Marketing Content Planner

Marketing content planned across spreadsheets, Slack threads, and email chains creates a coordination problem that gets worse as output volume increases. There is no single view of what is planned, what is in review, what has been approved, and what has missed its publish date. Approvals sit in someone's inbox. Reminders depend on whoever remembers to send them. And when content ships late or inconsistently, tracing the breakdown requires reconstructing a conversation that was never properly documented.

The Marketing Content Planner for SharePoint, built with Infowise Ultimate Forms, replaces this fragmentation with a structured, centralized content management system — covering planning, review, approval, scheduling, and publishing — with calendar and board views, automated notifications, and a no-code approval workflow, all inside SharePoint.

How it works

Content calendar and structured planning

Every piece of content is created as a structured record capturing the post type, channels, campaign, planned publish date, status, and priority. The system provides two views of the content pipeline — a calendar view showing publish dates across the planning horizon, and a board view organized by status — giving the marketing team a clear, current picture of everything in flight without querying a spreadsheet or asking individuals for updates.

No-code approval workflow

Content moves through a defined approval lifecycle: Draft → In Review → Approved → Scheduled → Published — with additional status options for Changes Requested and Rejected. The workflow is configured entirely within Ultimate Forms, requiring no custom code or Power Automate flows. Each status transition is visible in the board and calendar views in real time, giving editors, reviewers, and managers a shared understanding of where every piece of content stands.

Editorial task management

Per-content checklists can be added directly inside each content record using Associated Items — for example, "Write blog draft," "Design visuals," or "Legal review." Teams add only the tasks relevant to each piece of content, keeping the system practical rather than prescriptive. Each task has its own owner and due date, with alerts triggered on assignment, approaching due dates, and overdue items.

Connected channel and campaign lookups

Channels and campaigns are maintained as structured lookup lists that the content form draws from directly. This ensures that every piece of content is categorized consistently — eliminating the free-text variations that make filtering and reporting unreliable — and enables accurate reporting grouped by channel or campaign without manual data cleanup.

Automated notifications

Ultimate Forms Alerts handle the full notification cycle automatically — review requests when content moves to In Review, change requests when revisions are needed, approval confirmations, publish date reminders sent the day before a scheduled item is due to go live, published broadcasts to the relevant team, and overdue alerts for both review and publish milestones. All notifications are configured once and run without manual intervention.

What you get

• A structured content planning form capturing post type, channels, campaign, publish date, status, and priority
• Calendar and board-by-status views giving the full content pipeline at a glance
• A no-code approval workflow — Draft → In Review → Approved → Scheduled → Published — with Changes Requested and Rejected options
• Per-content editorial task checklists with per-task assignment, due dates, and overdue alerts
• Connected lookup columns for channels and campaigns ensuring consistent categorization and accurate reporting
• Automated notifications covering review requests, changes, approvals, publish reminders, published broadcasts, and overdue alerts
• Every content record stored as a structured, searchable record in a standard SharePoint list — with a complete, auditable publish history
• Free for all Ultimate Forms customers, installed automatically with a single click

Built on standard SharePoint lists

The Marketing Content Planner is built entirely on standard SharePoint lists. There is no external data storage and no custom interface. All content records, tasks, and approval history stay inside your SharePoint environment, governed by your existing permissions and data policies. The system can be extended or adapted at any time in the browser by the administrator who manages the site.