Content Approvals Workflow

Why Approval Workflows Matter

Tracking approval status is critical for teams to maintain:

• Quality Control: Ensure content is reviewed before it’s scheduled.
• Brand Consistency: Keep your voice and style aligned.
• Accountability: Know which stage of production each piece of content is in.

Approval Process

IDEQO supports approval tracking through the Ideas Kanban board.

Step 1: Creator Drafts Content

1. Navigate to Ideas.
2. Create a new idea or open an existing draft.
3. Flesh out the content (title, description, attachments).
4. Keep the status as Draft or In Progress while working.

Step 2: Submit for Review

When the content is ready for review:

1. Go to the Ideas board.
2. Drag the card to the Pending Approval column.
   • Alternatively, open the card and change the status dropdown to “Pending Approval”.
3. Notify your team member via your preferred communication channel (Slack, Email).

Step 3: Reviewer Approves

The reviewer checks the Pending Approval column:

1. Open the card to review content.
2. If changes are needed, move the card back to In Progress or leave a note.
3. If approved, move the card to Completed.
4. Proceed to Schedule the content from the idea.

Final Review: Scheduling View

Once content is scheduled, use the Calendar to perform a final check before publishing.

1. Navigate to Schedule (/scheduling).
2. Click any scheduled post to open the Preview Dialog.
3. Verify Previews: Check how the post looks on specific platforms (Instagram, LinkedIn, etc.).
4. Actions:
   • Edit Content: Modify text or media.
   • Update Schedule: Change the date/time.
   • Cancel Schedule: Remove from the queue if issues are found.

Best Practices

• Check the Board Daily: Make the “Pending Approval” column part of your daily routine.
• Use Clear Titles: Accurate titles help reviewers know what they are looking at quickly.
• Collaborate Outside: Use your team chat to signal when urgent approvals are needed.

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Questions? Contact support.