Yoho’s Calendar is the central place to plan out your entire marketing workflow, from major campaigns and product launches to day-to-day content. It keeps everyone aligned and working toward the same deadlines.
Step 1: Open the Calendar
Go to the Plan tab in the left-hand menu.
You’ll land on a monthly view of your campaign schedule.
Use the tabs to switch between:
Calendar - your master marketing view
List - a compact, sortable format
Daily View - zoom into specific days
Step 2: Add a new campaign item
Click the red ➕ icon to create a new calendar item.
You’ll go through 3 simple steps:
Choose a Category:
Events: for launches, promos, sales, and photoshoots
Social Media: for posts, reels, and stories
Outbound: for emails and other external sends
Pick a Type:
Based on the category, e.g. “Reel,” “Photoshoot,” “Email Blast.”Fill in Info:
Add campaign name, due date(s), tags, and any notes.
Step 3: Link to creative work
Once your calendar item is created, head to the Create → Ideas tab to start building campaign content.
Create an Idea for future campaigns or ongoing tasks
Turn that idea into an Assignment for your creative team.
Contributors can view and complete their assignments, while everything stays tied back to the original campaign plan.
📝 Tip: All ideas and assignments inherit the event context you set during idea creation, so the campaign timeline stays connected without needing extra tagging.
Step 4: Track and adjust
As work progresses, use the calendar to:
Filter by status, platform, or event type
Check assignment progress at a glance
Adjust timelines with quick edits
📝 Tip: Use tags to organize campaigns by theme, channel, or priority when you are creating ideas or assignments.
