CoSchedule for Content Workflows: Is it Worth it?

CoSchedule for Content Workflows: Is it Worth it?

Every marketing team we’ve spoken to struggles with project management. This is especially true as they’re scaling production as it becomes harder to track who’s responsible for which task and how the work is progressing.

If this sounds like you, it’s time to invest in a marketing suite that lets you manage, report, and store content in one place.

In this article, we’ll review CoSchedule, a marketing software that lets content teams do all this and more. We’ll look at its core features, benefits and limitations, and tips to prepare if you want to sign up for it.

Getting started with CoSchedule’s core products

Here’s a quick refresher on CoSchedule’s product offerings:

Social Calendar

CoSchedule’s Social Calendar is a dedicated solution for marketers to manage their social media accounts. Currently, the software supports the following channels:

  • Facebook
  • Instagram
  • Pinterest
  • LinkedIn
  • TikTok



The solution has a host of features that help you draft posts, schedule them, and monitor analytics—within the same dashboard. Here are some of its top features:

  • Social Composer: Use the composer to draft messages using AI prompts or on your own. You can also use the message optimization feature to create a high-conversion post based on the topic.
  • Best Time Scheduler: Use your social data to find the best time to post on each channel and maximize the likelihood of engagement. It works based on past engagement patterns and when your audience is online the most.
  • AI Social Assistant: Access the marketing prompts library that hosts over 500 prompts to craft posts or ad copy for different campaigns.
  • ReQueue Social Automation: Repurpose or reuse previous social posts to save time during the content creation process. Find them within your past campaigns and re-schedule them in one click.
  • Social Reports: The app offers reports for engagement, individual profiles and campaigns so you can measure the results of your efforts.

Content Calendar

This module lets you manage all your content calendars within the same interface. Whether it’s a social media campaign or your blog schedule, create and manage all these tasks with your team in one place.



Here are some of its key features:

  • Custom Fields: Devise an internal system for tagging and categorizing your content assets. Use the custom fields feature to apply it to the relevant content/tasks.
  • Tagging: The calendar is highly visual, as you can color code and tag assets based on your needs.
  • Kanban Boards: Create a custom workflow for your calendar and add tasks based on the stage they’re in. Reduce cognitive overload by viewing the tasks you want to see and taking the necessary actions based on the stage.
  • Saved Calendars: If you need a specific view of your work for club-specific campaigns, make your own calendar based on your choice of categorization—for example, departments, team members, etc.
  • Table View: Use the table view to see scheduled and planned projects in one go. You can also use advanced sorting features to pull the campaigns you want to review.
  • Project Tracking: Create reusable task templates and automate your team’s workflows using rules. This reduces time spent on task management, giving you more time to do what matters.

Marketing Suite

If you need a single source of truth for your marketing team—this is the perfect solution. It includes CoSchedule’s calendar and automation capabilities. But beyond that, it also offers many other features, such as:

  • Controls & permissions: Set permissions within your team’s settings so that only the right members can change projects, organizational structure, etc.
  • Request forms: Create a tailored request form so internal teams can request assets without sending ad-hoc requests via email/Slack threads.
  • Approval workflows: Assign team members to specific tasks and add rules for approvals before the asset goes live.
  • Security & compliance: Users can log into CoSchedule using the single-sign-on (SSO) option.
  • Digital asset management: Store, catalog and share files and folders with your internal team.

Why should you consider Coschedule for content marketing workflows

Here are some of the reasons why power users recommend investing in CoSchedule:

Easy sorting and categorization

The software simplifies the content management process as you can sort it based on your workflows—not what the tool offers. This lets you customize it as per your liking, which is key for cross-functional collaboration. You can do it based on the topic, audience, funnel stage, and campaign type.

For example, if you send completed assets for sales teams to review, they might not be familiar with the tool’s pre-existing tags.

With intuitive tagging and labeling options, you can quickly locate and access your content assets, making content organization a breeze.

Use a visually appealing calendar

A big drawing point for the software is that you can color code and label as you wish. It’s particularly helpful for individuals who prefer high-contrast options and are more focused when the calendar is more visual.

“On one hand, its capabilities as a content organizer are second to none,” says Timothy Clarke, Sr. Reputation and Marketing Manager at Rize Reviews. “For instance, I found its calendar view particularly useful for visualizing and scheduling content across multiple platforms.”

The visual calendar provides a bird’s-eye view of your content schedule, and you can choose a view of your liking too, such as:

  • Kanban view
  • Calendar view
  • Team view
  • Table view

Like other project management tools, you can add a variety of PM tasks within CoSchedule. The only difference? It’s purpose-built for marketing teams, making the tool easier to work with.

For example, you can create drafts, edit them, and schedule them within the same task. This prevents context switching between different apps—saving time and reducing cognitive load.

“It cuts down workflow time immensely with blog and social media posting as well,” mentions Cassie C., a communication specialist in a G2 review. “As the content writer, I work with our web and social manager, which has cut down our back-and-forth process so much. I can put all the copy into CoSchedule, and she can go in and edit and post it on our WordPress site right from there! I can also input all my social postings, as well as a schedule for all posts to post automatically when I want. It is a HUGE time saver and makes things so easy and efficient!”

You can also attach additional documents like briefs and supporting assets to each task so the team can access everything in one place.

Create your own workflows

A huge issue with using templates or inflexible tools is that you’re stuck with what the software offers. You can’t change the stages of the workflow or edit the names. But with CoSchedule, that’s not the case.

You can create your own workflows with the specific stages. For example, if there’s an expert review before the briefing and editing stage, you can add that. It lets you define specific tasks, responsibilities, and approval processes for each piece of content.

