Simplify tasks, seamlessly collaborate, and stay on schedule with an intuitive social media platform. From boosting valuable insights and accessing your work anytime and anywhere. You can simply revolutionize the way you work and maximize your efficiency today! A social media post can reach a wide range of people, improving your brand awareness and attracting the targetted audience with target content. When people find your content to be helpful, engaging, or inspiring, they are more likely to become loyal customers. So, it’s important to have a proper marketing strategy, create compelling posts, and engage with them efficiently.

Note: The Social Media Post menu is only available for the Social Media Marketing template.


In the left navigation panel, expand the Recent Projects menu and select any project. Hover over the Project breadcrumb at the top, expand the Execute module, and select Social Media Posts.

Steps to Add a Social Media Post

  1. To add a Social Media Post from the listing view, click the ADD button.
  2. Enter the relevant attributes for the creation of a social media post:
  • Name: Enter the name of the marketing deliverable.
  • Owner: Assign a card owner for the Social Media Post.
  • Content Topic: Enter a topic for the post.
  • Description: Enter a suitable description that describes the Social Media Post.
  • Content Types: Select content types such as images, videos, text, audio content, etc.
  • Posting Status: Set the status of your post as Live, Scheduled, Draft, or Archived.
  • Priority: Set a priority for the Social Media Post.
  • Planned Start Date: Set the start date for the Social Media Post.
  • Planned Finish Date: Set the finish date for the Social Media Post.

3. Fill in the other remaining attributes and click the SAVE button.

To know how to quickly add the Social Media Post from the left navigation panel, click here.

Default Sections in Social Media Posts

The default sections are Details, Linked Cards, Comments & Attachments, and Activity Log.

Once the Social Media Post is created, the following tab is visible:

  • Details: The Details section displays, gathers, and tracks all information related to the Social Media Post.
  • Comments & Attachments: The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click here.
  • Linked Cards: It helps you to set parent-child hierarchy and the relationship between themes/epics and workitems and trace them while working with them. For more information, click here.
  • System Fields: All the system-generated fields or un-editable fields are listed in the System Fields segment. To know more, click here.
  • Activity Log: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences between the two versions of a workitem. For more information, click here.

Common Operations to Manage Social Media Posts

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