User Guide

Content board

Your whole pipeline on one screen: what you might write, what you are writing, what is booked, and what already went out.

Overview

Content → Board is the Kanban view of your content. The calendar answers “what goes out Thursday?” The board answers a different question: “how much have I actually got, and where is it stuck?”

Four columns, left to right, in the order work moves through them. Every column loads at once, so the shape of your pipeline is visible in a glance: a fat Draft column and an empty Scheduled column is a very specific problem, and you can see it without clicking anything.

The four columns

The content board with Idea, Draft, Scheduled and Published columns of post cards, and status filters above them.
ColumnWhat lands there
IdeaSaved ideas that have not become posts yet. Promote one and it becomes a draft.
DraftPosts in progress, including anything waiting on approval. A post sent for review stays visible here with an “In review” badge instead of disappearing between columns.
ScheduledEverything booked to go out, soonest first.
PublishedThe last 30 days of posts that went live. Older posts are still there in the list and calendar views; the board keeps a recent window so the column stays readable.

Drag to schedule

Drag a card from Draft to Scheduled to book it. It goes out on the platforms already selected on the post, so the drag is a scheduling decision only: you are not also picking channels by accident.

You can drop it into your next open queue slot or pick an explicit time. Queue is the right default: it keeps your cadence even without you thinking about it.

A post with a pending required review will not publish at its scheduled time until every required reviewer approves. Scheduling it is safe; it just waits. See Approvals.

Drag back to unschedule

Drag a card from Scheduled back to Draft and it comes off the schedule. Nothing is deleted: the post keeps its content, its channel copies, and its media, and simply stops being booked.

This is the move to reach for when you want a post off Thursday. Deleting would take the whole post and every platform version with it, which is almost never what “not this week” means. The same thing is available as an Unschedule action on the post rows in the list view.

Two things cannot be dragged back, and the board does not offer it for them: a post held for approval (pulling it back would throw away the pending review) and a post that is already going out (it is past the point of recall).

Published is not a drop target in either direction. You cannot drag something into being published, and a published post cannot be dragged back into draft.

Reordering your work

Cards in Idea and Draft can be dragged up and down within the column, and the order sticks. Those two columns have no natural sort worth defending, so the order is yours: put what you intend to write next at the top.

Cards you have never dragged sort by recency and sit above the ones you have placed, so something brand new never gets buried under an order you set last month. Scheduled sorts by time and Published by when it went out, so neither is hand-orderable.

What a card tells you

  • The opening lines of the post, so you can recognise it without opening it.
  • Its platform icons.
  • Its tags, in their colours.
  • Its scheduled time, or how long ago it was posted.
  • An “In review” badge when it is waiting on approval.

Click any card to open it in the composer.

Whose posts you see

The board is deliberately your board: it shows your own ideas, drafts, scheduled, and published posts in the current workspace. It is a personal work surface, so a busy team account does not turn it into an unreadable wall.

Switching workspace switches the board with it, which is what makes it usable for an agency operator working across several clients.

Board vs. calendar

Use the board when you are deciding what to work on: it shows volume and bottlenecks. Use the calendar when you are deciding what goes out when: it shows cadence, gaps, and your tag mix across the week. They are two views of exactly the same posts.