Social Media Help

Master your content scheduling, team workflows, and multi-platform posting.

Overview Views Creating Posts Hashtags Organization Workflow Advanced

Status Workflow

Posts move through a series of statuses as they're created, reviewed, and published:

Draft → Pending → Approved → Scheduled Externally → Posted
Status Who Can Change It Next Steps
Draft Owner or Collaborator Edit content or submit for approval
Pending Approval Owner Review and approve, or request changes
Approved Owner or Collaborator Copy or download the handoff, then schedule it on each platform
Scheduled Externally Owner or Collaborator After publication, save the live URL and mark as Posted
Posted - View in Post-Mortem, consider for evergreen
Rejected - Returns to Draft for creator to revise

Approval Process

When working with a team, posts go through an approval workflow:

For Content Creators

  1. Create your post as a Draft
  2. When ready, click Submit for Approval
  3. Post moves to Pending Approval
  4. Wait for reviewer to approve or provide feedback
  5. If changes requested, edit and resubmit

For Reviewers (Owners)

  1. Check the Approval Queue for pending posts
  2. Review the post content, media, and scheduling
  3. Click Approve to make the post ready for handoff, or
  4. Click Request Changes with feedback
  5. If rejected, post returns to creator as Draft

Publishing: Story Signal never sends the post to a social platform. After approval, use the post detail handoff to copy text or download the captions, hashtags, checklist, and ordered media.

Team Roles & Permissions

Different team roles have different permissions in the Social module:

Action Owner Collaborator Viewer
View all posts Yes Yes Yes
Create posts Yes Yes No
Edit own posts Yes Yes No
Edit any post Yes Yes No
Mark scheduled externally Yes Yes No
Approve posts Yes No No
Delete posts Yes Yes No
Manage pillars/campaigns Yes Yes No

Scheduling Posts

Set when your posts should go live:

Setting a Schedule

  1. When creating/editing a post, find the Schedule section
  2. Select the Date using the date picker
  3. Select the Time for posting
  4. Choose the Post Type (Feed, Story, Reel, etc.)
  5. Save the post

Best Times to Post

General guidelines (adjust for your specific audience):

  • Instagram: 11am-1pm and 7pm-9pm local time
  • TikTok: 7pm-9pm, especially Tuesday-Thursday
  • Facebook: 1pm-4pm on weekdays
  • Twitter: 8am-10am and 12pm-1pm
Tip

Check your platform analytics to find when YOUR audience is most active, as it varies by niche and location.

Troubleshooting

Approval queue is empty but I have pending posts

Solution: The approval queue shows every pending post in the workspace. Only owners can approve or request changes; collaborators and viewers have read-only access to the queue.

Can't schedule a post directly

Solution: A post must first be Approved by the workspace owner. Then an Owner or Collaborator can use the publishing handoff and mark it Scheduled Externally.

Post stuck in Pending Approval

Solution: Ask the workspace owner to open the Approval Queue and approve it or request changes.

Organization