You can create as many Content Types as you wish. You are encouraged to create a type for any online content (blog posts, web pages, email, social posts, ads, video, podcasts, webinars, etc.) or offline content (brochures, print ads, tv ads, annual reports, events, etc.)  you create, publish or distribute. This will enable you to keep track of and filter all of your content in one Calendar or List view.

You can access Content Types by navigating to Settings → Content Types provided you have the appropriate level of access.

Creating Content Types

1. Click the Add New Content Type button.

2. When the pop-up window opens, fill out the information and customize the text and background colour of your choice.

3. Hit Save when done.

4. Your new Content Type will now be available as an option to select in your Creative Briefs.

Deleting and Disabling Content Types

How to Disable Content Types

1. Go to Settings Content Types.

2. Hit the Edit icon within the Content Type and a window will open up. Check the Disable Content Type box - the Content Type will now be disabled and not appear as an option within your Creative Briefs. 

3. Hit Save when done.

How to Display or Hide Disabled Content Types

You can also filter by showing only the active Content Types by toggling the Show/Hide Disabled button on the top right hand side of the Content Types screen:

Why disable? 

Disabling Content Types is useful for managing seasonal Content Types or those you are not actively using, but may use at a later date.

How to Delete Content Types

  1. Click on the Edit Icon next to the Content Type you'd like to remove. 

  2. Select Delete.

  3. Confirm the action.

The Content Type has now been removed and will not be selectable in your Content Briefs! You will, however, still be able to report on past Content Briefs, which included this Content Type.

To see how Content Types are linked to Workflows check out our article on How to Edit Workflows.

Please contact if you need any help figuring out which Content Types to create or how to effectively manage them.

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