Marketing Team

Social Media Management

What’s in it for me?

A modern marketer can’t disregard the power of Social Media. The market space is changing rapidly and Social Media allow you to maintain a connected relationship with your audiences and get valuable insights.

This SM Management template offers an easy workflow for Social Media planning, related teamwork, content organization and progress tracking.

When and how to use it?

Use the template whenever you intend to organize SM related collaboration, content calendar, and team communications in one place, especially when having a distributed team, working in different time zones.

We suggest you use Infolio as a hub for all the activities related to SM planning, running and tracking. Follow the simple steps below to jump start Social Media management from scratch or boost your ongoing projects.


Marketing team

Simple yet powerful

project collaboration

Step 1. New project & tasks

Sign up to Infolio,

Create a new project, by clicking on “+ Add project” at the left bottom in the projects panel. Name the project, e.g. “Social Media Management”, and then go to the tab “Project tasks”, which is actually a Kanban board for task management.

Start with nailing down all your project tasks (in our case – specific SM posts) under the “General” column, by adding each one with “+” (e.g. in our project – “Facebook post “HowTo Guides: New Project Setup””, “Twitter Post “The Magic of Visual Thinking””, etc.).

Step 2. Custom lists & statuses

Once you have captured all Social Media tasks and posts, create custom lists (for example, “Week 1”, “Week 2”, etc.) and distribute the task cards among the Week columns, based on the term, when you intend to execute the task or publish the post.

Now it’s high time to create the custom Statuses, reflecting your specific workflow: first, click on “Grouped by” and select “Status”, then add the statuses (e.g. “Open”, “Image Needed”, “Copy & Hashtags Needed”, etc.). Drag all your tasks to the respective column, based on their status. Voila! Your project is now set up!

Step 3. Assigning tasks

As the tasks are usually distributed among the team: content generation, visuals production, copyright and hashtags, etc.  – you can assign the tasks accordingly.

Assigning tasks is super easy. Open each task card to assign it and set a due date, by clicking on the respective icons. To see the list of tasks you’ve assigned to a specific team member, simply “Group by Assignee”.

Step 4. Project collaboration

To collaborate on any task, you can link a virtual space to it by opening the task card and clicking on “Attach files, link spaces and more”. Drag the task related deliverables onto the space or attach files right to the card.

Also, you can agree to organize content and collaborate on it within a common space by clicking on “+” below the Project chat. You can name the space “Project Assets” and place all the content, be it notes, research findings, copy drafts, or web links onto it. For your convenience Infolio also offers a built-in Chat to discuss project issues, without switching to other tools.

Step 5. Progress tracking

In order to track the progress of your Social Media activities, you can group tasks by Status (e.g. "Copy & Hashtags Needed") or by List (e.g. "Week 2").  Identify road blockers early, and take action, where needed. Change the status of any task by either dragging the task card to "Published" column or by opening the card and changing its status in the upper left corner.

Enjoy efficient and visual teamwork, when your team, your files and your tasks are all in one place!

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Templates & Examples

Social Media

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