In the top-left corner of your screen, click on the workspace name (e.g., "Sample workspace"). Then, from the dropdown menu that appears, locate and click the Settings option, indicated by the gear icon.
Once in the Workspace Window, you can make adjustments such as:
Timetable
We know how frustrating it can be for frequent publishers with a weekly schedule to pick a date and time for each individual post 👎. Take a minute to set up your workspace timetable and stay on top of the weekly schedule, like a champ.
Labels
You can organize your posts with labels. With our labels, you can categorize your posts in a breeze. A single post can have multiple labels and can be filtered by whatever strikes your fancy – sales, product updates, promotion, you name it!
To change the label name and color, click on the "Edit label" icon.
Templates
Templates allow you to save time by reusing pre-designed content layouts. Instead of starting from scratch for each post, you can use a template to quickly populate your post with a consistent format.
For recurring campaigns, announcements, or types of posts, templates simplify the process by providing a ready-made structure.
By managing and categorizing templates, you can organize your content creation process more effectively, keeping commonly used formats readily accessible.
Settings (Workspace name & Workspace timezone)
You can change the workspace name & time zone directly in the settings. By default, your time zone is set up by the browser automatically.
Approvals
In Planable, we refer to approval as the ability of a user to give a virtual thumbs-up for a post to be published. It's one of the main pillars of collaboration found within our tool.
An approval workflow encompasses all the different settings that a Workspace has in place to make sure the approval process works as closely to the user's wishes as possible. More details can be found here.
Change your workspace settings 👇