Introduction To Publish

Comprehensive insights into the functionality of the Publish feature, including approval workflows, bulk scheduling, strategic planning, and more

Publish Sidebar Sections

The Publish sidebar lists every Planner section in one place: search, All Posts, Drafts, Needs Approval, Failed, projects, folders and your publishing tools.

Who Can Use The Publish Sidebar?

Everyone in a space who can open Publish sees the sidebar. What each section shows depends on your access. For example, Needs Approval only lists posts you can approve when you pick Posts I can approve.

Click Search at the top of the sidebar to find any item in it without scrolling. Results filter as you type. Use Up and Down to move through results and press Enter to open the selected one.

The sidebar search matches section, project and folder names. For example, typing Dra brings up Drafts. It does not list posts. To find a post, click the search icon in the toolbar of All Posts instead.

Create Options

Click Create options at the top right corner of the sidebar to create a project or a folder.

All Posts

Shows every post and event across your connected profiles. Use filters to find the post you need. You can view them in five layouts:

  • List: A date-by-date list of posts and events.

  • Week: Posts and events by day, so you spot gaps in your week.

  • Month: Your full monthly content calendar.

  • Grid: Instagram posts laid out the way they'll appear on your feed.

  • Preview: How posts will look on each network before they go live.

From here you can also open the Asset Manager and Post Performance. Learn more in Content Editorial Calendar: List, Week And Month View.

Pin Sections To The Sidebar

By default, the sidebar shows All Posts. The other sections sit under More: Shared With Me, Drafts, Needs Approval, Rejected, Failed, Recalled and Past Reminders.

Pin the sections you use most so they stay in the sidebar. Click the pin icon next to a section in More to add it to the sidebar, and click it again to remove it. A blue pin means the section is pinned.

Shared With Me

Lists posts your team shared with you and posts you created. Click a post to open its detail view.

Drafts

Lists draft posts. Switch between:

  • All my drafts: Only drafts you created.

  • All of my team's drafts: Drafts anyone on your team created and shared with you.

Needs Approval

Lists posts waiting for review. Switch between:

  • All of my team's approvals: Every post awaiting approval across your team. Useful for managers and admins.

  • Posts I can approve: Only posts you have permission to review.

Switch between Classic view and Table view at the top right of the list.

Learn more in Understanding Approval Workflows.

Rejected

Lists posts rejected during approval, including posts rejected automatically by Publish Rules.

Failed

Lists posts that couldn't publish because of expired tokens, permission issues or network errors. Open a post to see why it failed, then click Retry now or reschedule it. You only need to edit the post if the error asks for it.

Recalled

Lists posts the creator pulled back after submitting them for approval. It also holds Expired posts: posts whose scheduled time passed before anyone approved them.

Past Reminders

Lists Instagram posts published with the mobile reminders method.

Projects

A project is a calendar view you set up around a goal, client or content stage. Projects you created, and projects shared with you or your whole team, appear here and open in one click. Learn more in Projects.

Folders

Group projects into folders by client, campaign, team or purpose.

  • Create a folder from Create options.

  • Add a project to a folder when you create the project.

  • Drag and drop projects and folders to rearrange them.

  • Expand or collapse a folder in the sidebar.

Opens the BrewLink in Bio window, where you customize your public BrewLink site: a clickable copy of your Instagram grid with a link on each post.

Collaboration Invites

Lists pending collaborator invites from brands. Choose the Instagram profile at the top to check its invites. When there are none, you see No collaboration invites.

Asset Manager

Opens the Asset Manager, where you create, organize, edit and publish assets from one place.

RSS Feeds

Turns content from news sites, blogs and other publications into social posts for your connected profiles.

Publish Rules

Automates parts of your publishing workflow to prevent inconsistent messaging, missed approvals and compliance issues.

Bulk Scheduling

Upload one CSV file with captions, post times, images, GIFs and video links to fill your calendar.

Category

Schedule several posts per profile that publish automatically throughout the day.

Calendars

A calendar in a space shows your posts, drafts and events in one view, so you can plan and manage campaigns.

Sorting Option

Use the Sorting dropdown to order posts in Shared with me, Drafts, Needs Approval, Rejected, Failed, Recalled and Past Reminders:

  • Scheduled time soonest: Posts due to publish first are on top.

  • Scheduled time furthest: Posts scheduled furthest out are on top.

  • Last modified oldest: Posts nobody has touched for longest are on top. Good for spotting stuck posts.

  • Last modified newest: The latest edited posts are on top.

Drafts opens sorted by Last modified newest. The other sections open sorted by Scheduled time soonest.


FAQs

Why Can't I See The Publish Sidebar?

The sidebar is collapsed. Click (collapse sidebar) at the top left of Publish to open it again. Use the same icon, next to Create options (+), to hide the sidebar when you want more room for your posts.

Why Can't I Find My Post In The Sidebar Search?

The sidebar search finds sections, projects and folders by name, not posts. To search posts, click the search icon in the toolbar of All Posts.

Where Do I Find Rejected, Failed And Recalled Posts?

Click More in the sidebar and choose the section.

Where Do Expired Posts Go?

Posts whose scheduled time passed before approval move to Recalled and are marked Expired.

How Do I Fix A Failed Post?

Open it from Failed, read the reason in the detail panel, then click Retry now or reschedule it.

Why Can't I See My Team's Drafts?

Switch the Drafts toggle to All of my team's drafts. You only see team drafts that are shared with you.