User Guide
User Guide — Content Calendar Planning Hub
Overview
This is a track-only content planning tool. Use it to capture ideas, schedule them on a calendar, and mark them published after you post manually on LinkedIn, Instagram, or other channels.
Getting Started
- Start the app (see
run-deploy-instructions.md) - Enter your name in Team member (top right)
- Use the three main views: Monthly Calendar, Idea Backlog, Reports
Monthly Calendar
The default view is a full-month editorial calendar:
- Navigate months with ← → or jump to Today
- Summary chips show scheduled, published, ideas added, and total on calendar
- Scheduled and published items appear on their publish dates
Capture an Idea
- Go to Idea Backlog
- Enter a Title
- Add at least one tag: Channel, Campaign, or Content type
- Click Save to Backlog
Your idea appears in the backlog with status idea.
Schedule a Post
- In the backlog, find an idea
- Click Schedule
- Choose a Publish date (time is optional)
- Click Schedule
Status becomes scheduled. The item appears on the editorial calendar.
Mark as Published
After you manually post on your social channel:
- Find the scheduled item in the backlog or This Week view
- Click Mark Published
Status becomes published.
Editorial Calendar
- Full month grid is the primary planning view
- Use ← → to move between months
- Click Today to return to the current month
- Scheduled and published items appear on their publish dates
Reports
Generate a monthly summary of calendar activity:
- Open Reports
- Select a Report month
- Click Generate Report
- Download as JSON or CSV, or Print Report
Reports include content on the calendar, ideas added that month, and breakdown by channel.
Filter by Status
In the backlog, use the Status dropdown to show All, Idea, Scheduled, or Published items.
Team Usage
All team members share one calendar. Enter your name so the team knows who created items. Everyone sees the same backlog and calendar.
What This Tool Does Not Do
- Does not connect to social media accounts
- Does not auto-publish posts
- Does not require approval workflows
Publish manually on your channels, then mark items published here.