Clusters and Topic Planning

Workflow

Set up editorial categories (clusters) and plan topics before scheduling assignments.

1. Create a Topic Cluster

1. Navigate to Planning > Clusters.
2. Click Create Cluster and set a name representing a core subject area (e.g. "Security Protocols", "Financial Tips").
3. Assign a target owner to manage the cluster.

2. Add Topics to the Backlog

1. Select the relevant Cluster folder.
2. Click Add Topic inside the cluster view.
3. Enter a proposed title. The system automatically triggers a Similarity Check comparing the title against existing published pieces to check for overlap.
4. Open the topic sidebar to add planning notes, target audiences, and attachments.

3. Manage Overlaps and Cannibalization

1. If the similarity check triggers an alert, select Review Similarity.
2. Examine the overlap score and matches.
3. Choose to:
   • Rename: Refine the title to target a distinct angle.
   • Merge: Consolidate the topic into an existing planned article.
   • Dismiss: Bypass the alert if the overlap is intentional.

4. Convert Topics to Assignments

1. Once a topic is fully defined, select the topic card.
2. Drag-and-drop the card from the Backlog panel into an active Content Cycle or click Create Editorial Assignment in the topic details panel.