The first step in managing content in Create is starting a new draft.
Once you've entered the necessary details, click SAVE DRAFT to proceed.
Uploading Your Content & Assigning to Other Users
Now that your new Draft is uploaded to Create, you can make further adjustments to your Draft forms as needed, assign it to one of your team members, or go ahead and upload the final media/copy.
Uploading Content
REMINDER: In the Individual Draft View, the Dynamic Column is on the left, and the Workspace Column is on the right. Upload your final deliverables to the WORKSPACE COLUMN.
To upload content:
- Open the individual draft you want to work on.
- OPTIONAL: If multiple accounts are connected, select the one for this post.
- Upload your post caption to the COPY field.
- Upload media to the ATTACHMENTS section of your workspace (below the copy field).
- Confirm that the POST TYPE field is correct.
- This field may automatically change depending on what media you've uploaded.
- Click 'SAVE [PLATFORM NAME] at the bottom of the Draft.
- Repeat steps 2-6 across any additional platforms in your draft.
Assigning Drafts
To learn how to assign a draft to another user, click
HERE.
Changing Draft Status
After saving your content, update its status based on its progress.
- PENDING REVIEW: Assign to a team member for further review.
- APPROVED: Ready for scheduling, publishing, or delivery.
- IN REVISION: Needs adjustments before approval
Access the
status options by clicking the
STATUS CHANGER DROPDROWN in the upper right-hand corner of the
Workspace Column.
NOTE: Some status changes may happen automatically depending Create activity. For example, if a draft is Scheduled, and all platforms have been published on social media, the status of the Draft will automatically shift from "Scheduled" to "Published"!
Scheduling Your Content:
Once your Draft is APPROVED, it is ready for scheduling/publishing/delivery.
Scheduling Options
You can schedule content in multiple ways:
- Scheduling Tab in the Dynamic column: See step-by-step instructions HERE.
- Bulk Scheduling on the Schedule Page: See step-by-step instructions HERE.
Conclusion
By following these steps, you can efficiently manage your content in Create, from draft creation to final scheduling. Whether working individually or collaborating with a team, Create provides flexible workflows to streamline your content management process.