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05

Plan delivery

Calendar & tasks

Calendar and Task List are two views of the same master schedule. Calendar is best for date context; Task List is best for finding and updating individual items.

Create or edit a task

  1. Choose the scheduled date. This field is required.
  2. Select the PIC and category. Both are required and use the values configured for the workspace.
  3. Add a short content title or topic. The title is optional, but strongly recommended.
  4. Save, then confirm the item appears on the intended date and under the correct PIC.

Understand timeline status

OverdueThe scheduled date has passed and no matching upload is recorded.
Due TodayThe item is scheduled for the current local date.
On ProgressThe date is upcoming and publication is not yet recorded.
DoneThe schedule item resolves to an uploaded publication record.

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