Plan (Gantt)

Everything You Need to Know About the New ‘Plan’ Tab

This article will guide you through the features and benefits of the new Plan tab—how it improves your workflow and how to make the most of it.

 How does the ‘plan’ makes Your workflow easier and much more fluent?

The Plan tab provides a centralized view of your influencer campaigns using a Gantt chart layout. It allows you to easily track:

• Deadlines

• Content approvals

• Publishing schedules

• Custom reminders

All organized in a calendar-style format for better visibility and control.

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The Gantt chart displays all influencer-related tasks that have assigned due dates. At the bottom, you’ll find Today’s Tasks, and you can navigate to other dates using the monthly view.

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Each task includes:

• Influencer name

• Task type

• Task status

• Internal notes

You can update due dates for task reminders. If the influencer is using the app, they’ll automatically see any changes you make.

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Add Custom Reminders

Beyond regular task reminders like content approvals and publishing dates, you can also create custom reminders for yourself:

• Click “Add Reminder” at the top left of the screen.

• Use it to track additional actions like gift delivery confirmations or contract renewals.

• You can update the reminder’s status as needed.

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No Date reminders (Stay Organized…)

If you have tasks that don’t yet have deadlines, use the No Date Reminders section to keep them on your radar.

Here, you’ll find reminders that still need scheduling. To add a deadline, simply click “Add Date”, and the task will appear on your Gantt chart.

This ensures no task slips through the cracks—even without a set timeline.

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Smart Filtering – Focus Only on What Matters

Just like other reporting tools on the platform, the Gantt view includes filtering options so you can quickly narrow down your view to what’s most relevant.

You can filter by:

• Task Status (To-Do, Done)

• Reminder Type (Content Approval, Events, Contract Renewals, etc.)

• Agent Assignment (Influencers managed by specific team members)

• Tags (Organize reminders using tags from the Manage section)

• Sales & Affiliate Rules (Track key campaign periods)

Sales & Affiliate rules (Track Start/End time of each rule)

In sales campaigns, you can track the start and end dates of affiliation rules directly from the Gantt view:

• The Start Date is marked clearly on the calendar.

• The End Date remains visible even after the rule has expired, helping you review past activities.
  

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Ready to Get Started?

You’re now all set to manage and optimize your influencer campaigns with the Plan tab!
For a guided walkthrough, click the Tutorial button at the top right of your screen.