How To: Managing Content in Create

How To: Managing Content in Create

How to Manage Your Content in Create







Introduction

Managing content in Create is a streamlined process that takes you from ideation to scheduling and publishing. This guide will walk you through each step, including creating drafts, uploading final deliverables, assigning tasks, and scheduling posts.

NOTE: Prefer an interactive walkthrough? Click HERE.


Creating a New Draft

The first step in managing content in Create is starting a new draft.
IMPORTANT! - If you are unfamiliar with the different DRAFT CONTENT SCHEMES (aka types of drafts you can make in Create), please read this article first.

Ways to Create a Draft

You can create a new draft in three ways:
  1. Click the blue 'CREATE DRAFT' button in Main Navigation Menu.
  2. Click the plus (+) icon on a specific date in the Calendar.
  3. Click the plus (+) icon on the Content Page, located on the right side of your draft list.

Draft Structure


A draft in Create consists of three sections (forms):
  1. Draft - Bare minimum information to get your ideas into Create.
  2. Work Details - Information relevant to the final deliverable's creative direction (publish date/time, design direction and copy prompts etc.)
  3. Tagging - Help you organize your draft into any overarching content goals.
Once you've entered the necessary details, click SAVE DRAFT to proceed.
After saving, the view will switch to the Individual Draft View (2 column layout), where you can refine and manage your draft.


Uploading Your Content & Assigning to Other Users

Now that your new Draft is uploaded to Create, you can make further adjustments to your Draft forms as needed, assign it to one of your team members, or go ahead and upload the final media/copy.

Uploading Content

REMINDER: In the Individual Draft View, the Dynamic Column is on the left, and the Workspace Column is on the right. Upload your final deliverables to the WORKSPACE COLUMN.


To upload content:
  1. Open the individual draft you want to work on.
  2. OPTIONAL: If multiple accounts are connected, select the one for this post.
  3. Upload your post caption to the COPY field.
  4. Upload media to the ATTACHMENTS section of your workspace (below the copy field).
  5. Confirm that the POST TYPE field is correct.
    1. This field may automatically change depending on what media you've uploaded.
  6. Click 'SAVE [PLATFORM NAME] at the bottom of the Draft.
  7. Repeat steps 2-6 across any additional platforms in your draft.

Assigning Drafts

To learn how to assign a draft to another user, click HERE.


Changing Draft Status


After saving your content, update its status based on its progress.
  1. PENDING REVIEW: Assign to a team member for further review.
  2. APPROVED: Ready for scheduling, publishing, or delivery.
  3. IN REVISION: Needs adjustments before approval
Access the status options by clicking the STATUS CHANGER DROPDROWN in the upper right-hand corner of the Workspace Column.

NOTE: Some status changes may happen automatically depending Create activity. For example, if a draft is Scheduled, and all platforms have been published on social media, the status of the Draft will automatically shift from "Scheduled" to "Published"!

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Scheduling Your Content:

Once your Draft is APPROVED, it is ready for scheduling/publishing/delivery.

Scheduling Options

You can schedule content in multiple ways:
  1. Scheduling Tab in the Dynamic column: See step-by-step instructions HERE.
  2. Bulk Scheduling on the Schedule Page: See step-by-step instructions HERE.


Conclusion

By following these steps, you can efficiently manage your content in Create, from draft creation to final scheduling. Whether working individually or collaborating with a team, Create provides flexible workflows to streamline your content management process.

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