The Posts Tab - Calendar
You can switch how you view your posts into a Calendar view using the Calendar icon at the top of the Posts page. Click the Calendar icon, and your Post Grid will be replaced with a calendar.
In this article:
Post Activity
· Post Details
· Post History
· Workflow
· Editing a Post
· Removing a Post
· Creating a Post
· Moving a Post
Click a link above to get directly to that section, or scroll down and start reading.
Viewing the Calendar
You can view the calendar by month, week, or day. You can change the date you are looking at either by using the arrows next to the date displayed, or by using the date picker in the right hand corner.
To return to the Post Grid, just click the grid icon next to the Create a Post button.
Month View
If you are viewing a month in the calendar, you'll see the number of posts you have published, scheduled, or in draft displayed on each day. You'll also see if any of your posts encountered errors when they were published.
Week View
The week view shows you the days of a particular week, with an hourly chart on the left. For each day and time section, if you have posts published, scheduled, or drafts for that day and time, you'll see the number of posts and the status. If there is only one post, you'll see an icon for the social network, a preview of the post, and an icon for whether it is scheduled, published, or draft. If there is a Workflow step that needs to be finished for a post in that week, you'll see a red hand icon notifying you. You'll also see the total number of posts made that week on the right.
Day View
The day view shows you the posts you have published, scheduled, or drafts by hour for the day you've chosen. If you have a post in a particular hour, you'll see an icon of the status, the time, the post's creator, and an icon for the social network and the stream's name.
If there are multiple posts for that time chunk, you'll see them listed out individually.
Working With the Post Activity
If you click on a date in the Calendar, the Post Activity sidebar will open on the right side of your screen.
In the Post Activity sidebar, you'll see the number of posts you have scheduled, draft, or published for that day. Beneath that, you'll see a short preview of each post, with the time, creator, status, social network, and a short piece of the content included in the post.
Viewing Post Details
Clicking on a post in the Post Activity section opens a preview of the post.
- A preview of the media, if any
- The post content
- URL, if any
- Creator and scheduled/published time
- URL, if any
- Short URL, if any
- Title - The title of the URL you attached, if any
- Description - The description of the URL you attached, if any
- Post ID - A code Publish assigns to your post. This is used only in SRM.
- Network Post ID - A code the social network assigns to your post.
Viewing Post History
The History tab gives you audit trail information about the post that you've selected in the Calendar Grid.
The History tab is updated when the following events occur:
- Post is created
- Post is scheduled
- Post is rescheduled
- Content is edited
- Tags are edited (The system will show the 3rd party tags edited)
- Links and link images are edited
Completing a Workflow
If your post has a workflow step that needs to be completed, you'll see a red hand icon and the name of the step that needs to be completed next to the post. If you click on the hand icon, workflow will open in the post detail, and you can complete the step in Calendar.
You'll also see the workflow history, so you can see what steps have been completed and what is left to be done.
Editing a Post
If you are looking at a post's details and realize you need to edit it, you can do that straight from the Post Details section. At the top of the Post Details section, you'll the ellipsis. Clicking the ellipsis displays Full Edit and Remove.
Clicking Full Edit opens the post in the Create a Post page. Once you are finished editing the post, you'll be taken back to the Calendar. For more information on editing a post, see the Editing a Post help article.
Removing a Post
If you need to remove a post, you can also do that by clicking the ellipsis. When you click Remove, a popup will appear asking you to confirm that you want to remove the post from Publish. If you want the post removed from Facebook as well, select the checkbox. Click Remove Post. Your post will then be removed and will disappear from the Post Grid.
Note: Due to API limitations, you can't remove a LinkedIn post via the SRM platform.
Creating a Post
If you have a date with no posts scheduled, draft, or published, you can add one directly from the Posts Activity sidebar. Click on the date, and you'll see a No posts scheduled for today. Would you like to add a post? message. Click Create a Post below it, and you'll be taken to the Create a Post page. When you are finished with your post, you'll be taken back to the Calendar.
Moving a Post
If you are looking at your Calendar and realize you need to move a post to a different date or time, you can do that easily by dragging and dropping the post from the post details panel or the Calendar grid to the new date and time. You can use the drag and drop method in the daily, weekly or monthly views.
Note: When dragging and dropping a post, the minutes will not be modified, only the hours. For example, if you drag and drop a meeting with a start time at 9:15 AM to the 10:00 AM time slot on your calendar, the meeting will be moved to 10:15 AM.
If you have multiple posts on one date or time, you can drag and drop them at the same time.
As you drag the post, the date you are moving it to will highlight white with the date in red so you know which date you are targeted on. Once you release the posts on the new date, a confirmation message will appear asking you to confirm that you want to move the post. If you are moving a large number of posts at once, it may take a few minutes to move them all. You'll see a confirmation message once your post(s) has been successfully moved.
Note: You can only move scheduled and draft posts, and you can only move them to dates or times in the future after the current date and time.