We offer 3 different Approval Workflows which determines how a post is created from the moment it is drafted until it is published and live on your social media channel. The workflow you select does not impact pricing in any way, and you can change the workflow of a calendar at any time.

Workflows 

1. Original Workflow: 

Original Workflow allows you to review and approve posts, with 6 different post states (Draft, Pending Approval, Requires Edit, Approved, Scheduled, and Published). This workflow is ideal if multiple collaborators are involved in the approval process.

👥✚     More than 1 collaborator in charge of approval
✅+7    7 post states (Draft, Pending Approval, Requires Edits, Approved, Scheduled,                                    Published, and Canceled)

2. Lite Workflow

Lite Workflow automatically schedules approved posts, with 5 different post states (Draft, Pending Approval, Requires Edit, Scheduled, and Published). This workflow is ideal if one collaborator is in charge of the approval process.

👤         1 collaborator in charge of approval
✅+6    6 post states (Draft, Pending Approval, Requires Edits, Scheduled, Published                                       and Canceled)

3. Zero Workflow

Zero Workflow automatically schedules approved posts, with 3 different post states (Draft, Scheduled, and Published). This workflow is ideal if one collaborator is in charge of the approval process.

🚫       No approval steps
✅+4   4 post states (Draft, Scheduled, Published, and Canceled)


Note: The Original Workflow will be the default workflow, so please make any necessary updates to a calendar's workflow. For example, if there is only one collaborator responsible for the approval, there is no reason to keep an original workflow because your collaborator will have to update the status of the post twice (approve then schedule), rather than automatically schedule for approval.

How to update a Calendar's Workflow

  • Go to the Calendar Settings 

  • Go to the Workflow tab

  • Select the workflow that is most suitable for the calendar

  • Confirm the change by selecting Yes

📝 Note:

  • Regardless of the workflow you choose, the collaborator who is responsible for the next step will need to be assigned when the status of a post is updated so they are aware and notified. Check out our article here for reasons why you or your collaborator may not be receiving notifications. 

  • We also have Custom Workflows available on select plans. Custom Workflows allow you to automatically assign users to specific post statuses and to block movement into a post state until required users act.


Did this answer your question?