How to Customize Filters in the Stories Library and Calendar

Overview

This article explains how to customize filters in the Stories Library and Calendar in Contently. You'll learn how to use filters to organize and display content based on various criteria, allowing you to focus on specific content types, statuses, or team assignments.

Information

Customizing filters in the Stories Library and Calendar helps you tailor the display of your content to meet your specific needs. Whether you want to view content based on its current status, assigned team member, content format, or tags, using filters allows you to quickly narrow down the content that matters most. This feature is especially useful when managing large volumes of content or tracking specific workflows.

Here’s how to customize filters in both the Stories Library and Calendar:

Step 1: Customizing filters in the Stories Library

• Go to the "Stories" tab in the Contently dashboard to access the Stories Library.
• At the top of the page, click the "Filters" button to open the filter options.
• Select the criteria you want to filter by. You can choose from multiple categories such as:
  • Status: Filter stories by their current workflow stage (e.g., Drafting, Editing, Published).
  • Assigned Team Member: Filter content based on who is assigned to the story.
  • Format: View content by format type, such as blog posts, videos, or infographics.
  • Tags: Use tags to filter content by specific topics or categories relevant to your strategy.
  • Audience: Filter stories based on the target audience they are created for.
• Once you’ve selected the filters, the Stories Library will update to display only the content that meets the chosen criteria.
• You can reset the filters at any time to return to the full list of stories by clicking the "Clear Filters" button.

Step 2: Customizing filters in the Calendar view

• To access the Calendar, navigate to the "Calendar" tab at the top of the Contently dashboard.
• At the top of the Calendar, click the "Filters" button to open the filter options.
• Similar to the Stories Library, you can filter content in the Calendar by several criteria, including:
  • Tags: Filter content by tags to focus on specific topics or themes.
  • Content Format: Filter the calendar view by content format, such as articles, podcasts, or videos.
  • Team Member: See only the stories assigned to a specific team member, which is useful for tracking individual workloads.
  • Workflow Stage: Focus on content based on its current step in the workflow, such as editing, review, or final approval.
• Once your filters are applied, the calendar will update to display only the content that fits the selected criteria, making it easier to manage deadlines and progress.
• Click "Clear Filters" to reset and return to the full calendar view at any time.

By customizing filters in both the Stories Library and Calendar, you can create personalized views that help you focus on the most relevant content for your needs. This flexibility is especially useful for team members managing different types of content or focusing on specific stages of the workflow.

Summary

Customizing filters in the Stories Library and Calendar in Contently allows you to focus on specific content based on criteria like status, team member, format, tags, and audience. This makes it easier to manage and organize large volumes of content, track workflows, and stay on top of deadlines. Filters can be reset or updated at any time to meet your changing content management needs.