The content board

Move every piece of content through six stages — from idea to posted — on the Pipeline board.

Every post, story or reel in Studio moves through the same six stages, so at any moment you can see exactly where a piece is stuck and who it’s waiting on. The Pipeline page is the board where that happens — one column per stage, one card per piece of content.

The six stages

The stages themselves are fixed. Content moves one stage at a time — no skipping from Idea straight to Approved.

Moving cards on the board

Drag a card into the next column, or use the card’s Move to… menu (the three-dot button that appears when you hover or tab to a card) — both do the same thing, and both only offer moves your role is allowed to make.

While you drag, columns you can’t drop into fade out. If a move isn’t allowed — say a Designer drags a card into Approved — the card snaps back with a message. Only someone who can approve (the Director, or a tenant admin) can move a card out of Review, and only someone who can post can move Approved to Posted.

Create content

You need the create permission — Directors, Account Leads and Designers all have it. Press New content at the top of the board, or Add to ideas at the foot of the Idea column.

The form asks for the Brand (pre-filled unless you’re viewing All brands — then you must pick one), Type, Priority, a Title, a scheduled date, and optionally a Campaign, an Assignee, a Designer, a Caption and an image.

Note: Directors and Account Leads also see a “How do you want to add this?” picker at the top — Into pipeline starts the item at Idea, Schedule directly skips straight to Approved on the schedule, and Already posted logs something that’s already live.

Content types

Studio ships five built-in types — Post, Story, Reel, Event and Print — and your admin can add more (a “Photo shoot” type, for example) from Settings. The type picker always shows your workspace’s current active types.

The task drawer — the full record

Click any card to open its drawer. Everything about the item lives here, and anyone with edit rights can change it in place:

• Retitle it, edit the Caption, and keep Notes (internal) for the team.
• Attach or Replace the image, or download the current one.
• Set the Client (brand), Scheduled date, Assigned to, Designer, Campaign, Type and Priority — each change saves immediately.
• Paste the Instagram post link once it’s live.
• View on phone shows a realistic phone preview of the post, story or profile grid.

The drawer’s footer always shows your one next step for the current stage — Send to design, Mark design done, Send for approval, Approve, or Mark posted — and only ever the actions your role allows.

Filters and priority

The bar above the board filters by type and campaign, and by priority. Priority is Low, Medium or High: high- and low-priority cards carry a small pill (Medium, the default, stays quiet), the ↓ Priority toggle re-orders each column high-first, and My work can group your queue by it.

Approvals — the sign-off inbox

Approvals in the sidebar is the dedicated queue of everything sitting in Review for the brand you’re viewing, most urgent first. Approvers — the Director or a tenant admin — get Approve and Send back on every row, plus a Preview that opens the phone-frame mock-up with the full caption and notes alongside, so sign-off never needs the actual phone.

A Social Media Manager sees the same queue read-only, with a note that the items are with the Director — useful for chasing, not deciding.

After approval

Approval doesn’t post anything. The item lands in Approved, and posting is recorded from the Schedule board — the Social Media Manager posts it on the channel, presses Mark posted, and adds the post link. From then on the item shows a Posted by stamp with the name and time, everywhere it appears.