Create, schedule & publish

Pending Approval · visual field guide

An illustrated tour of Pending Approval with focused images of its controls and settings.

21 min readVisual walkthrough

Orient yourself on the page

Design-preview images. These captures use sample data from the redesigned workspace. Illustrations use sample data. Available controls and results depend on your connected platform and account permissions.

Use this overview to locate the main controls before following the focused illustrations below.

PRODUCT PREVIEW · Pending Approval
Pending Approval. Highlighted controls are explained below.

Work on saved drafts

Drafts holds unfinished posts. Open a draft to continue editing its caption, media, or account selection. Saving a draft does not itself schedule publication.

PRODUCT PREVIEW · Work on saved drafts
Work on saved drafts. Highlighted controls are explained below.
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Drafts. The highlighted control is the one described in this step.

Find posts waiting for review

This tab separates posts submitted for review from scheduled content. Review the selected account, caption, media, and comments before using an approval action. Available actions depend on your role.

PRODUCT PREVIEW · Find posts waiting for review
Find posts waiting for review. Highlighted controls are explained below.
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Pending Approval. The highlighted control is the one described in this step.

Review upcoming queued posts

Queued shows content waiting to publish. Check each row’s account and scheduled time. Use Reschedule to change the planned time, then verify the updated row or calendar entry.

PRODUCT PREVIEW · Review upcoming queued posts
Review upcoming queued posts. Highlighted controls are explained below.
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Queued. The highlighted control is the one described in this step.

Review completed publishing

Use Published to locate posts that have finished publishing. Read the delivery state and platform account; a local preview state does not prove a live network accepted a post.

PRODUCT PREVIEW · Review completed publishing
Review completed publishing. Highlighted controls are explained below.
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Published. The highlighted control is the one described in this step.

Investigate publishing failures

Use Failed to find posts needing attention. Inspect the error and account connection before retrying. Fix the cause and check the resulting state rather than repeatedly submitting the same failed content.

PRODUCT PREVIEW · Investigate publishing failures
Investigate publishing failures. Highlighted controls are explained below.
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Failed. The highlighted control is the one described in this step.

Search the post list

Enter a recognizable caption phrase or channel name. Search works alongside the selected status tab and date filters. Clear it if you want to return to the entire selected post state.

PRODUCT PREVIEW · Search the post list
Search the post list. Highlighted controls are explained below.
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Search posts or channels…. The highlighted control is the one described in this step.

Set the start of the date range

Choose the earliest date to include in the post list. Pair it with End date and check that the start is not later than the end. A narrow range can hide otherwise valid posts.

PRODUCT PREVIEW · Set the start of the date range
Set the start of the date range. Highlighted controls are explained below.
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Start date. The highlighted control is the one described in this step.

Set the end of the date range

Choose the latest date to include. Check the selected post state and the start date too. Clear both dates when you need to search beyond the current range.

PRODUCT PREVIEW · Set the end of the date range
Set the end of the date range. Highlighted controls are explained below.
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End date. The highlighted control is the one described in this step.

Narrow the current list

Open Filters to see the options for this page. Apply only the conditions you need. If a known item disappears, review the active filters before assuming it was removed.

PRODUCT PREVIEW · Narrow the current list
Narrow the current list. Highlighted controls are explained below.
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Filters. The highlighted control is the one described in this step.

Apply an action to selected posts

Select the intended rows first, then open Bulk actions. Check both the selected count and the action’s confirmation. A batch action can affect several posts at once.

PRODUCT PREVIEW · Apply an action to selected posts
Apply an action to selected posts. Highlighted controls are explained below.
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Bulk actions. The highlighted control is the one described in this step.

See these posts on the calendar

Switch to the calendar when dates are easier to inspect visually. Use the same account and date context to locate the intended post, then open it for details.

PRODUCT PREVIEW · See these posts on the calendar
See these posts on the calendar. Highlighted controls are explained below.
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Calendar. The highlighted control is the one described in this step.

Select a specific item

Select this checkbox to include only this item in a batch action. Review the selected count and each selected row before using bulk controls. Clear the checkbox to exclude it again.

PRODUCT PREVIEW · Select a specific item
Select a specific item. Highlighted controls are explained below.
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Select Turn one idea into a week of content. The highlighted control is the one described in this step.

Open this item’s settings

Choose Edit on the intended row. Review the dialog before saving. A row action applies to that item, so check the name and platform rather than relying on its position in the list.

PRODUCT PREVIEW · Open this item’s settings
Open this item’s settings. Highlighted controls are explained below.
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Edit. The highlighted control is the one described in this step.

Save the reviewed settings

Check the values and account selections before saving. After the dialog closes, reopen or inspect the resulting row to confirm the intended change.

PRODUCT PREVIEW · Save the reviewed settings
Save the reviewed settings. Highlighted controls are explained below.
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Save. The highlighted control is the one described in this step.

