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Use the calendar

See a month of posts and tasks at a glance, color-coded by stage, and add or move work by date.

For everyone

Every client has a calendar that shows its posts on the day they go out and its tasks on the day they are due. If you run the workspace or work on its team, you also get one calendar with every client on it.

Open a client's calendar

  1. Step 1: Open the client.

  2. Step 2: Choose Calendar in the row of tabs at the top of the page (List, Posts, Tasks, Calendar).

    A client's calendar. Posts are solid tiles, tasks have a dashed border.
    The Bloom Coffee Co. calendar for this month. Post tiles are tinted by stage, tasks have a dashed border, and today's date is circled.
  3. Step 3: Use ← Prev and Next → to move between months. Today's date is circled.

If the client has several brands, pick a brand's pill above the calendar to see only that brand, or All brands to see them all. In All brands, each item has a small dot in its brand's color.

What the colors mean

Each post's color shows how far along it is:

ColorPost stage
GrayDraft, not sent for review yet
Yellow dotIn review
AmberChanges requested
TealApproved
BlueScheduled
Purple or greenPublished and live
RedSomething went wrong while scheduling or publishing. Open the post to see what.

Tasks use the colors of their status:

ColorTask status
GrayOpen
PurpleIn Progress
BlueIn Review
AmberChanges Requested
GreenCompleted

Add, move and remove work

  • Click an empty part of a day to start a new post on that date. To add a task instead, point at the day and click +task in its corner.
  • Drag a draft post to another day to move it. It keeps its time of day. Once a post is scheduled, it can't be dragged.
  • Drag a task to another day to change its due date. A completed task stays where it is.
  • Right-click a post or task for Duplicate, or for Delete if you're allowed to delete.

If you log in as a client, click a date to ask your team for a task on that day. If your agency lets you create posts, clicking a date starts a draft post instead, and New task at the top of the page asks for work. Right-click a task to duplicate it, or to delete it while it's still open.

See every client at once

On Home, click View all → on the Calendar card to open All calendars. It shows every client's posts and tasks, each client in its own color and labeled with the client's name. Click an item to open it. To add something, open that client's own calendar. In a Creator workspace, View all → opens your brand's calendar.

The All calendars page, with posts and tasks from Bloom Coffee Co., Harbor Group, Lumen Skincare and Summit Outdoor, each labeled with its client's name and marked with that client's colored dot.

Show your own events

Turn on Show my personal events at the top of a calendar to see events from a Google, Outlook or Apple calendar you've connected. They show with a small calendar logo and their time. Click one to change its title, date or time, then click Save. An event that spans several days can only be changed in its own calendar app.

If a teammate has shared their calendar with you, tick their name next to Team calendars: to add their events too. To connect a calendar or share yours, see Sync with Google, Outlook or Apple Calendar.

On a phone's browser

On a narrow screen the calendar becomes a small month with colored dots, and a list of days below it. Tap a day to jump to it in the list, tap it again to open what's on it, and press and hold a day to add a + New post or + New task there.

The calendar on a phone: a small month grid with colored dots under the days, and below it a list of the chosen day's posts and tasks.