Social Calendar

A plan is a container for a campaign series — for example, "Q3 Product Launch" or "Always-On Brand Content".

1. On the Social Calendar page, click New Plan in the top-right.
2. Fill in the dialog:
   • Title (required) — for example, "Q3 Product Launch Campaign". Up to 200 characters.
   • Description — goals, audience, key messaging. Optional, up to 5000 characters.
   • Category — pick one of: Launch Campaign, Product Announcement, Brand Awareness, Content Series, Event Promotion, Community, Sales, Recruiting, or Other.
   • Manager (approves posts) (required) — the person who'll review and approve posts. Default is you.
   • Start date and End date — optional, for time-boxed plans.
   • Accent color — color used to brand the plan card and its detail page.
3. Click Create plan. Nautis opens the new plan so you can start adding accounts and posts.

Open any plan card and you'll see a header with the plan title, status, dates, manager, crew, and connected channels. Below the header is a tab bar with these tabs:

• Overview — at-a-glance summary, recent activity, and key metrics.
• Posts — the main work area for drafting and scheduling posts. Has three sub-views: Board (Kanban by status), Calendar (month view), and List (table). Switch with the pill next to the Posts tab.
• Campaigns — group posts into waves with a shared goal.
• Approvals — posts waiting on a manager's review. A badge shows how many are pending.
• Activity — a full audit log of who changed what and when.
• Files — attachments uploaded to the plan or to any of its posts.
• Accounts — the social channels this plan posts to.
• Discussion — plan-level chat threads with your team. Badge shows unread threads.
• Members — who has access to this plan and what role they hold.

Use the back arrow in the header to return to the list of plans. The plan status — Planning, Active, Completed, or Archived — appears as a colored dot next to the title.

Each plan tracks its own list of channels — your Instagram handle, LinkedIn page, X profile, and so on.

1. Open the plan and click the Accounts tab.
2. Click Add account.
3. Fill in:
   • Platform (required) — Facebook, Instagram, LinkedIn, Twitter/X, TikTok, YouTube, Pinterest, Threads, WordPress / Blog, or Other.
   • Handle (required) — for example, nautis (no @).
   • Display name — for example, "Nautis Official".
   • Profile URL — for example, https://instagram.com/nautis.
   • Notes — anything the team should know about this account.
4. Save. The account now shows up as a channel option whenever you create a post in this plan.

To reuse channels you've already added in another plan, click Copy accounts from another plan in the Accounts tab.

1. Open the plan and click the Members tab.
2. Click Grant access.
3. Pick the team member and choose their Role — Viewer, Editor, or Manager.
4. Click Grant.

To change someone's role, use the dropdown next to their name. To remove access, click the ghost icon and confirm.

Campaigns let you group posts into a wave — for example, "Launch Week 1 – Teasers" or "Black Friday".

1. Open the plan and click the Campaigns tab.
2. Click the new-campaign button.
3. Fill in:
   • Name (required) — for example, "Launch Week 1 – Teasers".
   • Goal — what this campaign needs to achieve, up to 2000 characters.
   • Status — Planning, Active, or Completed.
   • Start date and End date — when the campaign runs.
4. Save.

Posts can be assigned to a campaign when you create them. Posts without a campaign sit in the Backlog.

1. From any tab in the plan, click New post in the header.
2. The New post dialog opens with two tabs: Content and (after channels are picked) per-channel customization.
3. Fill in the Content tab:
   • Title (internal) (required) — what your team calls this post, for example "Launch day announcement". This isn't shown publicly.
   • Channels (required) — tick every channel you want this post to go out on. The list is populated from your Accounts tab.
   • Assignees — team members who should work on this post.
   • Approver — pick a manager, or leave on Auto — first plan manager.
   • Deadline — date and time the draft needs to be ready.
   • Schedule — date and time the post should publish.
   • Post type — Post, Story, Reel, Video, Carousel, Article, or Poll.
   • Priority — Low, Medium, High, or Urgent.
   • Campaign — assign to a campaign, or leave as (Backlog).
   • Copy — the caption text. Use the Default copy tab as your master version; switch to a channel tab (Instagram, LinkedIn, etc.) to override the copy for that channel.
   • Hashtags — for example, #launch #product.
   • Media — upload images, videos, or pick from the gallery. Like copy, you can set a default and override per channel.
4. Save the draft. The post lands in the Draft column on the board.

Every post has a status. The flow goes:

1. Draft — work in progress.
2. In Review — the editor clicks Submit for review. The approver is notified.
3. The approver opens the post and clicks Approve, Request changes, or Reject.
   • Approve moves the post to Approved.
   • Request changes moves it to Changes Requested with a comment for the editor.
   • Reject moves it to Rejected.
4. Scheduled — once a publish time is set on an approved post.
5. Published — once it's live.
6. Archived — old posts you want out of the way.

You can drag cards between status columns in the Board view, or change status from the post detail panel.

1. Open the plan and click the Approvals tab. Every post awaiting a decision shows up here.
2. Click a post to open it.
3. Read the copy, scroll through media, and leave comments where needed.
4. Click one of:
   • Approve — accept the post as-is.
   • Request changes — send it back to the editor with a note.
   • Reject — kill the post.

If you want to delegate, change the Approver in the post details to another manager.

• Calendar view: switch the Posts view pill to Calendar. You see one month at a time, with each scheduled post on the day it's set to publish. Click a date to see all posts for that day; click a post to open its details.
• List view: switch to List for a sortable, filterable table — useful when you have many posts and want to find one fast.

Your last-used view (Board, Calendar, or List) is remembered for next time.

Every edit to a post is saved as a version, so you can see what changed and roll back if needed.

1. Open a post.
2. Look for the version-history link in the post detail panel.
3. Pick an older version to view what it looked like, or restore it.

1. On the Social Calendar page, hover any plan card.
2. Click the pin icon to pin it. Pinned plans appear in their own Pinned section at the top.
3. Click the pin again to unpin.

You can pin a plan from inside the plan as well, via the More menu next to the New Post button.

On the Social Calendar page:

• Use the search bar to find plans by title.
• Use the filter pills — All, Mine, Active, Archived — to narrow the list.
• Hit Archived to see plans you completed; they're hidden from the All view by default.

1. Open the plan and click the Discussion tab.
2. Start a new thread, type your message, and post.
3. Team members get notified and can reply.

Use Discussion for plan-wide conversations (strategy, briefs, feedback). For comments on a specific post, use the post's comment thread instead.

• Archive: edit the plan and change its status to Archived. Archived plans stay searchable but don't clutter the main list.
• Delete: open the plan's More menu and click Delete plan. You'll be asked to confirm. This permanently removes the plan and every campaign, post, comment, and attachment in it — there's no undo.