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Understanding the Three Main Views

Calendar, Kanban, and Table Views are designed for specific use cases

InfluenceKit has three ways to view your campaigns. Calendar view, the default, organizes them by date. Kanban view organizes them by workflow status. Table view shows you all the data in a compact layout.

Here’s how to switch between them:

Calendar view

This view helps you plan your content over time.

Set aside an hour on the first Monday of every month to plan the next month’s editorial calendar. Open this view and start moving content ideas from Proposed onto the calendar (drag and drop).

The Calendar is where you do your planning.

Kanban view

This view is focused on workflow. It makes it clear which projects are coming up next, which are currently in progress, and which ones you’ve completed.

Use this view whenever you’re actively working on content. Start your day here by dragging campaigns from the Proposed or Approved columns into the Working column — that’s your to-do list for the day.

The Kanban view is where you do your work.

Table view

This view lets you see the most data in the least space. It’s good for making quick edits to campaigns, bulk-editing multiple campaigns, and understanding how your content has performed.

We recommend using this view at the end of each month, just before you do your editorial planning, to get a quick overview of what worked best. It’s also useful for spotting historical and seasonal trends — for example, “What was my best Mother’s Day content last year?”

A good use case for the Table view is retrospective insights: filter to one category of your content (say, “Recipes”), set the date range to the previous month, and sort by views — that tells you which of your recipe posts performed best last month.

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