Review and approve content

Review and approvals come with the Team plan, in your team workspace and every brand workspace under it. They show once a teammate or a client dashboard is there.

Send something for review

1. 01

   Open it

   In Planner, click a planner item. For a post, open its ⋯ menu in Scheduled instead.

2. 02

   Pick who checks it

   Click Send for review. Pick Any approver, or one or more people by name. Pick Client to send it to the client dashboard.

3. 03

   Pick what goes with it

   Under What to send, everything on the item is ticked: its plan notes, what's in its Content tab (a script, a video, or a board), its research board, the docs, videos, and pictures on those boards, and its posts. Untick anything they shouldn't see. Click a picture to leave just that one out.

4. 04

   Send it

   Add a note if it helps, then click Send. The item moves to its Review stage, if your planner has one.

Anyone in the workspace can send. Changed your mind? Click Take back on the item.

Sending to your client turns on Anyone with the link can comment for each doc, board, and video you send, so they can open them from their dashboard and leave comments. Videos open in the review player, with comments pinned to exact moments.

Why there are two boxes

A teammate review and a client review are separate. The box labeled Teammate review is your team's yes. The one labeled Client review is your client's. Click × on a finished one to clear it off the item. Your client's dashboard keeps its own record.

Approve what waits on you

When something waits on you, you see N waiting on you at the top of Publish and a count on the Publish row in the sidebar. You also get an email.

• Click the pill to open Scheduled with Needs approval at the top of the side list.
• Click Approve on the row. Or open the planner item and approve it there.
• Click Ask for changes, say what to fix, and click Send back.

Asking for changes moves the planner item back one stage and saves your note as a comment on it. The person who sent it gets an email with your note.

Who can approve

Person	Can send	Can approve
Workspace owner	Yes	Always
Approver	Yes	Yes
Other members	Yes	No
Your client	No	Only what you send them, in their dashboard

To make someone an approver, go to Settings → Members, click Edit access on their row, and pick Can approve content under Content approvals. Only owners can change this.

What the labels mean

Label	Meaning
Waiting on you	You're an approver it waits on
Waiting on Sam	It waits on the person named
Approved by Sam	Sam said yes
Edited since then	Someone edited it after the yes. Click Send again
Waiting on your client	It's in the client's To approve tab

Approving doesn't schedule anything. Planner items still move to Scheduled when their posts are scheduled.