Custom views

Ever feel like you're drowning in posts across multiple platforms? We've all been there. Trying to find draft posts you need to review or content you need to approve ASAP. That's exactly what Custom Views are built for, transforming your workflow from messy to crystal clear.

→ What are Custom Views?
→ 14-day view for posts pending approval
→ Organize content by client
→ View content by time period
→ Filter by label
→ View only approved posts

What are Custom Views (and why should you care?)

Think of Custom Views as your personal content assistants. They remember exactly how you like to organize, review, or approve your posts — so you don't have to recreate those perfect filters every single time. One click and you're looking at exactly what you need.

Your Custom Views cheat sheet

Here's the simple formula for creating any Custom View:

1. Select your view (Calendar, Feed, or any other view)
2. Apply filters that matter to you (Status, Date, Labels, Period, or any combination)
3. Save as Custom View with a descriptive name
4. Access instantly from your Views menu anytime

The best part? Your views stay dynamic, automatically updating as new content matches your filters.

Real-life examples of how agencies and brands use Custom Views to save time

1. Set up a 14-day view for posts pending approval

When content is added, the team or client needs a clean way to see what's waiting for review for the upcoming 14 days — without the distraction of already-approved content. A "Waiting for Approval" view puts approvers in front of only what needs their attention.

1. Filter by Approval Status. Select: Not approved, Partially approved, and Pending my approval.

2. Set the time period to Next 14 days in the Period filter.

3. Click Save as a Custom View and name it (e.g., "14-day approval dashboard" or "Bi-weekly calendar to approve").

4. Open the view whenever you need it — nothing slips through the cracks, and you'll cut your review time in half.

2. Organize calendar content when handling 2+ clients under one workspace

Managing content across Instagram, Facebook, TikTok, and LinkedIn for multiple clients in one workspace can get mentally taxing fast. Creating a "Brand/Client Name" view with all pages per client makes it easy to track which content belongs to whom.

1. Select the Calendar view in your workspace.
2. Choose the pages for Brand Name 1.
3. Click Create a Custom View.

4. Name it (e.g., "Brand Nr. 1 Calendar") and save it.

5. Now you can see the calendar content for each brand individually.

1. In the brand view, click Add filters.

2. Filter by Approval Status. Select: Not approved, Partially approved, and Pending my approval.

3. Name it (e.g., "Brand Nr. 1 - to approve") and save it.

4. Send the URL of the view to the client or team member for review.

Make sure the view's access is set to Everyone so anyone with the URL can access it. Note: the person must also have access to Planable.

3. View scheduled content by time period — each month, week, or any custom range

You plan content days, weeks, and sometimes months in advance — but you need to focus on different timeframes for different tasks. Create "This Week", "Next Week", or "Monthly Overview" views for one-click perspective switching.

To create an overview of scheduled posts for the month of April, for example:

1. Select the Calendar view and choose the pages for Brand Name 1.

2. Open Filter & Sort.

3. Filter by Post Status and select Scheduled.

4. Filter by Period and select a custom range — such as the entire month of April.

5. Name it (e.g., "Brand 1 - Scheduled for April") and save it.

You can create as many views as needed for any period. For example:

• All posts scheduled for a specific month
• All posts scheduled for this week (dynamic and automatically updated)
• All posts pending approval for today

4. Review posts with a specific label assigned

Labels in Planable can represent content pillars ("Educational", "TOFU", "Engagement"), campaigns ("Christmas event", "Q4 Strategy"), or collaboration needs ("Graphics Needed"). Creating custom views based on labels lets each person focus on exactly what's relevant to them.

1. Filter by Labels and select the relevant label (e.g., "Graphics needed").

2. Name it (e.g., "Graphics needed") and save it.

3. Now your design team can instantly see all content that needs their input.

5. View only approved posts

Whether you're presenting a content plan to a client or just want to focus on finalized content, an "Approved Posts" view filters out drafts and irrelevant items so only signed-off content is visible.

1. Filter by Approval Status and select Approved.

2. Optionally, filter by Period — such as the entire month of April or a specific week.

3. Name it (e.g., "Approved April") and save it.

Custom Views save time, reduce clutter, and ensure you focus on what matters most — perfect for teams juggling multiple clients, content types, or timeframes.