Tips for using the Editorial template

If you are managing a content team, then you know how challenging it can be to keep track of every step in the content creation process. With so many tasks and people involved, it's easy to lose track of things. The Editorial template can help you streamline your content management pipeline and keep everyone on the same page.

What is editorial?

In the context of content creation, editorial refers to the planning, creating, editing, and publishing of written, visual, or audio content, such as articles, blog posts, videos, or podcasts. It involves managing the entire process of content creation, from generating ideas and researching to writing, editing, and publishing. Editorial work may be done by individuals, such as freelance writers or editors, or by teams working for publishers, media companies, or marketing agencies. The goal of editorial work is to produce high-quality, engaging, and informative content that resonates with the target audience and achieves the desired objectives, such as brand awareness, lead generation, or thought leadership.


The Editorial template features a Kanban board with the following lists:

  1. Ideas: This is where you and your team can brainstorm ideas for new content. You can add tasks for new blog posts, articles, videos, or any other content format you plan to produce.
  2. Research: Once you have identified a few promising ideas, it's time to start researching. Use this list to keep track of the research you need to do for each piece of content.
  3. On Hold: Sometimes, you may have to put a content project on hold. Use this list to keep track of any tasks that are on hold.
  4. Writing: This list is where the actual writing takes place. Assign tasks to your writers and track their progress.
  5. For Edit: After the writing is done, the content needs to be edited. Use this list to keep track of any content that is ready for editing.
  6. Scheduled: Once the content is edited, it's ready to be scheduled for publishing. Use this list to keep track of when each piece of content is scheduled to go live.
  7. Published: Once the content is published, it moves to this list. You can use this list to keep track of published content and to measure its performance.

How to get started

  1. Set due dates and reminders: Set due dates for each task and use reminders to help you stay on track. This will help you ensure that each task is completed on time and that you meet your overall publishing schedule. Setting a due date will also show each card on the calendar, so another way to use dates is for scheduling your content.
  2. Collaborate with team members: Invite team members to your Editorial project and collaborate on tasks. This will help ensure that everyone is on the same page and working towards the same goals.
  3. Use custom fields: Consider using custom fields to track important information such as target audience, keyword research, and SEO. This will help you stay organized and keep important information easily accessible.
  4. Automate repetitive tasks: Use automation features such as task dependencies and recurring tasks to streamline your workflow and save time. This will help you focus on the more important aspects of your editorial process.