Creating, editing, and approving/viewing draft posts in a team

The Drafts feature in SocialBu allows team members to collaboratively create, edit, review, and schedule posts before they go live. This ensures a smooth workflow, better coordination, and quality control.

In this article, we will cover:

1. How to create a draft post in a team
2. How to view and edit a draft post
3. How to filter to find draft posts
4. Team collaboration on drafts
5. FAQs

Step 1: Create a Draft Post

1. Go to your SocialBu dashboard and click New Post to open the post composer.
2. Design your post by adding text, media, links, etc.
3. Select the relevant Team from the dropdown at the top.
4. Choose the social media accounts where this post may later be published.
5. Instead of publishing or scheduling, select the option to Save as Draft.

This will save the post for later editing, review, or approval by your team.

Step 2: View and Edit Draft Posts

1. Go to the Publish section from the left-hand menu.
2. Click on the Drafts tab to see all draft posts created by you or your team.
3. Click on any draft to edit, schedule, or publish it.

Step 3: Filter to Find Specific Drafts

If you don’t see the draft you're looking for:

1. Use the Filter option (🔽) at the top-right of the Drafts section.
2. Apply filters by team, account, or date to narrow your search.
3. Once the draft appears, click on it to proceed with edits or publishing.

Team Collaboration on Drafts

• Team members can view each other's drafts depending on permissions.
• You can use drafts to collaborate, review, or approve content before it is posted.
• Drafts help maintain content consistency and allow review cycles without needing to publish immediately.

FAQs

• Can all team members view and edit all drafts?

Only if they have the appropriate permissions. Admins can manage these under “Members and Access.”

• Can I schedule a draft post instead of publishing it immediately?

Yes. After editing a draft, choose the Schedule option instead of Post Now.

• Are drafts visible across all teams?

No. Drafts are specific to the team they were created under.

• What happens to drafts if a user is removed from a team?

The drafts they created will remain but may require reassignment or admin review for publishing.

Need Further Assistance?

If you have any other concerns or queries, email us at support@socialbu.com 📩