Approval lists

Instead of sharing each post one by one, you can group several posts into an approval list. Your client then gets just a single URL and works through all the posts there – approving, rejecting and commenting as usual, only bundled together.

Where to find your approval lists

You'll find all of your team's approval lists in the menu under Social planner → Approval lists – or via Approval lists in the bar at the bottom of the team and project pages. At the top you see at a glance how many lists are shared and how many posts are still waiting for an okay. Below, every list is shown as a card – with its type (Fixed selection or Automatic), preview images, the number of posts, a bar showing the status of its approvals (approved, open, rejected), the link and the time left. Paused and expired lists are faded. With Copy link and Open on the card you copy the link or see the list the way your recipients see it. In the page header you can show only active or only inactive lists.

Creating a new list

Tap New approval list in the bar at the bottom (or the card of the same name in the overview). A page of its own opens with three questions:

1. Scope – One project (then pick the project below) or Whole team.
2. Content – Automatic by filters (matching posts join by themselves, optionally with fine filters) or Fixed selection (you pick the posts yourself).
3. Name and duration – how long the link stays valid (7, 14, 30 or 90 days).

On the right, the result updates as you go: how many posts would currently land in the list, which filters you picked, and preview images. Create list finishes it.

Managing a list

When you open a list, a card at the top shows the status of its approvals, the type of list, the duration and – for automatic lists – the join filters. Next to it is the link with Copy, Preview (the view your recipients get) and Share (link, sharing on/off and – on your phone – sharing via an app).

Below are the list's posts, in the same tiles as on the project page, with the number of comments. In the page header at the top you can filter them by approval status.

In the bar at the bottom you'll find Add posts (for a fixed selection), Preview, the gear for the settings and on the far right Copy link.

In the gear you set:

• the list's name,
• Share active – off means paused. When you switch sharing back on, the list gets a new link,
• the duration – when you pick one, it counts from today,
• what goes into the list – for a fixed selection you add posts, for automatic lists you change the filters,
• the status of the PIN – if the list is locked after too many wrong entries, you lift the lock here,
• at the very bottom Delete list – the posts themselves are kept.

A list with a fixed selection can't be turned into an automatic one – simply create a new list for that.

What it's useful for

Approval lists save back-and-forth when more than one post is up for review:

• Weekly or monthly planning – put all the posts for a period up for approval at once.
• Campaigns – get a whole campaign signed off in one go.
• Fewer links – your client only has to remember one address instead of ten separate ones.

On the list page, your client sees all the included posts one after another and decides on each post individually – just like with a single approval link, only in one place.

Two kinds of approval lists

The project list is the easiest way in: you gather the open posts of a project and share them through one URL.

Note: The team list is available from the Pro plan. With it you can bring together posts from different projects into a single list – ideal for agencies who want to present a client with everything at once, across projects. You can also run several team lists in parallel, for example one per client.

What your clients experience

For your client, an approval list feels just as familiar as a single link:

• No login needed – the URL is enough.
• PIN protection available – just like with a single link.
• Enter the PIN only once – the list overview is visible without a PIN. Only the first post your client opens asks for it. After that it applies to every other post in the list that requires exactly this PIN – whether it belongs to an approval contact or is a custom PIN you set on the posts. Only a post with a different PIN asks again.
• Decide per post – approve, reject or comment, each one individually.

So you keep the convenience of a bundled overview without making the approval itself any more complicated.

Approval lists filter – they don't set rules

Important to understand: an approval list never changes the approval settings of your posts. Who has to approve, whether a PIN is required and what your client may edit always lives on the individual post – the default comes from your team's standard approval flow, and you can adjust it per post at any time. The list is just the bundled door to it.

So you don't have to hunt for it in the editor: in the list, a gear icon on each tile takes you straight to the post's approval settings. That way you can check at a glance which method and which permissions each post carries before you send the link.

For automatic lists you use filters to decide which posts get included – optionally in fine detail:

• Approval status – e.g. only posts that haven't been approved yet.
• Approval method – e.g. only posts approvable without a PIN, or posts that require a specific approval contact.
• Scheduled posts only – only posts with a date set (on by default). If a post loses its date, it leaves the list again.
• Active approval link – only posts whose approval link is switched on. That makes the share toggle on a post the deliberate "into the list" signal.
• Date range – only posts scheduled within a certain window.
• Platforms – only posts for specific platforms.
• Include planning ideas – also brings in your ideas from planning mode, with or without a date. They appear as dedicated "Idea" tiles (dated ideas also show in the calendar): your client can read and comment on them, but nothing can be approved – which is why ideas don't count towards the approval counters either. That way you share the full content plan, including what's still taking shape. Once an idea becomes a real post, its tile automatically turns into a regular approval tile. For lists with a fixed selection you simply pick ideas directly in the post selection.

The filters only decide about joining: when your client approves a post inside the list, it stays visible – so they keep track of their progress. You can change the filters of an existing list at any time in the gear via Change filters.

Where to go next

You'll find the basics under How approvals work. How to secure the link is covered in Sharing an approval link & PIN. Which plan brings which features is explained in Changing your plan.