Approving a post in Planable is a one-click sign-off that tells your team the post is ready to be scheduled or published.
→ Who can approve posts in Planable
→ How to approve a post
→ How to make approval required before publishing
→ How to schedule posts automatically on approval
→ How to unapprove a post (revoke approval)
→ Multi-level approvals for complex sign-off
→ Frequently asked questions
Clear one-click approvals show exactly when a post is good to go. Planable records who approved each post, so the workflow stays transparent and nobody has to dig through email threads to find the final sign-off.
Who can approve posts in Planable
Only workspace members with the Approve permission can approve posts. To get posts approved, at least one member of the workspace needs this permission.
Workspace admins assign the Approve permission in the workspace user permissions. Find out how to assign users as approvers.
Good to know: Client users can only approve posts they can see. Posts marked as team-only are not visible to clients, so clients cannot approve them.
How to approve a post
There are several places where an approver can approve a post:
- Inside the post: open the post and click the approve button (the checkmark icon).
- From the Calendar: open the post tile's actions menu and click Approve post (or Approve group for grouped posts).
- From the approval request email: when someone requests your approval on a single post, the email links to a preview of the post where you click Confirm approval. The link stays valid for 14 days.
- In bulk: review and approve several posts in a row from My approvals section. See Approving content for the full flow.
Once a post is approved, Planable records who approved it on the post.
How to make approval required before publishing
*Required approval is available on the Pro and Enterprise plans.
With Required approval, only approved posts can go live. To turn it on, open your Workspace settings menu:
Then choose Required as the approval workflow:
Only people with approval permission can approve posts. In the Required workflow, a single approver is enough for a post to count as approved.
When Required approval is on, a post cannot be scheduled or published until it is approved. Approvers see the posts that still need their approval while they are being scheduled.
For a full comparison of None, Optional, Required and Multi-level workflows, read Approvals and approval workflows.
How to schedule posts automatically on approval
Turn on Schedule posts automatically on approval in the workspace approval settings to save clicks. When an approver approves a post that already has a date and time, Planable schedules it right away. Learn more about scheduling on approval.
How to unapprove a post (revoke approval)
If you approved a post by mistake, click the checkmark icon again to unapprove it. In the Calendar, you can also open the post tile's actions menu and click Revoke approval.
You need approval permissions in the workspace to revoke an approval. Published posts cannot have their approval revoked.
Read more in Unapprove a post.
Multi-level approvals for complex sign-off
*Multi-level approvals are available on Enterprise plans.
If your content needs sign-off from several parties before publishing (for example your team, clients, internal stakeholders or legal), choose the Multi-level setup in your workspace settings. Each level approves in order, and a post is fully approved only after every level has signed off.
Read the Multi-level approvals article for setup steps, or contact us for Enterprise plan details.
Frequently asked questions
Can I approve my own post?
Yes. If you have the Approve permission in the workspace, you can approve any post you can see, including posts you created.
How many approvals does a post need?
In Optional and Required workflows, one approval from a user with the Approve permission is enough. In Multi-level workflows, each approval level has to approve the post in order.
Why can't I approve a post?
The most common reasons are that you do not have the Approve permission in the workspace, the post is already published, or, in Multi-level workflows, it is not your level's turn to approve yet.
Can I approve a post from an email?
Yes. Approval request emails for a single post include a link to a preview page where you click Confirm approval. The link expires after 14 days.
Can I edit a post after it has been approved?
Yes, unless the workspace has Lock content after approval turned on. In that case, revoke the approval or turn the setting off before making changes.