Understanding the Three Main Views

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

Bruno Bornsztein avatar
Written by Bruno Bornsztein
Updated over a week ago

In InfluenceKit, there are three ways to view your campaigns. The Calendar view, which is the default, organizes the campaigns by date. The Kanban view organizes the campaigns by their workflow status. And the Table view shows you all the data in a compact layout.

First, here's how to access each of the views:​

Now, here's how to use them:

Calendar View
This view helps you plan out your content over time.

We recommend you set aside one hour on the first Monday of every month to plan the next month’s editorial calendar. Open up this view, and start moving content ideas from ‘proposed’ over onto the calendar (drag ‘n drop!).

The Calendar is where you do your planning.

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

We recommend you 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 gives lets you see the most data in the least space. It 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 in the weeks before. It’s also great for understanding historical and seasonal content trends (i.e. “What was my best Mother’s Day content last year?”).

The Table view is where you go to get the data.

A good use case for the Table view is retrospective insights. You can use it to select one category of your content (i.e. 'Recipes'), then set the date range to 'Previous Month', and sort by 'Impressions'; this lets you know which of your recipe posts performed best in the last month.​

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