Documents template

Content production board and editorial meeting

Run the weekly editorial meeting from the live production board, with a stage flow, a capacity check by person and a named bottleneck.

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Industry
Agencies
Team
Marketing
Use case
Content and campaigns, Time and resources
Tags
Client delivery
Includes
1 database · 1 app

Template preview

Content production board and editorial meeting

Included items

  • Dashboards

    App · 1 embedded block (c-pipeline) · Requires sign-in

  • Content and campaign production pipeline

    Database · Embedded view: Workflow (Campaign assets dashboard) · Requires sign-in

Overview

What this template supports

An internal weekly meeting page for a content agency's managing editor, writers and designers. It embeds the workflow board from the content production database and shows how assets move between stages, a bottleneck callout with an owner, capacity by person, findings from the board walk, the decisions made and next steps, with a pipeline block from the Dashboards app. Capacity is framed as a load check, not a performance review.

  • Meeting agenda steps
  • Embedded workflow board database view
  • Stage flow diagram
  • Bottleneck callout with an owner
  • Capacity table by person
  • Moving well, watch and at-risk tabs
  • Editorial decisions checklist

How to use this template

  • Point the board at your pipeline

    Use a workflow view of your own campaign assets grouped by stage.

  • List your team

    Replace the capacity table with your writers, designers and editors; write Needs review where load has not been checked.

  • Duplicate each week

    Copy the page before each meeting and carry unresolved bottlenecks forward.

Frequently asked questions

What does Content production board and editorial meeting help me do?

Run the weekly editorial meeting from the live production board, with a stage flow, a capacity check by person and a named bottleneck.

What is included in this template?

It includes Meeting agenda steps, Embedded workflow board database view, Stage flow diagram and Bottleneck callout with an owner.

Who is this template designed for?

It is designed for Marketing teams working in Agencies.

What should I review before using this template?

Use a workflow view of your own campaign assets grouped by stage. Replace the capacity table with your writers, designers and editors; write Needs review where load has not been checked.

How is the bottleneck chosen?

It is the stage with the most active cards or the tightest deadline pressure, named with an owner for the fix.

Can I add this template directly from the gallery?

The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.