Creating a workspace in Planable takes just a few minutes and involves setting up your general workspace information, inviting team members, connecting pages and configuring approval workflows.
Follow this step-by-step guide to get started.
Basic workspace setup
1. Log in to your Planable account
Log in with your credentials at the Planable login page.
2. Navigate to the Dashboard
Go to the Dashboard where you can see all your workspaces.
3. Create a new workspace
You have two options to create a new workspace:
Click the "+ New Workspace" button in the top-right corner of the dashboard
Click the "Create a workspace" button that appears in the center of the dashboard
4. Enter workspace details
Enter a name for your new workspace. Choose something descriptive that identifies your team, client or project.
5. Select a time zone
Choose the appropriate time zone for your workspace. By default, this is set based on your browser location.
Team collaboration
6. Invite collaborators
As part of the workspace creation process, you'll be prompted to invite team members and clients. You can either:
Complete the invitation process now (follow the steps below)
Or click "Invite later" to skip this step and invite people at a later time
7. How to invite collaborators
a. Enter the email address of each person you want to invite
b. Select their role:
Contributor: Can create & edit posts, schedule & publish, and leave feedback
Administrator: Has all Contributor rights plus can view analytics, invite people, and connect pages
Writer: Can create & edit posts and leave feedback
Approver: Can only approve and leave feedback
Guest: Can only view content
Owner: The user who created the workspace is the Owner by default
c. Select their membership type:
Team: For team members who will be creating or managing content
Client: For clients who need to review and approve content
Important note: Only users with Administrator role have the right to connect social media pages in Planable. If you want your client to connect their own social media pages later, make sure you temporarily provide them with the Administrator role and skip the next step for now. You can adjust their role after they've connected their pages.
Connecting pages
8. Connect pages
After inviting collaborators, you'll be prompted to connect your social media accounts and content channels. You can either:
Connect your pages now (follow the steps below)
Or click "Connect later" to skip this step and add channels later
9. Available platforms for connection
Select the platforms you want to connect to your workspace:
Facebook
X (formerly Twitter)
Instagram
LinkedIn
Google Business Profile
YouTube
TikTok
Pinterest
Threads
Universal content pages (Newsletter, Blog, ideation documents, marketing strategy documents, etc.)
For each selected platform, you'll be guided through the authentication process to connect your accounts.
Setting up approval workflows
10. Configure your approval workflow
The final step in the workspace creation process is setting up your approval workflow.
Choose one of these workflow types:
None: Approvals are disabled and not needed for publishing
Optional: Approvals are enabled, but not required for publishing
Required: A member has to approve the content before publishing
Multi-level: Two or more members need to approve content before publishing
Additional workflow options:
Schedule posts automatically on approval: Posts will be scheduled automatically once approved
Lock content after approval: Prevents content from being edited after approval.
Important note: At this stage, you're only selecting the approval workflow type. You cannot yet assign specific people to approval roles. After the people you've invited accept their invitations, you'll need to go to workspace settings → approval section to make detailed configurations and allocate people to your approval workflow.
11. Finish setup
Click "Finish" to complete your workspace setup.
Next steps
Now that you've created your workspace, you can:
Start creating and scheduling content
Configure detailed approval workflows
Start collaborating
Create your first workspace 👇