What it does
Helps you plan, review, and schedule social media content as a team. You group related content into plans, organize posts into campaigns inside each plan, draft posts for each channel (Facebook, Instagram, LinkedIn, Twitter/X, TikTok, YouTube, Pinterest, Threads, WordPress, or other), and send them through an approval workflow before they go live. Every edit is versioned.
Who can use it
Anyone with read permission for Social Calendar.
Each plan has its own access list with three roles:
Viewer — see posts and discussions; can't edit.
Editor — draft and edit; can't approve.
Manager — full control: invite, approve, settings.
Creator is automatically a Manager.
How to get here
From the sidebar, open Marketing and click Social Calendar.
Step-by-step: create a social plan
Click New Plan.
Fill in: Title (required, 200 char max), Description (5000 chars), Category (Launch Campaign/Product Announcement/Brand Awareness/Content Series/Event Promotion/Community/Sales/Recruiting/Other), Manager (required, default you), Start date, End date, Accent color.
Click Create plan.
Step-by-step: find your way around a plan
Tabs:
Overview — summary, activity, metrics.
Posts — main work area. Sub-views: Board, Calendar, List.
Campaigns — group posts into waves.
Approvals — posts waiting for review. Badge shows pending count.
Activity — audit log.
Files — attachments.
Accounts — social channels.
Discussion — plan-level chat.
Members — access list.
Plan status: Planning, Active, Completed, Archived.
Step-by-step: connect social accounts
Open Accounts tab.
Click Add account.
Fill in: Platform, Handle, Display name, Profile URL, Notes.
Save.
Use Copy accounts from another plan to reuse.
Step-by-step: invite people to the plan
Members tab → Grant access.
Pick member, choose role.
Click Grant.
Step-by-step: create a campaign
Campaigns tab → new campaign.
Fill in: Name, Goal, Status (Planning/Active/Completed), Start/End dates.
Save.
Posts without a campaign sit in Backlog.
Step-by-step: draft a post
Click New post.
Fill in Content tab: Title (internal, required), Channels (required), Assignees, Approver (default Auto), Deadline, Schedule, Post type (Post/Story/Reel/Video/Carousel/Article/Poll), Priority, Campaign, Copy (Default + per-channel), Hashtags, Media.
Save draft. Lands in Draft column.
Step-by-step: move a post through the workflow
Draft → editor clicks Submit for review → In Review.
Approver opens post → Approve / Request changes / Reject.
Approved + publish time → Scheduled.
Published once live.
Archived for old posts.
Drag between status columns in Board view, or use post detail panel.
Step-by-step: review and approve posts (managers)
Open Approvals tab.
Click a post.
Read copy, scroll media, comment.
Click Approve, Request changes, or Reject.
Step-by-step: use the calendar and list views
Calendar view — one month, scheduled posts on publish day.
List view — sortable, filterable table.
Last-used view remembered.
Step-by-step: see version history
Open a post.
Find version-history link.
View older versions or restore.
Step-by-step: pin important plans
Hover plan card, click pin icon. Pinned plans show in Pinned section.
Step-by-step: filter and search your plans
Search bar by title.
Filter pills: All, Mine, Active, Archived.
Step-by-step: discuss a plan
Open Discussion tab.
Start a thread, type, post.
Discussion = plan-wide. Post comments = post-specific.
Step-by-step: archive or delete a plan
Archive: change status to Archived.
Delete: More menu → Delete plan → confirm. Permanent.
Tips & limits
Pick Manager carefully — default approver.
Default copy = fallback for channels without custom copy.
Use Campaigns for time-boxed pushes.
Priority URGENT shows red.
Multiple managers can approve.
FAQ
Does Nautis publish to social networks?
No — planning and approval only. You still publish manually. Accounts tab is metadata, not connected publishing.
Plan vs campaign?
Plan = long-running container. Campaign = wave with goal and dates.
Who can approve?
Anyone with Manager role.
Same post to multiple channels?
Yes — tick all channels. Default copy or per-channel custom.
Override caption for just Instagram?
Yes — switch to Instagram tab in post editor.
What happens on Request changes?
Status → Changes Requested; editor notified.
Can I see who edited what?
Yes — Activity tab + per-post version history.
Multiple people draft the same post?
Yes — add as Assignees.
My approver isn't in the dropdown.
They need Manager role on the plan.
Bulk-schedule from CSV?
Not yet.
What does Backlog mean?
A post not assigned to a campaign.
Can I undo deleting a plan?
No. Permanent. Archive instead.