Plan and post
Calendar, chat and files
You get one place to ask, one place to find your work, and one place to plan your posts.
Four views, one Canvas
The top bar has four tabs. They share the same brand and accounts.
- Canvas: Sources on the left, the Brain in the middle, Actions on the right. Once you add a Publishing or Email card, the Publishing column appears beyond them.
- Calendar: what is planned, ready and posted, day by day.
- Chat: your conversations and the work each one made.
- Files: everything saved, in folders you can search.
On the Brain card, Insights opens your numbers (see below). This week opens Calendar. Anything that needs a decision is in the bell, under Needs you.
Chat: ask Superdirector
Type in the ask bar at the bottom of the Canvas (“Ask Superdirector…”). Press Enter or Send. If a card is open, a With: … chip adds it to your message. Remove the chip to leave it out.
Chat opens with the reply. On the left, Conversations has New conversation and Search conversations.
If it suggests an account, the card reads Suggested for your Sources. Choose Add @handle to Sources or Not now. A suggested action reads New action, with Add to Canvas.
Work made in a chat opens beside it. Use Show Script, Show Carousel or Show Post to open it, and Hide … to close it.
Repeating work
Chat does not set up repeating work. To make something every week, give its action card a schedule on the Canvas.
An older scheduled chat keeps running. Its title row shows the time, with Stop repeating or Cancel. Work that already started still finishes.
The Conversations button beside Send on the Canvas opens your latest conversation in Chat, with the earlier ones in the list beside it.
Calendar: plan your posts
- Pick one account on the left, or All accounts.
- Choose Week or Month. Use Previous, Today and Next to move.
- Add opens Schedule. Pick a piece from Your finished work, then a day, time and account.
- Open an item to see its next step, such as Review, Choose account or Reschedule. More is under ⋯.
- A draft whose day passed waits in the Unscheduled row. Give it a new day, or archive it.
- Action cards with a schedule are listed under Scheduled actions. Choose one to open its settings on the Canvas.
An item with no account reads No posting account yet. Choose Choose account, pick one in Account, then Save. Nothing changes until you save.
On Week, pick one account to see only its posts. Go back to All accounts to see them all.
Drag the drafting bar to move it. The posting day stays put. Drag an end to make it longer or shorter. With the keyboard, Alt and an arrow key move it a day, and Enter opens it.
Drag the post itself to move everything. The drafting dates move with it.
- You can’t move a post into the past. The drag stops at today and says Pick a later time.
- A post marked Not posted can move to today or later.
- A post that went out stays on its day. A post found on your account with no plan offers Link to content.
Insights: your numbers
Choose Insights on the Brain card. The panel shows your results only. With two or more accounts, the Accounts list sits on the left.
- Progress shows your followers against your goal. Days with no check stay blank. No goal yet? Choose Set a goal.
- What changed lists posts doing better than usual, posts taking off, and what is new since your last visit.
- With two or more accounts, How your accounts compare puts them side by side. Show on canvas jumps to the card.
- Pick one account to see its details. Back to all accounts returns.
Files: everything you saved
Open Files. The folders are Made, Reports and lists, Brand and notes and From your old workspace. In Made, pick All, Carousels, Video scripts or Posts. Archived holds what you put away.
Use Search files, or open a folder.
Open a file. Its ⋯ menu has Show on canvas and the download options. On a phone, Back to files returns to the list.
- A file that gets posted says where it goes, for example Posts to @brand · waits for your OK.
- In Brand and notes → Notes and uploads, use Upload a file or New note. You can rename, copy or delete your own files.
- Formats: .md, .txt, DOCX, PDF, PNG, JPEG, WebP, MP4, WebM and WAV.
- Size: PDF and DOCX up to 25 MiB. Images, video and audio up to 4 MiB. Text and notes up to 50,000 characters.
- Saving a file does not mean every page or frame is read.