Marketing calendars

Marketing calendars bring your plans together with a simple, interactive view of your team's  deliverables and due dates. Instead of trying to individually manage cross-functional efforts, visualize your plans together with a marketing calendar. 

Calendars display everything from high-level strategic initiatives, master activities, and schedules to more granular deliverables like activities and even to-dos. Here are a few examples of how marketing calendars are being used:

  • To coordinate and share cross-functional launch plans
  • To visualize editorial, digital, and go-to-market launch schedules
  • To implement and manage ongoing programs

Create a calendar

  1. To create a calendar, hover over Plans and click Calendar.
  2. The activity due date calendar will load by default. Click the Add calendar button to select another calendar.
  3. Calendars focus on a specific type of Aha! record and can be organized by due date, start date, or a custom date. Once you have selected a calendar, click Create.


How to use a calendar

Once you have created a calendar, your records will populate on the calendar and stay up to date whenever a record is updated. You can also drag records without start or due dates directly onto the calendar from the calendar drawer. Or, reorder multiple records that exist on the same day to give a sense of prioritization.
Note: the way you have ordered your records within a day is unique to your calendar view. 

Just like Aha! reports, you can use dropdown menus at the top of your calendar as well as the filter icon to filter down to the exact information you need.

Use the gear icon on the upper left to show or hide weekends or to customize the records displayed in your calendar by clicking Customize cards. To customize your cards, drag fields onto the example card, adjust the size of the cards, include master activities, or include a cover image. By default, the card’s cover image comes from the first attachment on each record.

To design a smaller card, toggle to the Collapsed view option on the Customize record cards modal. Then, once you have designed an expanded and collapsed view, you can toggle between Big cards and Small cards options on the left side of the menu bar.

Calendars can be saved and shared using the Plans > Calendar > Views dropdown. You can also manage calendars that you have created from the Roadmaps > Overview page. Calendars can also be shared and presented to key stakeholders using Aha! presentations.

Tip: Saved calendars in Aha! can be synced with calendar applications like Apple Calendar, Google Calendar, and Microsoft Outlook Calendar

Types of calendars

To-dos: A to-do is Aha!'s most granular level of work. Marketers use this calendar to get a sense of their team's capacity. Use the to-do calendar to see what each team member has completed, what they are on track to complete, and where anybody might be overburdened.

Activities: These calendars are useful for seeing at a glance how your teams' activities are progressing, such as a monthly content marketing calendar. With that perspective, you can rearrange due dates or anticipate challenges as needed.

Master activities: It can be useful to group multiple activities into master activities (or themes of work). For organizations that are running multiple master activities , a master activity calendar allows you to track progress on each one and understand the resourcing constraints that may affect your marketing plans.

Schedules: Schedules group your activities and master activities around a release date, such as a launch date for a go-to-market strategy. Viewing a schedule calendar gives you different insights than a schedule Gantt chart might.

Schedule phases: Your marketing schedules are broken up into individual phases, all of which contribute to that eventual release date. The schedule phases calendar allows you to see these phases in a more granular view than the schedule phase Gantt chart can provide.

Initiatives: Initiatives are how you plan to achieve your strategic goals. They should all be measurable and time-bound. The initiatives calendar lets you get a sense of how many high-level initiatives your team has committed to and when you expect to start or complete them.

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