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Everything you need to know about universal content
Everything you need to know about universal content

In this article, we'll go over all the steps of creating and collaborating on universal content in Planable

Noa Lupu avatar
Written by Noa Lupu
Updated over a week ago

In Planable you can create, preview and collaborate on any type of written content you want.

Adding a dedicated page

The first thing you need to do is create a dedicated page. You can create separate pages based on channel or type of content (blog, emails, newsletter, briefs, etc.).

Go to "Add pages" and select the last icon on the right for "Universal content".

Give it a relevant name, choose a specific color and an icon to help you easily navigate your pages. Once you're done, you can start creating your content.

Creating content

To create your content, click on the green compose button on the top right corner of your page.

Each post requires a title. This will show up in the preview of the post once saved. It can be anything relevant to your post: blog title, subject line, main idea, etc.

The body of the text can be formatted in a number of ways. Type "/" to choose between:

  • Headings (1,2 &3)

  • Paragraphs

  • Bullet lists

  • Numbered lists

  • Images or GIFs

  • Embed YouTube videos

  • Embed Tweets

  • Divider

  • Hyperlinks

To further customize your post, select any piece of text and choose between the following options:

  • Bold

  • Italic

  • Strikethrough

  • Underline

Collaboration

Universal content also brings live collaboration to the next level. You can easily see if anyone else is making any edits, and track where they're adding or editing content.

In addition, you're also able to leave specific feedback using annotations or suggestions. Select the exact piece of text you need and either leave a general comment on it, or suggest how you'd like it to be edited. They will show up in the comment section with the rest of the feedback.

Leaving suggestions

To leave a suggestion, you need to select the piece of text you'd like changed and select "Suggest edits". The selected text will show up in the "Suggestion box", and you can make any edits you need:

Suggestions can be left both as internal notes or comments.

Managing suggestions

All suggestions will show up in a dedicated section in your feedback tab. You can go through each one and choose whether you want to accept or reject it. Once accepted the text will automatically be changed to the suggestion.

After leaving a suggestion, you can also edit or delete it as needed.

Planning

Get a full overview of all your planned content for the upcoming week or month in our calendar view. You can select all pages in your workspace and see all pieces of content planned for the upcoming period. Your team and clients can have a full overview of your entire marketing campaign in one place.

Scheduling and Publishing

At the moment, scheduling is not supported for this type of content. However, you can still choose a date & time for your post, to have an accurate overview of your planning. Once you've published or delivered your content, you can "Mark it as published". Click on the icon on the left of the post and select the "Flag" button.

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