Documentation

Posts

The Posts page is your main workspace for creating, organizing, and managing social media posts. It uses a kanban board layout where posts move through status columns as they progress from idea to …

The Posts page is your main workspace for creating, organizing,
and managing social media posts. It uses a kanban board layout
where posts move through status columns as they progress from
idea to published.

Click "Posts" under Creator Pro in the sidebar, or navigate
to /posts.

Posts are organized into columns (lanes) by status:

  Idea       -- Initial ideas and early drafts (blue)
  Approved   -- Content reviewed and ready to go (green)
  Posted     -- Published content (purple)

Each post appears as a card showing:
  - Post title
  - Scheduled date (or "UNSCHEDULED" warning if no date set)
  - Publish mode badge (AUTO, DRAFT, NOW)
  - Platform icons

Cards are sorted within each lane by scheduled date (earliest
first), with scheduled posts appearing above unscheduled ones.

On mobile, lanes appear as collapsible vertical sections instead
of side-by-side columns.

On desktop, drag a post card from one lane to another to change
its status instantly. The change saves automatically. If the
save fails, the card reverts to its original lane.


POST QUICKVIEW (Desktop Sidebar)
---------------------------------
Click any post card on the kanban board to open the Quickview
panel on the right side. It shows:
  - Post media thumbnails
  - Title
  - Status and publish mode badges
  - Revision notes (if a reviewer requested changes)
  - Scheduled date and time
  - Post type
  - Content description
  - Notes
  - Platform list
  - Caption preview (first 2 platforms, 120 chars each)
  - Copy All button (copies all captions)
  - Preview, Edit, and Delete buttons

You can also click the status badge to cycle through statuses.


CREATING A NEW POST (Post Wizard)
-----------------------------------
Click "New Post" to open the 6-step Post Wizard:

Step 1 -- Post Type
  Choose what kind of post you are creating:
  Video, Photo, Carousel, or Text.

Step 2 -- Content (Media Upload)
  Add your media files. You can:
  - Drag and drop files onto the upload zone
  - Click to browse local files
  - Browse your Gallery to pick existing assets
  - Click "AI Suggest Content" (if you have entered a topic)
  - Create a Shotlist to plan what to shoot

  Supported formats: JPG, JPEG, PNG, GIF, WebP, MP4, MOV, WebM
  Max file size: 50MB per file

  Click the pencil icon on any image thumbnail to open the
  Image Editor for cropping and aspect ratio adjustments.
  Aspect ratio changes apply to all images in the post.

Step 3 -- Describe Content
  Describe what is in your photo or video. This helps the AI
  generate better, more relevant captions.

Step 4 -- Message / Topic
  Enter:
  - A brief topic or campaign name for this post
  - What you want the post to say or convey

Step 5 -- Caption
  Write or generate your caption:
  - Select which platforms this caption targets
  - Use the inline Hook Tester to find a strong opening line
  - Click "Generate" to create an AI caption using your topic,
    description, and brand voice
  - A character count is shown below the text area

Step 6 -- Schedule
  Choose how the post should be handled:
  - Auto-Post: Set a date and time; publishes automatically
  - Schedule: Set a date and time; stays in scheduled state
  - Draft: Save for later with no date required
  - Post Now: Publish immediately when saved

  For Auto-Post and Schedule modes, pick a date from the
  calendar (which shows existing posts as dots) and set a time.

  For Schedule mode, you can also set a workflow status
  (Idea, Draft, Approved, etc.).

  A summary card shows your selections before you finalize.

The wizard auto-saves your progress at each step. If you close
the wizard, your draft is preserved so you can resume later.

You can skip optional steps (2-5) using the "Skip" link.

Navigation: Use Back/Next buttons. The final button changes
based on your publish mode (e.g., "Auto-Post", "Schedule",
"Save Draft", "Publish Now").

Click "Edit" from the Quickview panel or double-click a post
card to open the Edit Post Dialog.

The editor has two panels:
  Left panel:
  - Media management (add, remove, edit images)
  - Publish mode selector (Auto-Post, Schedule, Draft, Post Now)
  - Date and time fields
  - Copy Caption button
  - Shotlists section (create or view linked shotlists)
  - Delete Post button

  Right panel:
  - Title input
  - Post type selector
  - Platform buttons (toggle on/off)
  - Inline Hook Tester
  - Caption text area with AI Generate button
  - Content description
  - Notes (internal, not published)

Footer actions:
  - Preview (if media attached)
  - Cancel
  - Publish Now (if eligible)
  - Save

Click "Preview" to see how your post will look on each platform.
The preview modal shows platform-specific mockups:

  Instagram -- Profile header, media carousel, action bar, caption
  Facebook  -- Profile header, caption, media, reaction bar
  X         -- Dark background, handle, caption, media, action bar
  Threads   -- Dark background, minimal header, caption, media
  LinkedIn  -- White background, profile header, caption, media

Switch between platforms using the tabs at the top. If your post
has multiple images, use the carousel arrows to browse them.

Use the toolbar filters to narrow down the kanban board:

  Status    -- All, Idea, Draft, Approved, Scheduled, Published
  Type      -- All, Video, Photo, Carousel, Text
  Platform  -- All, Instagram, Facebook, X, Threads, LinkedIn
  Date      -- All time, Unscheduled, This week, This month,
               Last 30 days, Next 30 days
  Search    -- Search by title or caption text

The toolbar shows the total filtered post count and how many
are unscheduled.

1. Click "Select" in the toolbar to enter batch selection mode.
2. Click individual post cards to select/deselect them, or use
   "Select All" to select everything in the filtered view.
3. A count of selected posts appears in the batch action bar
   at the bottom.

Available batch actions:
  - Send for Review: Submit selected posts to an external reviewer
  - Change Status: Pick a new status and apply to all selected
  - Delete: Two-click confirmation (click once to arm, click
    again within 3 seconds to confirm)
  - Cancel: Exit batch mode

If some operations fail, a banner shows how many could not be
updated.

Posts move through these statuses:

  Idea --> Draft --> Ready to Go --> Pending Review -->
  Revision Requested --> Approved --> Scheduled --> Posted

You can change status by:
  - Dragging between kanban lanes
  - Clicking the status badge in the Quickview
  - Using batch status change
  - Setting it in the Edit Post Dialog

- Use the "Skip" links in the Post Wizard to quickly create a
  bare-bones draft, then flesh it out later.
- The auto-save feature in the wizard means you never lose work.
  If you close the wizard, your draft appears in "Resume Where
  You Left Off" on the Home page.
- Apply aspect ratio edits to one image and they automatically
  apply to all images in the post.
- Use the inline Hook Tester when writing captions to find the
  strongest opening line.
- "Post Now" copies your caption to the clipboard so you can
  paste it directly into the social media app.

- 06-content-calendar.txt (calendar view of scheduled posts)
- 07-campaigns.txt (organizing posts into campaigns)
- 08-galleries.txt (media library for post content)
- 09-creator-pro-hook-tester.txt (testing hook effectiveness)
- 12-review-approval.txt (sending posts for review)