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Agency internal workflows
Noa Lupu avatar
Written by Noa Lupu
Updated over a week ago

How to Use Labels, Tagging, Commenting, Suggestions, and Custom Views in Planable

Using Labels to Organize Your Content

What are Labels?

Labels in Planable are color-coded tags that can be assigned to posts, helping you categorize and organize your content effectively. Whether it's by campaign, content type, or priority, labels make it easy to filter and find specific posts within your workspace.

How to Create and Assign Labels

Creating and assigning labels in Planable is a straightforward process:

  1. Creating Labels:

    • Navigate to the 'Manage labels' section in your workspace settings.

    • Click on 'Add new label', choose a colour, and name your label.

    • Save the label to make it available for use.

  2. Assigning Labels to Posts:

    • When creating or editing a post, click on the 'Add labels' icon.

    • Select from existing labels or create a new one on the spot.

    • Apply the label to the post. You can assign multiple labels to a single post for better categorisation.

Best Practices for Organizing Content with Labels

  • Consistency is Key: Maintain a consistent labeling system across your team to avoid confusion.

  • Categorize Wisely: Use labels to categorize posts by campaign, content type, client, or any other system that suits your workflow.

  • Review Regularly: Periodically review and clean up your labels to keep your system efficient and relevant to your current projects.

Labels are a powerful feature for keeping your Planable workspace organised and ensuring that you can quickly access the content you need, when you need it.

Enhancing Collaboration with Commenting

Overview of Commenting Features

Commenting in Planable is not just about leaving feedback; it's a collaborative tool that allows teams and clients to discuss, review, and perfect content before it goes live.

How to Leave and Manage Comments

  • Leaving Comments: To leave comments just click on the comment box on the right side of the post. You can leave a Public comment (a comment that will be seen by everyone that has access to your workspace, including your clients) or an Internal one (a comment that will be seen only by your Team members)

  • Tagging people in the comment: You can tag any user in your workspace to make them aware of the comment.

  • Attaching Files: Should you want to change the media file in the post you can also upload a new file within the comment.

  • Managing Comments: You can Reply, Resolve, Edit, Delete and react to each comment as you wish:

Tips for Streamlining Feedback with Comments

  • Be Specific: When commenting, point out specific elements of the post for clearer communication.

  • Use Tagging: Combine commenting with tagging to direct feedback to the right team members.

  • Encourage Discussion: Foster an environment where every team member feels comfortable contributing to the conversation.

Effective use of commenting fosters a collaborative atmosphere where ideas flourish and content improves through collective input.

Streamlining Work with Suggestions

What are Suggestions?

Suggestions in Planable provide a way for team members to propose edits directly on posts. This feature ensures that feedback is constructive and actionable, enhancing the content refinement process.

Making and Accepting Suggestions

  • Making Suggestions: To suggest an edit, highlight the text you wish to change in a post and type your suggestion. The original poster will be notified of the suggestion.

  • Accepting Suggestions: Review suggestions made by your team. If you agree with a suggestion, you can accept it with a single click, automatically updating the post.

  • As in the case of the comments, you can make an internal or public suggestion, you can tag a member of for workspace and react to the suggestions using emojis.

Best Practices for Suggestions

  • Encourage a Culture of Improvement: Make it clear that suggestions are welcome and are a sign of active engagement.

  • Review Regularly: Regularly check for suggestions on your posts to keep the content moving forward.

  • Provide Clear Feedback: When making suggestions, be clear and concise to ensure your intent is understood.

Suggestions are a vital feature for refining content collaboratively, ensuring that every piece of content is the best it can be before publication.

Customizing Your Workspace with Custom Views

Introduction to Custom Views

Custom Views in Planable allow you to create personalized dashboards that display content based on specific criteria, such as labels, team members, content status, or date ranges. This customization enables you to focus on the content that matters most to you at any given time.

Creating and Managing Custom Views

  • Creating Custom Views: You can create a custom view either from the views drop-down menu on the left or directly from the Filter&Sort option.

Examples of Custom Views for Different Needs

  • Campaign-Specific Views: Create views for specific marketing campaigns to focus on their progress.

  • Client-Specific Views: For agencies managing multiple clients, create a view for each client to easily monitor their content.

Custom Views enhance your ability to manage and monitor content efficiently, tailored to your agency's specific needs and priorities.

Leveraging Planable's features like Labels, Tagging, Commenting, Suggestions, and Custom Views can significantly enhance your agency's productivity and collaboration.

These tools are designed to streamline the content planning and approval process, ensuring that every piece of content is crafted to perfection. By incorporating these practices into your daily workflow, your team can achieve better organization, clearer communication, and ultimately, higher client satisfaction.

Start using Planable👇

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