Create a copy to work from

Use Copy when you want a new starting point from an existing post. Review the copied caption, media, channels, and schedule before saving it as a separate post.

PRODUCT PREVIEW · Create a copy to work from
Create a copy to work from. Highlighted controls are explained below.
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Copy. The highlighted control is the one described in this step.

Review removal before confirming

Identify the exact item first, then read the confirmation carefully. Cancel if you only intended to edit, reconnect, or lock it. Removing a connection is different from deleting a social profile on its own platform.

PRODUCT PREVIEW · Review removal before confirming
Review removal before confirming. Highlighted controls are explained below.
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Delete. The highlighted control is the one described in this step.

Approve a post after reviewing its content

Check caption, media, platform preview, and channel choice first. Approval and scheduling are separate decisions where the interface provides separate actions.

PRODUCT PREVIEW · Approve a post after reviewing its content
Approve a post after reviewing its content. Highlighted controls are explained below.
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Approve. The highlighted control is the one described in this step.

Choose when the post should go live

Open scheduling, confirm the date, time, and timezone, and review selected channels. After saving, find the post in the queue or calendar to verify its planned time.

PRODUCT PREVIEW · Choose when the post should go live
Choose when the post should go live. Highlighted controls are explained below.
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Schedule. The highlighted control is the one described in this step.

Go to the previous page

Use Previous to browse earlier list results. Check the result count and retained filters so you know which set of items you are navigating.

PRODUCT PREVIEW · Go to the previous page
Go to the previous page. Highlighted controls are explained below.
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Previous. The highlighted control is the one described in this step.

Go to the next page

Use Next when more results are available. Search and filters still apply on the next page. A disabled button indicates that there is no further page in the current result set.

PRODUCT PREVIEW · Go to the next page
Go to the next page. Highlighted controls are explained below.
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Next. The highlighted control is the one described in this step.

Post filters

Open the action on the intended item, then review the fields in this dialog. The focused illustrations below explain each setting separately.

PRODUCT PREVIEW · Post filters
Post filters. Highlighted controls are explained below.

Close the settings dialog

Close the dialog when you have finished reviewing it. Use its Save action to apply intended edits; read any unsaved-change confirmation before leaving.

PRODUCT PREVIEW · Close the settings dialog
Close the settings dialog. Highlighted controls are explained below.
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Close dialog. Review this setting before applying the change.

Filter by social network

Choose the platform relevant to your search. Account, group, date, and client filters may also restrict the results. Clear unnecessary conditions if the expected item is missing.

PRODUCT PREVIEW · Filter by social network
Filter by social network. Highlighted controls are explained below.
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Platform. Review this setting before applying the change.

Choose the relevant account

Select the intended platform account. In a custom-field dialog this associates a value with a particular account; in a filter dialog it narrows the results. Read the dialog heading before applying the selection.

PRODUCT PREVIEW · Choose the relevant account
Choose the relevant account. Highlighted controls are explained below.
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Account. Review this setting before applying the change.

Filter by an account group

Choose the group whose posts or accounts you need. Review the group’s member accounts separately; its name alone does not establish which profiles are included.

PRODUCT PREVIEW · Filter by an account group
Filter by an account group. Highlighted controls are explained below.
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Group. Review this setting before applying the change.

Review the client association

Select the intended client where available. Check the linked account and the client’s optional permissions separately. A client association and publishing permission are different settings.

PRODUCT PREVIEW · Review the client association
Review the client association. Highlighted controls are explained below.
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Client. Review this setting before applying the change.

Set the start of the date range

Choose the earliest date to include in the post list. Pair it with End date and check that the start is not later than the end. A narrow range can hide otherwise valid posts.

PRODUCT PREVIEW · Set the start of the date range
Set the start of the date range. Highlighted controls are explained below.
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Start date. Review this setting before applying the change.

Set the end of the date range

Choose the latest date to include. Check the selected post state and the start date too. Clear both dates when you need to search beyond the current range.

PRODUCT PREVIEW · Set the end of the date range
Set the end of the date range. Highlighted controls are explained below.
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End date. Review this setting before applying the change.

Restore the unfiltered calendar

Use Clear filters to remove the current search and filter restrictions. Check the current calendar period afterward; clearing filters does not mean moving to a different date.

PRODUCT PREVIEW · Restore the unfiltered calendar
Restore the unfiltered calendar. Highlighted controls are explained below.
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Clear filters. Review this setting before applying the change.

Show the filtered results

Review each selected condition, then apply the filters. Check the resulting count and selected date range. Clear filters if you need to return to the broader list.

PRODUCT PREVIEW · Show the filtered results
Show the filtered results. Highlighted controls are explained below.
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Apply filters. Review this setting before applying the change.