How to organize and share your assets in asset organizer

KeepCan all of your organized assets be a tedious, time-consuming task, and sharing your assets on top of that? It seems almost impossible.

CoSchedule Asset Organizer makes it easy to keep track of and share all of your assets.

Table of contents

• Introduction
• How to implement digital asset management with CoSchedule?
• Best practices for folder structure
• Top level folders
• Subfolders
• File and content sharing
• Internal stakeholders
• External stakeholders

Introduction

What is this guide? This lesson teaches you how to organize and shareyour resources - from work in progress to final deliverables - in Asset Organizer.

Who is this guide for? Marketers who want to discover the best way to organize and share their assets with CoSchedule's digital asset management solution.

What you will learn:

• How to organize your content and files in Asset Organizer to easily find resources with your team and stakeholders.
• How to share your content and files in Asset Organizer for internal and external stakeholders.

How to implement digital asset management with CoSchedule?

There are four steps you can take to start implementing CoSchedule Asset Manager. The second step is to organize and share vour asse ts. If you missed the first step, click here.

After setting up your organization, the first thing you'll want to do is create a folder structure that cascades down and starts at the top level organization. Subsequent folders can filter more closely from there.

Best Practices for Folder Structure

Asset Organizer allows you to store, index, and share your content.

Taxonomy of your assets configures your entire CoSchedule environment, from content creation to distribution.

We'll see how to establish the 'asset organizer using the previously defined organizational structure taxonomy.

Let's get started.

Top Level Files

Every marketing project that you run - like every item you create - is usually tied to a general category. These categories will become your highest level of folders in the Item Organizer.

Here are some examples to help you understand what this means:

• Specific services
  • Sales team, customer relations, HR + administration, marketing
• Marketing teams multi-departments
  • Product marketing, public relations, demand generation, media relations
• By location
  • North, south, east, west, national

Here is an example of how the color labels will appear in the CoSchedule Item Organizer. This example is organized by theinternal department that assigns the work to its marketing team.

Under -folders

Once your color label structure is defined, you can create additional subfolders to organize your content and files a bit further.

After applying the most general and highest level of organization, you can go one step further and add subfolders. Subfolders provide an extra layer of context for the item.

Here is an example of subfolders. These folders are organized according to the types of projects executed by the service.

There is no wrong way to organize your content, but you want to make sure your entire team is on the same page before you start adding content to Organizer. 'elements.

Sharing files and content

With Asset Organizer, you can share content security andfiles with internal teams and external contributors. You can do this without giving them full access to your entire content library.

Internal stakeholders

Create content that you can share across your organization.

Create a folder in your resource organizer for each internal team and add the content to their respective folders. When all the content is uploaded, you can share the link.

This works exceptionally well for the following materials:

• Sales teams
  • Sales presentations, worksheets, conference papers, etc.

• Human resources
  • Photos employees, employee manual, recruiting materials, etc.

• Management team:
  • Company logo, team bio, company deion, etc.

• Customer service and customer experience
  • Help guides, eBooks, support videos, etc.

External stakeholders

If you have external stakeholders - such as customers or partners - you can hare folders and files in the same way.

Create a folder for each stakeholder and place the content in their respective folder. External stakeholders can access these files by simply opening a read-only link to a file or folder.

To create a read-only link, do the following:

1. Select a folder in the resource organizer.
2. Click the read-only icon in the upper right corner.
3. Select Activate sharing.
4. Copy and share the provided file. link to shareholders.

Make sure to ask your stakeholder to save the custom link read-only, so that it can always access its content. Files update automatically, making sharing content easier than ever.

If you are a visual learner who would like her to learn this in an how-to video, see below.

April 30, 2020