

If we have an idea about something, even if there is no associated task, we can add the idea directly to the task field in the desired column. This idea will become a task and immediately appear in the right column.<\/p>\n\n\n\n

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News Publishing Workflow:<\/h2>\n\n\n\n

How Does it Work?<\/h3>\n\n\n\n

Every day at 10 a.m., the content manager receives a regular task reminder in Chronicle to take care of the news. <\/p>\n\n\n\n

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Learn more about Chronicle<\/a> and how to set up recurring tasks in the Help Center<\/a>. <\/p>\n\n\n\n

The task includes:<\/p>\n\n\n\n