Backlog Setup Tutorials

Marketing

Content Planning

Keep content production on track and hit your publication deadlines with our Backlog Setup Tutorial for Content Planning.

1. Create a project called Content Planning.

Project Key: CONPL

2. Enable all "Attributes and functionality."

Note: Be sure to enable subtasking.

3. Under "Issue Type," add a new type called "New Content."

You will use this issue type for all parent issues.

4. Create a task template for the New Content issue type.

Add in any standard information you'd like provided about content. Create your own, or follow our example with:

  • Idea: (Briefly describe your idea.)
  • Goals: (What are the goals of this content?)
  • Assets: (What creative assets do you need?)
  • Examples: (Provide content examples, if applicable.)
  • Resources: (Do you require additional resources?)
5. Under the Project Settings, create categories for each of your channels. For our example, we're adding:
  • Blog
  • Article
  • Email
  • Product Update
  • Press Release
  • Newsletter
  • Case Study
6. Create Milestones to track your content calendar by month.
  • Milestone 1: January 2021
  • Milestone 2: February 2021
  • Milestone 3: March 2021
  • etc.
7. Add in all ideas as New Content parent issues. Be sure to:
  • Fill out the task template
  • Designate the channel using the appropriate Category
8. Optional: Create a wiki for things your writers may need to reference regularly, like your Style Guide or Personas.
9. In our example, we're using Milestones to represent months, so when it comes time to plan next month's content, you'll need to:
  • Change the status for each task your team is taking on to "In progress"
  • Add in the appropriate milestone (i.e., month)
  • Create child issues for each workflow stage (e.g., write, edit, publish, promote) and any design assets needed (e.g., featured images, header images, GIFs, infographics, etc.)
  • Assign each child issue to a team member & add a due date
  • Optional: set the priority of each task
10. Using @mentions, you can collaborate on tasks, gather feedback, and let others know when tasks are complete so that any dependent tasks can get started asap.

With Kanban-style Boards, you can easily move tasks through your workflow with a simple drag and drop.

With the Issues list view, you can view and filter issues by status, assignee, due date, and more.

Or use Gantt view to quickly see how your due dates may be affecting other work and adjust accordingly.

Want to know more about Kanban? Check out our Kanban guide:

Marketing Campaign

Set your marketing campaigns into motion with our Backlog Setup Tutorial for Marketing Campaigns.

1. Create a project called Marketing Campaign.

Project Key: MKTCAMP

2. Enable all "Attributes and functionality."

Note: Be sure to enable subtasking.

3. In the project settings, set up a category called "Brand Awareness" to group all your future brand awareness campaigns. You might consider adding other categories like:
  • Seasonal Push
  • Contest Marketing
  • Customer Referral
  • Email Marketing
4. Set up a Milestone to go along with our example brand awareness campaign called "Tag It Green." This milestone will help you track all of the tasks and progress for this specific marketing campaign.

5. Create the Planning task by adding a new issue. Set your category to "Brand Awareness" and the milestone to your campaign name.

6. A parent issue conveniently groups all relevant planning child issues (i.e., subtasks) you create. Create the child issue "Campaign Brief" under the Planning parent issue. Fill in the task description with your campaign brief.

Since you have already set the Milestone in your parent issue, your child issue should have your campaign name pre-populated under the milestone. To finish adding the task:

  • Assign the task to the appropriate team member.
  • Set a start and due date.

Simply repeat this process to create the rest of your tasks!

With Kanban-style Boards, you can easily move tasks through your workflow with a simple drag and drop.

With the Issues list view, you can view and filter issues by status, assignee, due date, and more.

Or use Gantt view to quickly see how your due dates may be affecting other work and adjust accordingly.

Public Relations

Keep public relations on track and hit your publishing and contact deadlines with our Backlog Setup Tutorial for Public Relations.

1. Create a project called Public Relations.

Project Key: PR

2. Enable all "Attributes and functionality."

Note: Be sure to enable subtasking.

3. Create Categories to track the type of projects you’re promoting. In our example, we’ll add:
  • Press Release
  • Event
  • Brochure
4. Optional: Create a wiki for things your team may need to reference, like your list of journalistic contacts or influencers.
5. Add in your parent issues and child issues.

In our example, each parent issue is a different company event or promotional news and each child issue is a stage of the associated workflow.

These are the workflow stages we’re including in our example project:

  • Write
  • Edit
  • Featured Image
  • Publish
  • Email Journalists
  • Social Media
  • Prepare
  • Choose
  • Promote

When it comes to the next event you want to promote, for example, you'll need to:

  • Create a new parent issue for the event
  • Add in the appropriate category (i.e., Event)
  • Create child issues for each workflow stage (e.g., prepare, choose, promote)
  • Assign each child issue to a team member & add a due date
  • Optional: set the priority
6. Using @mentions, you can collaborate on tasks, gather feedback, and let others know when your tasks are complete so that any dependent tasks can get started as soon as possible.

With Kanban-style Boards, you can easily move tasks through your workflow with a simple drag and drop.

With the Issues list view, you can view and filter issues by status, assignee, due date, and more.

Or use Gantt view to quickly see how your due dates may be affecting other work and adjust accordingly.

Not using Backlog yet? No problem! Start a 30-day free trial — no credit card required — and you can start managing your public relations in Backlog today.