Agenda: every client in one list
The agenda puts in one list, day by day, everything that goes out over the next 14 days across all your workspaces: the scheduled posts of every client and your team's tasks and meetings. It is made for the phone: open it in the morning and you know what is coming.
Posts from every client
- The same post scheduled on several networks shows once, with the icon of each network.
- Each client has a tag of two or three letters and a colour so you can tell them apart at a glance. Change them with "Client tags and colours". Use the filter at the top to see only one client.
- Tap a post to open it and fix the caption, for all networks or one by one. If your organisation requires approval before publishing, the change goes to review and only goes out once approved.
Tasks and meetings
Press "Task or meeting".
- Task: something to do by a date ("Film 3 scenes in natural light"), with notes, the client it belongs to and who it is for.
- Meeting: a date and time, how long it lasts and who attends. With Google connected in Appointments, it is created in Google Calendar and attendees get an email invitation; tick "With a Google Meet room" to add a video call, or paste your own link.
- Time zone: the time is saved in your zone; you can pick another one if the meeting is in a client's time.
- Repeats every week: for the weekly content meeting or the Monday shoot. Ticking it as done only covers that week.
- Reminder: the same day two hours before, or one or more days before. It goes by email or push to the people involved, depending on what each one has turned on in Settings > Notifications.
- Tick "Done" when it is finished. Tasks and meetings also show in the Posts calendar, on their day.
Owners, admins and editors create and delete tasks. Anyone who can see a task can mark it as done and deliver files.
The same task for several people
If you pick several people in "For whom", it is one shared task: they all see the same files and the first one to deliver marks it done for everyone.
For each one to do their own, tick "One task for each person" before saving. A copy is created for each person, in their client if you picked "Whole organisation" and they only have one. Each creator only sees their own, delivers it separately and you get a notice for each delivery. References you attach to any copy show in all of them.
Who sees each task
- People with access to every workspace (the agency) see everything.
- People who only see some workspaces (a creator, a client) see the tasks of those workspaces. "Whole organisation" tasks and the copies of "One task for each person" only if they are for them.
Files: references and takes
Inside a saved task, under Files:
- References (the agency): "Attach a reference" with an image, a video or an audio of how it should be done.
- Deliveries (the creator): "Upload takes" from the phone or computer (up to 5 GB per file) or "From Google Drive" (up to 2 GB). Then press Deliver: the task is marked as done and whoever set it gets a notice.
Every file goes to that client's library, so you can put it straight into a post. It is kept for as long as the rest of the library.
A shared folder per client
In "Client tags and colours" you can paste the link of a folder you share with each client (Google Drive, Dropbox or any other). It shows in every task of that client. Who can open it is decided in that service, not in Ignix.
Your client in the agenda
A client with client access (see "Managing your agency's clients") sees the agenda and the library of their own brands only: the tasks set for them, their references, and they can upload and deliver their takes.
With Claude or ChatGPT
Ask your assistant connected to Ignix "what do I have this week?" or "add a meeting with Marta on Thursday at 10". It can list the agenda, create, move and tick tasks, see a task's files, attach a reference that is already online and set each client's tag, colour and shared folder.