How to create a social media content plan in Asana

Have you got several different social channels and brands whose pages and content need streamlining? Well here is your 5 point plan on how to do just this.

Tom Scott
January 27, 2021

Or in fact any type of content plan for that matter.

First and foremost we just want to let you know why Asana is excellent for creating content plans:

  1. It looks great. It’s colour coded, neat and organised.
  2. You can add clients in as collaborators and approvers of content.
  3. Feedback and changes are easily traceable.
  4. It can be easily shared across teams and organisations.
  5. Plus, you can create booking forms for collaborators to directly submit content to you.*

Have you got several different social channels and brands whose pages and content need streamlining? Did you know that Asana comes in really handy for this? 

And just to make it clear, this isn’t an ad. We’re just giving you some helpful advice. Something which we feel our crack team at Little Mesters should be imparting.

So, you need to make a cohesive and clear content plan or several for that matter? 

Well don’t fear, here is your 5 point plan to do just this.

Step 1: Create a new team within Asana

To create a new team, select “+ Add team” in the right hand column and a pop-up titled “Create new team” should appear. Here you have the option to create a “Team Name” and add other “Members” by typing their name or email address. We recommend that you title this something which signifies exactly what it is you wish to achieve, our example is “Organic social media calendars” which will be for all of our clients’ social calendars as we are an agency.

Now select “Create Team” and you’re good to go.

Step 2: Create a new project within that team

Once you do this you should now reach a blank page where you have the option to create a “New Project” and even add a team “Description” if you so wish.

Select “New Project”, we recommend that after selecting this you select “Blank project”, however, you do have the option to “Use a template”, or “Import spreadsheet”. Once you select “Blank project” you will be sent to the new project landing page, which should look like this:

In “Project name” name your project something concise which specifically signifies what the project (i.e. calendar) is going to be. For an agency this could be: “Client X’s social calendar”. Or for in-house marketing this could be “X Twitter calendar”. This can be as broad or as specific as you like, for agencies it’s easier to split it into client specific calendars, while for in-house marketing we recommend that you break it down per channel.

Once you set the “Project name” make sure you select the calendar option as highlighted in the screenshot above. Once you’ve done all of that, the calendar is set up.

Step 3: Customise your calendar

Now for the important bit: customisation!

In the top right corner of your calendar, you will see there is an option to “Customize” your calendar. Select this, and the option to customise fields should come up, select “+ Add field”. Now here we’re going to add fields to make it easy for you to plan each separate piece of content you plan on posting onto your social channels. The first field we’re going to add is, importantly, “Copy”. Name your “Field type” as such and then under “Field type” select “Text” and then select “Create field”. It should look like this (you won’t need to add a description):

For the next field, we’re going to add URLs, after all these are a key component to any post! Just as we did previously, select “+ Add field” and make sure the “Field type” is “Text” again, but just make the “Field title” “URL”, and as before, you won’t need to add a description here.

For the final field, you know the drill at this point. However, once we’re on the “+ Add Field” pop-up we’re going to do something a little different. Title this field “Social type”, and ensure that the “Field type” is “Drop-down”. Then you’ll see that you have the option to “Add an option”, you can add as many as you like. For this example, we will add 4 and we will title these options “Twitter”, “Facebook”, “LinkedIn”, and “Instagram”. By pressing the coloured arrow next to these options you can select whatever colour you want to denote each social channel. It should look something like this:

Again, select “Create field” and you will end up with a “Customize” column which looks like so:

Now we can move onto adding content to your calendar.

Step 4: Add your content

Now for the fun bit!

In your calendar view, select any date and a text box will pop up, in this box type the title/theme of your piece of content. For this example, we will use the example of a “Social competition”. Once you type that you can click that box and a pop up will appear with all your customisation in where you can enter your copy, URL, select social type and attach any necessary assets.

Step 5: Get posting

Using your scheduling tool of choice (our’s is Sprout Social, again, not a plug - we just love it!) you can plan all of your content and get scheduling accordingly. Remember to mark everything you have scheduled as complete!

How does this compare to content planning in Excel?

Once set up in Asana - calendars can be duplicated and edited to reflect whichever brand or channel you wish and the option to customise means that you have the option to make your calendars as unique or as uniform as you like. In comparison to the humble (and at times jumbled) Excel content plan, content plans in Asana not only have a better look and feel but ensure that your team remains up to date. You will always be notified as to when content needs to go out, and it’s easy to complete content/tasks when they have gone out to signify this has been done.

Overall, as well as, ensuring you have clear, concise and attractive content calendars. Asana forces you and your team to be and remain organised not only streamlining the content but also your teams’ output.

*Another blog post about booking form creation incoming.