How to use Board View to create a killer content marketing process in Projects

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Raise your content marketing game! Learn how Board View automates repetitive processes and improves team collaboration to streamline your content marketing.

The Board View feature in was designed to give you a visual workflow of your tasks, so that anyone can see how a project is progressing at a glance. Since releasing this feature, we’ve received a lot of positive feedback from all types of teams about how flexible it is, and how it can be customized to any workflow. One example in particular was marketing teams using Board View to manage their content marketing process. We thought we’d share with you how we use Board View for content marketing here at

As marketers, we know that content marketing is one of the most effective marketing strategies to help your business achieve its goals. The problem is that the content creation process is time consuming and has a lot of moving parts. We have a lot of tools to help us deliver the content to our customers, but not so many that help us to plan and execute our strategy.

Once your team is in full execution mode, it can be difficult to see where the workload stands for each stage of the journey. Using Board View in will help you stay organized and hit your content production goals by keeping track of your work from start to finish.

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Show me How

Board View allows users to set up customized columns and populate them with cards. Each card represents a task, and these can be added manually or imported from pre-existing task lists. We’ve set this one up to reflect the stages of our content marketing process.

1. Post Ideas

Anyone on the team can submit an idea for a blog post in this column, whether it’s a post about a cool feature for the Blog or productivity piece for The Productive Teams Blog. A task is created with the post title and further details are left in the description. We also encourage team members to brainstorm or give feedback on post specifics in the comments section. The comments section can be easily viewed by clicking on a card.

2. Researching

Research is usually the most time-consuming part of creating a new blog post. Using the Triggers feature in, once a card is moved into this column, the task is automatically assigned to one of our writers. This way it’s clear to everyone who’s responsible for researching and writing the piece. You can learn more about using Triggers to update cards automatically in Board View using this help doc.

3. Writing

We have a turnaround of 2 days on the first draft of a post so we use a trigger to set the due date for +2 days, so nobody has to worry about setting it each time. By now, these posts will also have a working draft added as an attachment to the card. These are also stored in the Files section of this particular project automatically, which helps keep everything together. You also have the option of including a WordPress link, or a link to file stored on Google Drive.

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4. Editing

Once a task reaches this stage of the production process, another trigger is set to automatically reassign the task from a writer to an editor. Our editor makes sure every piece of content fits into our big picture by being the final pair of eyes on every detail. Once the task is assigned to our editor, an additional trigger in this column sets the due date to +1 days.

5. Graphics

When the final draft of the post is ready, our editor moves the card into the “Graphics” column, and a trigger automatically reassigns the task to our graphic designer. This allows the designer to keep track of their list of tasks easily and keeps work flowing smoothly.

6. Published

The autocomplete trigger is set for this column so that once a card is moved here, it automatically marks the task as complete.

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We use the tags feature on each card to represent our marketing funnel. This means that we can quickly see what content we have in the works for each stage of our funnel, and helps us decide if there’s an area we need to focus on for demand generation. We also use tags to identify content for different products, e.g., Teamwork Desk, and Teamwork Chat.


We also set up filters for this board so that we can easily view what pieces of content are assigned to which members of the team, or filter by tag to see what pieces of content we have for each product. You can also set up filters for different weeks or quarters to view what content is due at a glance.

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Creating great content for every stage of your customer journey isn’t easy, but with a clear process, a central place to track each stage, and efficient communication across the team, you’ll be able to hit your content goals without breaking a sweat! Board View in is an effortless way to create a visual workflow for your content management tasks. Are you using Board View for something other than content management? We’d love to hear your workflow examples in the comments below.

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