Create, schedule & publish

Manage Posts · visual field guide

An illustrated tour of Manage Posts with focused images of its controls and settings.

20 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 · Manage Posts
Manage Posts. 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.

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.

Publish after a final review

Share now is an immediate publishing action. Check all selected channels and previews before using it. If your workflow requires approval, complete that review first.

PRODUCT PREVIEW · Publish after a final review
Publish after a final review. Highlighted controls are explained below.
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Share now. The highlighted control is the one described in this step.

Change a queued post’s planned time

Open the date-and-time dialog for the intended post. Confirm the new timezone and time, save, then check the queue row or calendar for the updated schedule.

PRODUCT PREVIEW · Change a queued post’s planned time
Change a queued post’s planned time. Highlighted controls are explained below.
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Reschedule. 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 How to Write an Order Confirmation Email Customers Trust. 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 What Is A Social Media Funnel. The highlighted control is the one described in this step.

Reschedule a post

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

PRODUCT PREVIEW · Reschedule a post
Reschedule a post. 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.

Set the intended date

Choose the date for this post. Read the displayed date format carefully and confirm the time and timezone before saving the schedule.

PRODUCT PREVIEW · Set the intended date
Set the intended date. Highlighted controls are explained below.
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Date. Review this setting before applying the change.

Set and check the time

Choose the intended hour and minute. Check AM/PM if the field uses a 12-hour display, and confirm the account’s timezone before saving.

PRODUCT PREVIEW · Set and check the time
Set and check the time. Highlighted controls are explained below.
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Time. Review this setting before applying the change.

Verify the new preview schedule

Save the sample schedule, close the dialog, and inspect the intended post’s queue row or calendar position. This local action changes sample data rather than a live publishing schedule.

PRODUCT PREVIEW · Verify the new preview schedule
Verify the new preview schedule. Highlighted controls are explained below.
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Save sample schedule. Review this setting before applying the change.