Ever feel like you're drowning in posts across multiple platforms?

We've all been there—trying to find those draft posts you need to review or the content you need to approve ASAP.

That's exactly why we created Custom Views and that’s what this article is about. All about how this feature can transform your workflow from 𖡎 messy to 💎 crystal clear.

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 even 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 or Feed, or any other view as well)

2. Apply filters that matter to you (Status, Date, Labels, Period etc. or a combination of more filters)

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. They set up a 14-day view for posts pending team's or client's approval

When content is added, the team/client needs a clean way to see what's waiting for their review for the upcoming 14 days, without the distraction of already-approved content.

By creating a "Waiting for Approval" view, the team or client can easily and immediately access the posts that require their review for the next 14 days. This ensures that approvers are presented with only the content that needs their attention.

Here’s how:

1. Filter by "Approval Status". Select all of the following options:

• "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 "14-day approval dashboard" or “Bi-weekly calendar to approve”.

4. When needed, you can see exactly what needs your attention. Nothing slips through the cracks and you'll cut your review time in half.

2. They organize the calendar content when handling 2+ clients and their pages under one roof (aka under one workspace)

You're managing content across multiple platforms like Instagram, Facebook, TikTok and LinkedIn for all your clients.

Each client has their own set of pages and keeping track of which content belongs to which client can be mentally challenging.

By creating a view with all pages per each client - a "Brand/Client Name" view, you can organize and manage content across multiple platforms for each client. This view groups all pages under their respective client, making it easier to track and manage which content belongs to whom.

Here’s how:

1. Start by selecting the Calendar view in your workspace.

2. Choose the pages for Brand Name 1.

3. Click on "Create a Custom View".

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

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

✨ Power user tip: Send the calendar of posts to each client for approval

Here’s how:

6. For this, in the same view created as indicated in use case #2, click on "Add filters".

7. Filter by "Approval Status". Select the following options: "Not approved", "Partially approved" and "Pending my approval".

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

9. Send the URL of the view to the client/team member for review.

Now the client can see only what needs tobe approved, without getting overwhelmed by unnecessary details.

Make sure the custom view access settings are set to "Everyone" so that anyone you share the URL with can access it. Note that the person you're sharing the URL with must also have access to Planable.

3. They view the scheduled content, for each brand/client, for:

→ Each upcoming month

or

→ Current week

or

→ Any custom period

You plan content days, weeks and sometimes months in advance, but need to focus on different timeframes, for different tasks.

How can you easily review the content for each specific period you usually analyze the content for?

Simply create "This Week" or "Next Week" or "Monthly Overview" views. One click to switch your perspective. This ensures you can review and manage content for the period at hand, whether it's days, weeks, or months in advance.

Here’s how:

To create an overview of scheduled posts for the month of April (e.g.), you'd need to:

1. Start by selecting the Calendar view.

2. Choose the pages for Brand Name 1.

2. Access Filter&Sort

3. Filter by "Post Status" and select “Scheduled”.

4. Additionally, filter by "Period".
Select a custom period, 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, you can create views for:

• All posts scheduled for a specific month.

• All posts scheduled for this week (dynamic and automatically updated).

• All posts pending approval for today.

4. They review the posts that have a specific label assigned

You're managing content across multiple platforms and organizing it by assigning labels, such as categories or content pillars ("Educational", "TOFU", "Engagement posts", etc.)

Or perhaps labels represent events or goals (e.g. "Christmas event" or "Q4 Strategy"). You need to manage the content related to specific initiatives.

Or some teams use labels to collaborate more effectively. For example, a designer might filter by the label of "Graphics Needed".

You can create custom views based on the labels you assign, such as categories, content pillars, events, or collaboration needs.

Create custom views for labels like "Graphics Needed" or "Educational" to easily filter and manage content across platforms. This helps teams focus on specific initiatives, goals, or tasks, improving organization and collaboration.

Here’s how:

1. Filter by "Labels".
   Select the "Graphics needed” label.

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

3. Now your design team can see the content in the calendar that needs their input.

5. They have a view with all the posts that are approved

Many want to focus on approved posts, while filtering out drafts or other non-relevant items. You really want to ensure clients see only what is necessary, without getting overwhelmed by unnecessary detail.

For this, you can create a view with all posts that are approved. By introducing the "Approved Posts" view to display only finalized content, filtering out drafts and irrelevant items.

Here’s how:

1. Filtering by "Approval Status". Select the "Approved" status.

2. If needed, you can filter by "Period".
Select a custom period, such as the entire month of April. Or a specific week.

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

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