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Publish: Using the Calendar

Robert B. avatar
Written by Robert B.
Updated this week

The Publish tab is where you will find the Calendar of outgoing owned posts in Engage. From the Calendar view, you can easily identify potential gaps in your content calendar. You can edit and schedule drafts, duplicate and copy posts, and review multi-media attachments.

This article will cover:


Navigating to the Calendar

The Engage calendar is found in the Publish tab of Engage.

  1. Click the Engage drop-down

  2. Select Publish


Calendar View Overview

The Calendar view shows you all of your scheduled drafts, scheduled posts, published posts both within Meltwater and natively, failed posts, pending posts, and mobile posts. Check out the advanced options below available in calendar view:

Filter Options

Along the top toolbar within the calendar you have multiple filter options.

Filter by Social Profile

Use the account picker to select the handles you would like to see, it will default to all handles selected.

Filter by Content

Use the Content drop-down to filter the posts by All, Approved, Assigned, Assigned to Me, Rejected, or Unassigned.

Filter by Tags

Use the filter drop-down to select the tag(s) of the post you would like to view.

Calendar View

The calendar will default to the week view in the timezone set in your profile settings, but you can easily view your calendar in the monthly or stacked view.

The Stacked view offers a more compact view of all posts each day by removing hour blocks on the calendar and instead putting everything in chronological order.

Download

You can download the calendar content (posts) into a CSV file or print to a PDF. Select Download and open the file once ready.

Post Actions

If the post is in draft or scheduled, you can Delete, Duplicate, or Edit the post directly from the post within the calendar.

If the post has been published, failed or pending, you have the option to duplicate the post.

On a Native Post, click on the post to take the following actions:

  • Duplicate

  • Boost (for Facebook)

  • Tag

  • Log internal notes

  • Add unique links (for Instagram in bio)

Drag and Drop

Drag and drop calendar content to schedule or reschedule.

Post Status

The state of a post is easily identified based on the color in its heading. A legend at the bottom of the calendar identifies each color.

This toolbar also filters the calendar for content by status. Simply click on the icon.

Native Posts

Native Posts will appear in blue on the Publish calendar and will be updated within 10 minutes of being posted on the native platform.

Note: If the post is scheduled outside of Engage but is not yet live, it will not appear on the calendar. YouTube and TikTok are not supported at this time.

Selecting a Post

Selecting a post will show you the Post Details, where you can review the status, content, and tags. You can also see the details of the post, such as when it was created and by whom. For scheduled posts and drafts, you can delete or edit the message.

Workbench

The calendar features a workbench slide-out on the far left-hand side for actioning drafts and approving posts.

Drafts

You will find all unscheduled drafts under Drafts. From here, you have the option to edit the draft, or you can use the drag-and-drop feature to schedule the draft directly on the calendar.

Assigned

This is where you will find any posts that have been assigned to you for approval or if changes are needed.

Needs Changes

If a post has been rejected and/or there has been a status change to your assigned post - the post will appear here.


Adding Events to Your Calendar

Add events to your calendar to help plan around important dats directly in your Publish calendar. Events are non-publishing calendar entries that can be color coded by type or tagged for advanced filtering.

Types of Events

  • All-Day Events: All-day events are displayed as a bar across the top of the assigned date. If an event spans multiple days, the bar will stretch across each relevant date on the calendar.

  • Timed Events: Events scheduled for a specific time will appear in their respective time slots on the calendar. These events include a calendar icon to visually differentiate them from other content.

Creating an Event

To create an Event in Publish, follow these steps:

Note: You can create an unlimited number of events.

  1. Click the Engage drop-down in the left-hand navigation bar

  2. Select Publish

  3. From the purple Create drop-down

    1. Click the Create drop-down in the top right-hand corner

    2. Select Event

  4. From the calendar

    1. Select the day you want to add your event

    2. Click Event

  5. Add a description

    Note: This is what will appear on the calendar.

  6. Upload supporting assets as needed

  7. Select a Date and Time or select All day and define an end date

  8. Select a calendar color

    Tip: We recommend using different colors to categorize by event type.

  9. Apply a tag (this is optional). This will be helpful for filtering, espeically if you tie events to campaigns or broader themes.

  10. Click Create

Viewing Events

To view events, follow these steps:

  1. Click the Engage drop-down in the left-hand navigation bar

  2. Select Publish

  3. To display only events

    1. Navigate to the bottom of your screen

    2. Deselect all other post statuses ensuring only Event is selected

  4. To hide all events

    1. Navigate to the bottom of your screen

    2. Deselect the Event icon

  5. If you have used Tags to organize your events

    1. Click the Tags drop-down at the top of your screen

    2. Select your tag(s) to filter those events along with other tagged content

Editing an Event

To edit an existing event, follow these steps:

  1. Click the Engage drop-down in the left-hand navigation bar

  2. Select Publish

  3. Click on the event in the calendar

  4. A pop-up window will appear, make edits as needed

  5. Click Edit to save your changed

Deleting an Event

  1. Click the Engage drop-down in the left-hand navigation bar

  2. Select Publish

  3. Click on the event in the calendar

  4. A pop-up window will appear, select the trash icon

  5. Click Delete


💡 Tip

Need more help? Feel free to reach out to us via Live Chat or check out our Customer Community.

Find answers and get help from Meltwater Support and Community Experts.


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