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 type is not just a label: it decides where the item publishes on Instagram and how much media it can carry. Post and Event go to the feed (one item, or a carousel of up to 10). Story goes to stories (up to 10 frames). Reel takes one video and nothing else. Print and Photo shoot publish nowhere. A type your admin adds goes to the feed. See Publishing to Instagram.

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.
• Work the media gallery: attach several photos or videos, drag to reorder them, set the cover, remove one, save one to the Library, or download what is attached. A counter reads how many items you have against the limit for this type, and a note says what the set will publish as.
• 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 it goes out from there, from the board, the Schedule or the drawer.

What that last step does depends on the brand. If the brand’s Instagram account is connected, moving to posted is what publishes it: the confirmation reads Publish to Instagram and its button reads Publish now. If the brand is not connected, the confirmation reads Mark posted, the Social Media Manager posts on Instagram themselves, and the link goes in the optional field.

Either way the item then carries a Posted by stamp with the name and time, everywhere it appears. Posted is the end of the board; the one move back out of it is a restricted un-publish that returns the item to Approved and clears the posted record. See Publishing to Instagram.