Organize brand assets

Every marketing team needs easy access to brand assets like logos, images and templates. Using the Asset Organizer, store everything in one place so that relevant team members can access them when they need it.

For example, instead of saving a logo file in your drive, add it here so your designer can use the updated version every time.

Automate publishing

Its automation capabilities help you optimize your publishing schedule. Set predefined publishing times based on audience engagement trends to ensure your content reaches the right people at the right time.

“One notable achievement we had with CoSchedule was when we saw a 30% increase in social media engagement after implementing their optimized posting schedule recommendations. This level of customization and insight is invaluable to us at VEM Tools,” says David Reid, Sales Director, VEM Tooling.


List of integrations

Manage events and associated campaigns

Whether it’s coordinating product launches, webinars, or promotional events, you can seamlessly incorporate event planning into your marketing calendar. Create campaigns and tag assets accordingly so your team knows which assets belong to which campaign.

In the image below, you can see how users can create a dedicated view for specific events and add all tasks, brand resources and deadlines to a single campaign.


Each task has the necessary brand resources and deadlines nested under them


Use AI to draft and manage posts

CoSchedule just launched Mia, the AI marketing assistant to help you break past a creative block when needed. The assistant lets you do the following:

  • Generate project or copy ideas for your campaign
  • Write a first draft for short or long-form content
  • Archive your chats for reference at a later point
  • Convert all your responses into text using a single click



Work with your team

Get an inside look into which team members are assigned specific tasks, their progress and future capacity. Plus, you can collaborate with them within each task using the comments feature within each task. Instead of going back and forth between email and Slack, share feedback within the relevant task.

Limitations to expect with Coschedule (~500 words)

Here are a few reasons why CoSchedule would not be a fit for your needs:

Meant for project management, not asset management

If you’re looking for a solution to manage your content assets, this wouldn’t work for you. For example, if your sales or customer support team needs to access specific documents, CoSchedule could be too complicated as they’ll have to look up the task and attached documents.

While it offers some features for organizing brand assets, it lacks the depth and sophistication required for extensive asset storage, retrieval, and version control.

Purpose-built for scheduling but not asset storage

CoSchedule excels in content scheduling and campaign planning, but it may not be the ideal solution for comprehensive asset storage.

Marketing teams heavily reliant on managing a large volume of media files, documents, or other digital assets might need a dedicated Digital Asset Management (DAM) system to handle their storage and organization needs more effectively.

Too many weak integrations

While CoSchedule offers integrations with various third-party tools and platforms, some users have reported that specific integrations may not be as robust or seamless as desired.

“Integrating it with other tools in our workflow took some trial and error. But once we got past the initial hiccups, it became an indispensable part of our content management process,” says Clarke.

Depending on your tech stack and workflow requirements, you’ll encounter limitations or issues when integrating CoSchedule with other software tools. For example, Twitter is no longer supported.

“Coschedule has constantly nickeled and dimed its customers to where it is now price gouging for convenience. In the last six months, they have botched their API with Meta and refuse to support Twitter,” reported a user in the news industry.

Steep learning curve

Many users have reported that because the tool has so many features, it’s hard to focus and get up to speed quickly. Plus, the interface can be slightly complicated initially for those not used to using PM tools. However, there are many resources available to improve product adoption.

Pricing can be too expensive

CoSchedule’s pricing structure may be a limitation for some organizations, especially smaller businesses or startups with tight budgets.

The cost of the software can increase as you add more team members or require access to advanced features. For example, you pay $19 monthly for the Social Calendar product, which increases as you add more users. For the other products, you need to contact the sales team for a quote, which will likely result in an annual contract.

Customer service is slow and unhelpful

Customer service and support experiences vary, but some users have reported slow response times and unhelpful interactions with CoSchedule’s customer support team. This also means they have minimal onboarding support, which can make it challenging to get started with the product.

Things you need to add CoSchedule to your martech stack

Convinced that you need to try it out? Let’s look at how you can prepare for this process:

1. Have a premade content workflow before signing up

Before you think about adopting the product, establish a consensus on how you’ll set up your workflows. Too often, teams get caught up in the tool’s functionality and try out too many things at first.

Configure it to match your existing practices. Consider how tasks are assigned, content is approved, and deadlines are managed within your team. If you know what your workflow looks like, this reduces the onboarding time and lets you get value faster.

2. Check which channels you need support with

Even though CoSchedule supports the most popular social media platforms, there are a few limitations.

However, one limitation is that Twitter is not included in its supported platforms due to the recent API price hike. Alternatively, the Meta integration has also been reported to be problematic, so consider these aspects before going all-in.

3. Verify if you need onboarding support for large teams

Talk to your team members and gauge who needs additional support beyond the standard documentation. For example, junior marketers might not have experience with such tools, so estimate whether you can create your own internal training resources or you’ll need additional support from the company.

The latter option could cost you more, and some users have reported lackluster performance by the customer support team. So consider that before signing up.

4. Check if you really need an annual contract

CoSchedule typically offers both monthly and annual subscription plans. It’s important to carefully evaluate your commitment level before opting for a yearly contract. It’s locked in for a set period, and you can’t downsize the contract even though your needs change over time. If you’re uncertain about your long-term requirements, start with a monthly plan first.

Final takeaway

Based on what we’ve heard from product users, the overall outlook is positive. The software could benefit teams that need a strong project management and asset management solution for their marketing needs.

If you need a robust solution to create and manage content creation, schedule content, and monitor performance—consider giving CoSchedule a shot. The integrations, automation and project management capabilities alone are a massive value-add for teams that haven’t subscribed to such solutions yet.