Marketing Content Planner

The Marketing Content Planner, built with Infowise Ultimate Forms in SharePoint, centralizes planning, review, scheduling, and publishing across all channels. It replaces scattered spreadsheets and email threads with structured forms, calendar/board views, rule-based approvals, and targeted notifications—so content ships on time with clear ownership.

Key Features​

• Centralized Content Calendar – Structured Infowise form for Post Type, Channels, Campaign, Publish Date, Status, Priority with modern Calendar and Board by Status views.
• Approval Workflow (no-code) – Draft → In Review → Approved → Scheduled → Published (+ Changes Requested, Rejected). 
• Editorial Tasks (manual & flexible) – Add per-post checklists directly inside the parent item via Associated Items (e.g., “Write blog draft”, “Design visuals”). Teams choose only the tasks they need—no auto-noise.
• Real-Time Notifications – Ultimate Forms: Alerts for review requests, changes requested, approved, scheduled (T-1 reminder), published broadcast, review overdue, and missed publish; task-level assignment/due/overdue alerts in the child list.
• Connected Lookups – Channels and (optional) Campaigns provide consistent selections and reporting grouped by channel/campaign.
• IDs – Item IDs for friendly references.

How It Works​

1. How It Works
2. Plan — Add content items with type, channels, and target publish date.
3. Review — Move items to In Review and collaborate until ready.
4. Schedule — Approve and set the publish date; the calendar keeps everyone aligned.
5. Publish — Mark as Published and lock the record for a clean, auditable history.

Why Choose This System?

Real marketing work is messy: shifting dates, scattered files, and approvals stuck in someone’s inbox. This planner pulls everything into one place—clear statuses, simple approvals, and reminders that actually help—so you spend less time chasing people and more time shipping good content on schedule.