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Scheduler: Statuses & Publishing Flow

How to work with statuses in the ZoomSphere Scheduler App.

Tereza avatar
Written by Tereza
Updated over 2 months ago

Each post created in the Scheduler app must have a post status assigned. Different statuses will help you navigate various stages of your planning and publishing flow.

Default Statuses

The Scheduler app has a set of default statuses that can be manually assigned to your posts (and can also be customized).

  • Idea

  • Private draft

  • In Progress

  • Needs Review

  • Rework

  • Approved

System Statuses

Additionally, there are two system statuses. These are assigned to your posts by the system and cannot be deleted.

  • Published: Assigned to a post once it is automatically published to your social media channel.

  • Error: Assigned in case of any issue with automatic publication. You can read more about this feature here.

The status of your post can be changed in the post details, allowing you to move it further in the publishing process.

Status Settings

Customize your statuses from your Administrator by navigating to Workspace Settings – Scheduler Statuses, or access them directly from the status bar at the bottom of your calendar.

The status settings apply to the entire workspace. This means that if you have multiple schedulers in one workspace, the status settings will apply to each calendar.

You can make changes to mirror your publishing and approving flow and grant your teammates permission to view and edit posts in specific statuses.

Status Name

A status name can be changed or translated into your local language according to your preferences.

Email Notifications

Add an email address you wish to be notified of when the post changes to a certain status. For instance, you can add your client's email address to Needs Review status, and ZoomSphere will automatically notify your client once this status is set to your post.

Publish action

This feature is crucial because it enables posts in the Approved status to be automatically published to your social media accounts according to the scheduled time. By default, this action is linked to the Approved status. Essentially, ZoomSphere will automatically publish only those posts marked as Approved.

Permissions

Every role can be assigned Read/Write permissions to each status. If a teammate with a specific role has both Read and Write permission for the particular status, they can view and edit a post in this status.

Read = View

Write = Edit

Learn how to customize and create new statuses: Scheduler: Customize your Statuses.

Scheduler Roles

Set up the Scheduler role in Administrator Account Settings – Users & Team – User's Profile – Access & Roles.

Admin

Access to Discussion with client and Internal comments

Post-performance stats available

→ Enabled function Publish now

Editor

→ Access to Discussion with client and Internal comments

→ Post-performance stats available

Client

Access to Discussion with client

Post-performance stats available

Author

→ If you create a post in Scheduler, you are its Author, regardless of whether you have the Client/Editor/Admin role. 🙂 Learn more

👉 Read more about the Scheduler Roles.

Tip: 💡

Approve multiple posts at once with the Bulk Action feature. 👉 Learn more

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