Planable is a social media management and collaboration platform where agencies and marketing teams create, review, approve and schedule content in one place.
This guide explains how Planable is organized (company account, workspaces, pages and members) and walks you through creating posts, collaborating, approving and viewing content.
→ What is Planable?
→ How Planable is organized
→ How to create a post
→ How to collaborate on posts
→ How approval workflows work
→ Other features worth knowing
→ Ways to view your content
→ Analytics, Social Inbox and Social listening
→ Frequently asked questions
What is Planable?
Planable is where social media teams collaborate on content instead of passing feedback around. It is a dedicated space to build, discuss and refine content together before it is published.
Every stage happens in one place: idea, copy, design, social account and approval. There are no spreadsheets and no email back and forth, just a visual way to create, review and publish social content as a team.
Planable also supports content beyond social media, such as blog posts, newsletters, press releases and content briefs.
How Planable is organized: company, workspaces, pages and members
Planable has four building blocks. A company account holds your workspaces, each workspace holds connected pages, and members are invited to each workspace with their own permissions.
What is a company account?
The company account gives your agency control over all your clients' processes in one place. It is the first step to managing every client from a single login. See how to set up a company account.
You can start with a free company account and try Planable's features at no cost. The free account includes up to 50 posts; after that, you need to upgrade to a paid plan. See plans and pricing.
If you do not have an account yet, create one here.
Your company account is like a house, and your agency is its owner. A house like this one. (Bear with us, we'll build on this metaphor as we go.)
What is a workspace?
A workspace is a dedicated space for one client or brand inside your company account. If you manage social media for three clients, you have three workspaces. See how to create a workspace.
If the company is your house, workspaces are the rooms. Each client or brand gets their own dedicated space.
What are pages (channels)?
Pages are the channels you plan content for inside a workspace. There are two types: social media pages and universal content pages.
You can connect pages yourself, or ask each client to connect them directly. To let a client connect pages, temporarily give them the Administrator role in the workspace.
- Social media pages are the pages or profiles you connect to your workspace: Facebook, Instagram, LinkedIn, X (Twitter), TikTok, YouTube, Pinterest, Threads and Google Business Profile. See all supported platforms.
- Universal content pages are for anything that is not strictly social, such as blog posts, newsletters, press releases or content briefs. Everything you need to know about universal content.
If workspaces are rooms in your house, think of pages as the furniture. Each piece serves a specific purpose.
How to invite members and set permissions
Each workspace can be set up differently, depending on each client's preferences and workflow.
For every workspace, you choose who can approve, edit and schedule posts, and who has admin rights.
Each member also has a Team or Client role. Team members see everything, including internal notes, while clients only see what you choose to show them. This lets you discuss early drafts privately before presenting polished content.
💡 Pro tip: For full details on inviting members and adjusting permissions, see Invite & manage users.
After all, what's the point of having the perfect furniture in the rooms if there's nobody there? Like a party with no guests.
How to create a post in Planable
Planable shows a preview of exactly how your content will look on each platform before it is published.
Planable supports text posts, images, videos, reels, stories, carousels, GIFs and more, depending on the platform. To create a post:
- Select the pages you want to post to.
- Write your copy and add media, GIFs, links, emojis or hashtags.
- Pick a date and time, then schedule the post.
💡 Pro tip: For client work still in the ideation phase, use internal posts to keep drafts hidden from clients until they are ready for review.
For the full step-by-step guide, see Create a post.
If workspaces are rooms in your house and pages are the furniture, then posts are the design elements that make the space uniquely yours.
How to collaborate on posts with your team and clients
Every post has a collaboration section on its right side, where your team and clients give feedback.
- Comments: leave comments on any part of a post, so feedback stays out of email and spreadsheets.
- Suggestions: highlight text and suggest specific changes, like in Google Docs. Your team accepts or declines each suggestion in one click.
- Version history: Planable saves every iteration of a post, so you can preview and restore previous versions.
For more on giving feedback, see Leaving feedback and Annotations.
This feedback process is like the conversations happening inside the rooms. It's what brings the space to life.
How approval workflows work
Approval is the step where a draft becomes content that is ready to publish. Planable's approval options adapt to how your team works.
Each workspace uses one of four approval workflows: None, Optional, Required or Multi-level.
You can also choose who can approve content, lock posts after approval to prevent last-minute changes, and schedule posts automatically once they are approved.
Good to know: You can set a different approval workflow for each client workspace, to match their specific process. For the full setup, see Approvals and approval workflows.
Other features worth knowing
Beyond creating, reviewing and approving posts, these features help you organize and speed up your content work.
Campaigns
Campaigns keep related content in one place: campaign goals, external links, media assets, posts and analytics. You can track progress in the calendar, manage to-do lists and analyze performance without switching tools.
Labels
Labels let you categorize and filter posts in a way that makes sense for your team. Tag content by author, content type or funnel stage (ToFu, BoFu). One post can have multiple labels.
Timetable
The timetable saves your preferred posting times. Set up your schedule once, then pick from the saved time slots whenever you create content.
Media Library
The Media Library stores your brand assets so you can reuse them across posts. It also gives you access to designs exported from Canva, without leaving Planable.
Ways to view your content
Planable has four views. Feed and Calendar are available on all plans, Grid is available on the Pro and Enterprise plans, and List is available on the Enterprise plan.
Feed view
Feed view shows posts exactly as they will appear on each social platform, with real profile pictures and cover images. More on Feed view.
Calendar view
Calendar view gives you a weekly or monthly overview of content across all your pages. More on Calendar view.
Grid view
*Available on the Pro and Enterprise plans.
Grid view lets you plan your Instagram aesthetic by arranging posts in a visual grid. More on Grid view.
List view
*Available on the Enterprise plan.
List view gives you a quick preview of posts across all your pages and lets you run bulk actions on several posts at a time. More on List view.
Analytics, Social Inbox and Social listening
After your content goes live, three add-ons help you track performance and interact with your audience:
- Analytics: track how your posts and pages perform.
- Social Inbox: reply to comments and DMs.
- Social listening: track what people say about your brand across social platforms and the web.
Each one is a paid add-on, enabled per workspace. See Upgrade my company for pricing.
Frequently asked questions
Is Planable free?
Planable has a free trial that includes up to 50 posts. After you reach the limit, you need to upgrade to a paid plan to keep creating posts.
Which social media platforms does Planable support?
Planable supports Facebook, Instagram, LinkedIn, X (Twitter), TikTok, YouTube, Pinterest, Threads, and Google Business Profile. Universal content pages cover other content, such as blogs, newsletters, and press releases.
What is the difference between a company account and a workspace?
The company account is the top level that holds your plan and all your workspaces. A workspace is the space for one client or brand, with its own pages, members and approval workflow.
Can clients see everything in a workspace?
No. Members with the Client role only see what you choose to show them. Internal posts and internal comments stay visible to Team members only.
Can Planable publish posts automatically?
Yes. Scheduled posts on connected social media pages are published automatically at the chosen date and time. Content on universal content pages is not published by Planable; you mark it as published once it is live.