Approval Workflows
Set up content approval processes with review queues, status transitions, and approval history for quality control and compliance.
Approval Workflow Overview
Approval workflows ensure content quality and compliance before publishing. Set up review processes with multiple approval stages, assignees, and audit trails for enterprise-grade content governance.
Post Status Workflow
Posts flow through status transitions: DRAFT → IN_REVIEW → SCHEDULED → PUBLISHED. Alternative paths: REJECTED, CHANGES_REQUESTED, CANCELLED. Only authorized users can transition between statuses based on role.
User-Changeable Statuses
- DRAFT - Initial creation, work in progress
- IN_REVIEW - Submitted for approval
- SCHEDULED - Approved, queued for publishing
- PUBLISHED - Live on platforms (auto-set by system)
- ARCHIVED - Removed from active calendar
PUBLISHING and FAILED are system-only statuses that cannot be manually set.
Submitting Content for Review
To submit a post for review: Complete post content and media, Optionally assign reviewer(s), Change status from DRAFT to IN_REVIEW, Add review notes if needed. Assigned reviewers receive notification via email and in-app.
- Creator creates post in DRAFT
- Creator clicks 'Submit for Review'
- Post status changes to IN_REVIEW
- Reviewers notified
- Post appears in Approval Queue
Approval Queue
Reviewers access the Approval Queue to see all posts pending review. The queue shows: Post thumbnail and caption, Assigned reviewer(s), Days pending review, Platform targets, Category and campaign.
Filter queue by: Status (IN_REVIEW, DRAFT, PUBLISHED), Assigned to me, Date range, Platform, Campaign.
Reviewing Content
Reviewers can: View full post with media, Read caption and hashtags, Check platform targeting, Review scheduled date/time, Add internal comments, Take action (Approve, Reject, Request Changes).
Use internal comments to provide feedback. Comments are visible to team but never published publicly.
Approval Actions
Reviewers have three actions:
- APPROVE - Move to SCHEDULED status (ready to publish)
- REJECT - Move back to DRAFT with rejection reason
- REQUEST CHANGES - Move to DRAFT with specific change requests
Each action requires a comment explaining the decision. Actions are tracked in approval history with timestamp and user.
Approval History
View complete approval history for any post with: Timeline of all status changes, Who made each change, When changes were made, Comments and reasons, Icon-coded actions (Check=approved, X=rejected, Clock=pending).
Internal Comments
Add internal comments at any time during review: Provide feedback, Ask questions, Request specific changes, Document decisions. Comments are threaded and timestamped. @mention team members to notify them.
Internal comments are never published publicly. They're for team communication only.
Status Badges
Posts display status badges for quick identification: Draft (gray), In Review (yellow), Scheduled (blue), Published (green), Failed (red), Archived (gray). Badges appear in calendar, post lists, and approval queue.
Multi-Level Approval
For high-risk content (legal, medical, financial), implement multi-level approval: Level 1: Manager approval, Level 2: Legal/Compliance review, Level 3: Executive sign-off. Assign multiple reviewers and require all approvals before SCHEDULED status.
Multi-level approval is a manual process - assign multiple reviewers and track in comments. Automated multi-level approval coming soon.
Approval Notifications
Team members receive notifications when: Post is submitted for their review, Post they created is approved/rejected, They're mentioned in a comment, Post they're reviewing is changed by another user.
Bulk Approval
Approve multiple posts at once (coming soon): Select posts in approval queue, Click 'Bulk Approve', Add optional comment, All selected posts move to SCHEDULED. Useful for campaigns with pre-approved content templates.
Best Practices
- Define clear approval criteria and communicate to team
- Use internal comments to provide constructive feedback
- Review posts within 24 hours to avoid bottlenecks
- Assign specific reviewers for accountability
- Document compliance requirements in guidelines
- Regularly audit approval history for quality trends
- Train creators on approval standards to reduce rejections