Team notes
Every post, whether an idea, a draft, scheduled or published, has Team notes in the composer.
- Open the post and write in Add a note for the team.
- To bring someone in, choose them from @ Mention someone.
- Click Add note.
Notes are internal to your team. Click Resolve when a point is dealt with, or Reopen to bring it back. You can delete your own notes; admins can delete any note.
Alerts: a person you mention is told only if they have switched on Someone mentions you in a team note in Settings, then Notifications. Every alert is off by default.
Notes and client approval links (Agency)
Tick Share with client on a note to show it to clients who review the post through an approval link. Clients see shared notes and can add their own comments, which are marked Client. Admins and the post's author can switch on A client comments through an approval link to hear about them. See Set up approvals.
The ideas board
Open Ideas to collect post ideas before they are ready to schedule. Each card has a title, notes, media and labels, in three columns: Idea, Writing and Ready.
- Drag a card to another column, or use its Move to list.
- Filter the board by label.
- When an idea is ready, drag it from the ideas strip on the Calendar onto a day. It becomes a draft and the composer opens on that day. Its notes become the caption if the caption is empty.
- Or click Make a draft on the card.
Ideas are saved as drafts behind the scenes, so they follow the same rules as drafts, but they stay off the Drafts list until you turn them into drafts.