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How to use Social Media Manager: step-by-step guide

Social Media Manager for monday.com lets you plan, schedule, and publish social posts to Instagram and Facebook directly from your monday.com board.
Follow our quick walkthroughs and step-by-step guides below to get up and running with Task Assigner in minutes, and learn how to keep campaigns and deadlines organised, trackable, and visible for your whole team!
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Welcome to Social Media Manager! Let's get you started

Hi! I'm Amalia, the Senior Product Marketing Manager for Social Media Manager here at Upscale. I know managing social campaigns across multiple platforms can sometimes feel like you're juggling a million different things at once.
That's why we designed Social Media Manager for monday.com to make planning, approving, and tracking campaigns as easy and collaborative as possible. On this page, you'll find quick walkthroughs and step-by-step guides to help you schedule posts, manage approvals, and track performance—all without ever leaving monday.com!
And if you ever need a hand, have a question, or would like a personalised onboarding session—we're always here to help!
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  1. Installing Social Media Manager
  2. Connecting your social media accounts
  3. Scheduling your first post
  4. Editing or deleting a scheduled post
  5. Tracking metrics and post performance

With Social Media Manager for monday.com, you can:

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Create and schedule posts with total clarity
Map every post across your publishing calendar with total clarity. Spot gaps, shift priorities, and reschedule in seconds—so your team always knows what's coming next.
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Publish straight from your workflow
Go from draft to live in just one smooth step. Create, schedule, and publish every post directly from your board—no extra tools, chasing, or context-switching needed.
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Plan campaigns as a team, with full visibility
From brainstorming to approval to publishing, everyone sees the same picture. Stay aligned on who's creating, reviewing, and posting so nothing is missed.
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Track performance in real time
See your content and metrics side by side with built-in dashboards. Monitor results, prove ROI, and use insights to shape your next campaign strategy together!

Installing Social Media Manager for monday.com

If you've already installed Social Media Manager for monday.com and are ready to dive in, you can skip ahead to the walkthroughs below.
If not, here's how to get set up in just a few clicks:
  1. Click the blue '+' button on the left-hand side of your workspace (it will read 'Add item to workspace' when you hover over the button).
  2. From the drop-down menu, select 'Installed apps', then click 'Explore app marketplace'.
  3. In the search bar, type 'Social Media Manager'.
  4. When the app appears, click 'Install'.
  5. Once installed, you'll find Social Media Manager on the left-hand side under your workspace.
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How to use Social Media Manager: step-by-step

Now that you've installed Task Assigner for monday.com, it's time to get started! Follow the steps below to see how each feature works!

Have any questions or need some extra help?
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1. Connecting your social media accounts

How to connect your accounts
First up, let's start by showing you how to connect your Facebook and/or Instagram accounts to the Social Media Manager app. Once connected, you'll be ready to publish directly from monday.com.
This walkthrough covers:
  • How to navigate to the accounts tab and select 'Connect'.
  • Authorising the app to access your chosen social media pages.
  • Managing your connected accounts, including how to disconnect.

2. Creating and scheduling a social media post

How to create and schedule a post
Next, let's walk through how to draft, schedule, and publish content right inside your monday.com board. Whether it's a quick announcement or a planned campaign, posting takes just a few steps.
Here we cover:
  • Selecting the right social media page from the drop-down menu.
  • Adding your post text, images, and other content.
  • Choosing between publishing immediately or scheduling for later.

3. Editing or deleting a scheduled post

How to edit or delete a scheduled post
Here, we show you how to stay in control of your content calendar by editing or removing posts before they go live, meaning no unchecked drafts or cancelled comms accidentally slip through the net.
These steps cover:
  • How to use the 3-dot menu in the 'Post Overview' section.
  • Updating text, images, or timings for scheduled posts.
  • Deleting a post and confirming removal when plans change.

4. Tracking metrics and post performance

How to track your post performance
Finally, let's explore how to measure the impact of your content using Social Media Manager's built-in metrics. In one place, you can get the insights you need to refine your strategy and prove ROI.
Learn how to:
  • View summary metrics like impressions, reactions, comments, and shares.
  • Check individual post performance for more detailed insights.
  • Use reporting to inform and improve future campaigns.

Haven't installed Social Media Manager for monday.com yet?

It's time to bring clarity, ease, and a little joy to your social media calendar. Connect your first account for free and start scheduling posts, managing approvals, and tracking performance—all without leaving your monday.com boards!
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