Content & brand

Content pipeline

The content pipeline lets you plan and schedule items, emails, blog posts, social, video, landing pages, through a status workflow that runs from Idea to Published. View the pipeline as a board, list, calendar, or month grid.

The content pipeline tracks the pieces you are planning, emails, blog posts, social, and more, as they move through a status workflow. You add items from the Content page, classify each one by type, give it a scheduled date, and move it from Idea through to Published as work progresses.

This is a planning workspace, not a publishing engine. Content items are notes about the work you intend to do; moving an item to Scheduled or Published records your status; it does not send an email or post anything.

Adding a content item

Click New item in the top-right of the Content page to open the new item form. The form has these fields:

  • Title – required. The only field you must fill in; submitting an empty title returns "Title is required".
  • Status – defaults to Idea. The dropdown lists every stage except Archived.
  • Content type – optional. Choose Email, Blog, Social, Video, or Landing Page. Leave the dropdown on its blank none option to leave the item untyped.
  • Scheduled for – optional date. This is the date the item is placed on in the calendar and grid views. Items with no scheduled date do not appear in those two views.
  • Notes / body – optional free text for an outline, draft copy, or notes.

Click Create item to save. You land on the item's detail page, where every field can be edited later.

The status workflow

Items move through seven stages in a single workflow: Idea, Draft, In Review, Approved, Scheduled, Published, and Archived. The stages are not enforced in order; you can move an item to any status at any time.

There are two ways to change an item's status. On the Board view, hover a card and use the Move → dropdown to pick a new stage. On an item's detail page, the Status card shows a Move to button for each stage except the current one and Archived; archiving is a separate link on that card. Moving an item to Published records a published timestamp; moving it back to any other stage clears that timestamp.

The four views

The view toggle in the top-right of the Content page switches between four layouts of the same items. The default is Board.

  • Board – a column for each stage from Idea to Published, with a count pill on each column. Archived items are not shown here.
  • List – a table with Title, Status, Type, Scheduled for, and Updated columns, newest-updated first.
  • Calendar – items grouped by their scheduled date within a date range. The range defaults to the current month; set the from and to date fields and click Go to change it. When nothing in the range has a scheduled date, the view shows "No scheduled items in this range" with a Browse all items button that switches to the List view.
  • Grid – a seven-column month calendar with each scheduled item shown as a colored chip inside its day cell. Use ← Prev and Next → to change months. The status filter chips are hidden on this view; the grid shows every scheduled item for the month.

The status filter chips above the toolbar, All, each stage, and Archived, narrow the items shown in the List view. They appear on the Board and Calendar views too, but only the List view filters by the selected stage. The Archived chip surfaces archived items in the List view.

Editing an item

Click an item's title from any view to open its detail page. The Details card lets you edit the title, content type, scheduled date, and notes; click Save changes to apply them. Status is changed separately, from the Status card on the same page.

Archiving vs deleting

Archiving and deleting are different. The Archive this item link on the Status card moves the item to the Archived status. The item is hidden from the Board and from the unfiltered List, but it still exists; select the Archived filter chip in the List view to find it, then move it back to any stage to restore it.

The Delete item button in the Danger zone at the bottom of the detail page removes the item permanently. The page warns that "Deleting a content item is permanent and cannot be undone."

Archiving vs deleting a content item.
BehaviorArchiveDelete
Hidden from Board and unfiltered List
Still findable✓ (Archived filter)
Can be restored
Permanently removed

Updated