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How to create a content plan

A content plan is a set of posts for one project. You can start it in Content or in Chat.

  1. From Content. Open Content, choose Create, then Content plan, then Start plan. The brief page is titled around Create plan. Generate plan builds the drafts. Save plan keeps them.
  2. From Chat. Ask Marshi for a content plan. The card is Ready to run this for you. Choose Start. The plan is not created before that, and it does not spend usage before you confirm.
  3. Review the posts. Open the plan from Library, under Content plans. On a post you can Approve, Approve & schedule, or Schedule.

Common questions

Do I have to open a separate plans page?

No. The older plans index sends you to Library. Chat should not send you to a New plan page instead of the Start card.

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