Using the Planner
Plan your month in a list view, drag drafts from the backlog onto days, swap and move posts, filter your plan and act on many posts at once.
The Planner shows your scheduled posts as a list, day by day and week by week. It's built for planning. You can see at a glance what's going out and when, fill gaps by dragging in drafts, and move things around with drag and drop.
Open it from Plan > Planner in the left-hand menu.
ℹ️ Planner or Calendar? Both show the same posts. The Calendar is a visual month or week grid. The Planner is a detailed list with a drafts backlog, filters and bulk actions, which makes it better for organising a busy schedule.
Reading the Planner
The Planner shows one month at a time, split into weeks (Week of ...). Use the arrows at the top to move between months, or set a Date Range.
Each post is a row with these columns:
| Column | What it shows |
|---|---|
| Time | When the post is scheduled to go out |
| Post | The caption and a media thumbnail |
| Label | The post's label, if it has one |
| Socials | The accounts it's going to. After publishing, each one shows ✓ if it published or ✕ if it failed. |
| Assignee | The team member the post is assigned to |
| Status | Scheduled, Scheduled Draft, Scheduled for Approval, Attention Needed, Published or Rejected |
| Actions | Edit, preview, reschedule or delete |
Days with nothing scheduled show Nothing scheduled — drop a post or draft here, so gaps in your plan are easy to spot.
ℹ️ On a tablet in landscape, the Socials and Assignee columns are hidden to make room.
Scheduling drafts from the backlog
Click Drafts backlog to open a panel listing your draft posts.
To schedule a draft:
- Drag it from the backlog and drop it onto a day.
- Pick the time you want it to go out.
The draft is scheduled straight away.
You can also click the Schedule draft button on a draft in the backlog to pick a date and time without dragging.
ℹ️ A draft needs at least one social account selected before it can be scheduled. If it hasn't got one, you'll see "This draft has no social accounts selected". Open it in Composer, choose the accounts and save it, then try again.
Moving and swapping posts
Grab a post by its drag handle and:
- Drop it on an empty day to move it to that day. Its time stays the same.
- Drop it on another post to swap their times.
You can also choose Reschedule… from a post's menu to pick a new date and time.
A few rules apply:
- You can't move a post into the past.
- You can't move a published post. To post it again, make a copy with Repurpose on the Content page.
- How far ahead you can schedule depends on your plan. If you see "Date too far into the future for this subscription type", pick an earlier date or upgrade.
Post actions
Each post's Actions menu has:
- Edit in Composer: open the post to change it
- Preview: see how it will look
- Reschedule…: pick a new date and time
- Move to recycle bin: delete it. Deleted posts can be restored from the Deleted tab on the Content page.
Filtering the Planner
Click Filters to narrow down what's shown. You can filter by:
- Images or Videos, to show only posts with at least one image or video
- Status
- Labels
- Socials
- Assignee
- Date Range
Active filters appear as pills at the top. Click ✕ on a pill to remove that filter, or click Reset to clear them all.
Working with several posts at once
Tick the box on each post you want to work with, or use the box in the header to select everything shown. A bar appears at the bottom of the screen with these actions:
- Delete selected posts
- Send to a client for approval, which creates a Client Approval Link for the selected posts (Teams plan)
- Clear selection
When nothing is selected, the + button in the same place opens Composer so you can create a new post.
We are always here to help, so please reach out to [email protected] with any questions!