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Content Planner

The Planner (at /planner) helps you organise content work across a team. Create tasks, assign them to teammates, set milestones, and track progress — so everyone knows what's being made and when.

Before you start: you need a team​

The Planner is collaborative, so it needs a team. If you don't have one yet, you'll see this prompt:

The Planner's empty state — a message that the Planner needs a team, with a "Set up your team" button

The Planner needs a team. Create one and invite collaborators, then come back here to assign tasks.

Click Set up your team → to create one and invite people, then return to the Planner.

Creating a task​

  1. Click + New Task.
  2. Fill in the form:
    • Task title — what needs to be done (e.g. "Edit 10 product reels").
    • Description (optional) — extra context.
    • Milestones — progress checkpoints, entered as percentages, e.g. 25, 50, 75. Crossing a milestone notifies the team owner.
    • Assignee — the teammate responsible.
  3. Click Create task.
Everyone stays in the loop

When a task is assigned or a milestone is reached, the relevant people are emailed automatically — assignees when work lands on their plate, and the owner when progress checkpoints are crossed.

Tracking progress​

  • As an owner: assign tasks with milestones and watch them move along. You're notified as assignees cross each checkpoint.
  • As an assignee: you see the tasks assigned to you. Update your progress as you go — crossing a milestone notifies the team owner.

Each task shows a status and a progress % so the whole team has a shared view of where things stand.

Managing tasks​

  • Update status / progress — bump a task forward as work happens.
  • Delete a task — removes it permanently (you'll be asked to confirm, since this can't be undone).

Next: keep your account topped up — see Wallet & Billing.