Guides

Review and approve a post

Posts move from draft to in review to approved to scheduled. Reviewers and managers decide whether a post is ready. Only managers schedule and publish.

7 steps About 3 minutes 33s

Watch it in a short video

Muted, with captions. 33 seconds.

Before you start

  • The Reviewer or Manager role in the workspace.
  • At least one post in review (an editor or an AI agent submitted it).

Steps

  1. Step 1: Filter the feed to In review

    Open the workspace and click the In review filter. The number beside each filter is how many posts it holds.

    The posts feed filtered to In review, showing three posts
  2. Step 2: Open a post

    Click a post. The page shows status, publish time, who created it (people or an agent), the channels and, below the image, the caption and first comment.

    A post in review with Request changes and Approve buttons under the status
  3. Step 3: Check the preview

    Click Preview to see the post as it will appear on Facebook, on a phone or a desktop width.

    The Facebook preview of the post
  4. Step 4: Approve or request changes

    Approve moves the post to Approved. Request changes sends it back to Draft so the editor can fix it. Both are recorded in the activity log with your name.

    The post after approval, showing the status Approved
  5. Step 5: A manager takes over

    Managers also see Schedule, Publish now and Archive. Reviewers do not, so a post cannot go live by the same person who only reviews.

    The approved post as a manager sees it, with Publish now, Schedule and Archive buttons
  6. Step 6: Schedule the post

    Click Schedule. The post needs a publish date first. The status becomes Scheduled and each channel shows scheduled.

    The post with status Scheduled and both channels scheduled
  7. Step 7: Read the activity log

    Scroll to Activity. It lists who created, submitted, approved and scheduled the post, newest first, with the time in the workspace timezone. Status changes show the raw status names, such as draft to in_review. Agent actions carry an agent label.

    The activity log listing created, submit, approve and schedule actions with names and times

On a phone

The app is responsive, so the same steps work on a small screen.

The review page on a phone with the status and the Request changes and Approve buttons

Tips

  • Request changes returns the post to Draft. Say what to change in your message to the editor, because the log records the action, not a long comment.
  • You can review on a phone too. Scroll past the image to the status panel, where the Approve and Request changes buttons are.

Common questions

Why can I not approve a post?

Only reviewers and managers can approve, and only while the post is In review. Editors and viewers do not see the button.

Can I undo an approval?

Yes. Request changes works on an approved post too and returns it to Draft. A manager can also Unschedule a scheduled post to return it to Approved.

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