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Content Planner and Pipeline

Content Planner Content Planner & Pipeline Plan awareness day content across every channel. Use the calendar view to schedule content and the pipeline to track it from draft to published....

13 March 2026·3 min read
Content Planner and Pipeline
Team planning content on whiteboard with sticky notes

Content Planner and Pipeline


Content Planner

Content Planner & Pipeline

Plan awareness day content across every channel. Use the calendar view to schedule content and the pipeline to track it from draft to published.

Overview

The content planner turns your saved awareness days into a working content calendar. Instead of just knowing when events happen, you can plan what you’ll publish, on which channels, and track each piece through your production workflow.

The planner has two views:

  • Calendar view — a monthly grid showing your content items on their scheduled dates, alongside the awareness days they’re linked to
  • Pipeline view — a Kanban-style board with five columns representing your workflow stages
Content planner calendar view with scheduled content items
Content planner calendar view — see your planned content alongside awareness day events

Accessing the planner

To open the content planner:

  1. Click the “Planner” tab in the view switcher toolbar. This is the fourth tab, after List, Cards, and Calendar.
  2. The interface switches to planner mode — the toolbar is replaced by the planner hero bar with the gold accent border.
  3. Choose your view — Calendar or Pipeline — using the buttons in the planner hero bar.


Note: The content planner requires a free account. You can create up to 5 content items on the free plan, with unlimited items on paid plans.

Creating content items

There are several ways to create a new content item:

From the planner calendar

Hover over any date in the planner calendar view and click the “+” icon that appears. This pre-fills the publish date with that day.

From an event detail modal

When viewing an event’s details, click “Add to Planner” to create a content item linked to that awareness day. The event is automatically selected.

From the pipeline view

Click the “+” button at the top of any pipeline column to create a new content item with that status pre-selected.

Content item fields

Each content item has the following fields:

Field Description
Linked event The awareness day this content is about. Select from a searchable dropdown of all events.
Content type The channel: Blog, Twitter/X, Instagram, LinkedIn, Facebook, Email, Press Release, or Other.
Status Where this item is in your workflow: Planned, Drafting, In Review, Scheduled, or Published.
Publish date When you plan to publish. This determines where the item appears on the calendar grid.
Headline The working title or headline for your content piece.
Draft copy A textarea for drafting your content, with a live character count.
Hashtags Relevant hashtags, separated by commas or spaces.
Notes Internal notes — links, references, feedback, or planning context.


Pro feature: With Planner Pro, the content editor includes an AI ideation panel that generates headlines, hooks, CTAs, and hashtags based on the selected event and content type. See AI content ideation.

Calendar view

The planner calendar shows your content items on a monthly grid, colour-coded by status. Each day cell can show:

  • Awareness day labels — the events happening on that date (shown as small teal labels)
  • Your content items — shown as coloured pills indicating their workflow status
  • An add button — hover over any date to reveal a “+” icon for creating new items

Use the month navigation arrows to move between months and the “Today” button to jump back to the current month.

Content planner calendar with colour-coded content items
Content items appear on the calendar grid, colour-coded by their workflow status

Pipeline view

The pipeline is a Kanban-style board that organises your content items into five workflow columns:

Pipeline view showing Kanban columns for content workflow
Pipeline view — drag content through your workflow from Planned to Published

Each column shows a count of items and displays them as cards with:

  • The linked awareness day name
  • Content type badge (e.g. “Blog”, “Instagram”)
  • Publish date
  • Action buttons to move the item to the next or previous status
  • A delete button

Cards have a coloured left border matching their status for quick visual identification.

Editing & deleting content items

To edit a content item, click on it in either the calendar or pipeline view. The content editor modal opens with all fields pre-filled. Make your changes and click “Save”.

To delete a content item:

  • In the pipeline view, click the trash icon on the card
  • In the editor modal, click the “Delete” button at the bottom

You’ll be asked to confirm before the item is permanently deleted.

Workflow statuses

Each content item progresses through five statuses. You can set the status when creating or editing an item, or use the arrow buttons in pipeline view to move items along.

Status Colour Description
Planned Grey Event identified, content not yet started. Your backlog.
Drafting Blue Content is being written or designed. Work in progress.
In Review Amber Draft complete, awaiting approval or feedback.
Scheduled Purple Approved and scheduled for publication.
Published Green Live. Content has been published.


Tip: Create content items early in the “Planned” status, then move them through your workflow as you progress. The pipeline view makes it easy to see your workload at each stage.

Need content inspiration?

Let AI generate headlines, hooks, and hashtags for your content.

AI ideation guide →

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