Skip to main content

Sending Work for Review

Updated

A review is a series of stages. Each stage is either your team or your client, and a post moves on to the next stage once the current one approves it. You set the review in the Review section of the composer's Schedule tab. Reviews are available on Standard and Premium.

Review
My own stages
1Team stageAny one approvesEveryone approvesIn order
Add people
  1. 1Alex MorganManager
  2. 2Sam TaylorEditor

Remind themafter2days

2Client stageAny one approvesEveryone approves
Add reviewerContact book
  1. Jess Leejess@example.com

Remind themafter2days

Add team stageAdd client stage

Review label

September content

Closes at

30 Sept, 5:00 pm

Invitation note

The two ring reveals are the priority.

Team, Alex, then Sam, then client, Jess.

CancelConfirm
Illustration of the Review dialog in the composer, with a team stage asked in order and a client stage. Sample people and review details.

What the Review Section Shows

Open Schedule in the composer. The Review section below the scheduling options tells you what will happen to the post before you change anything.

What You SeeWhat It Means
No review. Publishes straight away.No workflow applies. The post goes out at its time unless you add a review.
Suggested: and a workflow nameA workflow is filled in for you. Keep it, select Change to edit it, or select No review.
Required: and a workflow nameThe post has to go through that workflow. View stages shows its stages, which you cannot change.

If you are a Creator, a post with no review reads No review. It stays a draft until someone who can publish schedules it.

Sending a Post for Review

  1. Open the post in the composer and select Schedule.
  2. Choose Post Now or Schedule. If you are scheduling, set the date and time.
  3. Under Review, select Request review. If a workflow is already filled in, select Change to open it.
  4. In the Review dialog, use the menu at the top right to pick a workflow, Choose people myself, or No review.
  5. Check the stages. See Setting Up the Stages.
  6. Under Details, you can add a Review label, a Closes at time and an Invitation note.
  7. Select Confirm.
  8. Select Submit for approval, or Send to client if the first stage is a client stage. Check the summary and select Submit for approval.

Maeve Social creates the review and sends it straight away. The people in the first stage are told it is waiting for them, and the post appears in Approvals.

When a post goes to several channels and they match different workflows, the dialog lists each channel with its workflow and says each one gets its own review. Channels on the same workflow share one review.

Setting Up the Stages

When you choose your own stages, the review starts with one team stage. Stages run from the top, and each stage has to finish before the next one starts.

  • Add team stage asks people in your workspace. Select Add people and search your team.
  • Add client stage asks people outside your workspace by email. See Client Reviews.
  • Any one approves finishes the stage at the first approval. Everyone approves waits for everyone in the stage.
  • In order is on team stages set to Everyone approves. Turn it on to ask one person at a time, top to bottom. Each person is asked after the person before them approves. Use the arrows beside each name to set the order.
  • Remind them is on for every new stage, after 2 days. Anyone in the stage who has not answered by then gets one reminder. Set any number of days from 1 to 30, or turn it off.
  • Use the arrows at the top of a stage to move it, and the cross to remove it.

The text under the stages reads the review back in full. The line at the bottom of the dialog shortens it, for example Team, Alex, then Sam, then client, Jess.

If you change the stages of a workflow, they become your own stages, and the menu reads My own stages. Your own stages name people, so replace any role with the people you want to ask.

Managers and Editors can add team and client stages. Creators can ask their team, and can send a workflow that includes a client stage, but cannot add a client stage of their own. Viewers cannot send work for review.

Workflows

A workflow is a saved review that Maeve Social fills in for the posts it matches. Managers set workflows up in Settings > Approvals under Workspace. Everyone else in the workspace can view them.

Settings, approvals

Workflows

  • 01The InternRequiredTeam, Jared.Runs for creator authors.Edit
  • 02Summer CampaignRequiredTeam, Jared, then client, Lily.Runs for label Summer Campaign.Edit
  • —Everything elseAny content the workflows above do not pick up ends up here. Right now it needs no approval, so anyone who can schedule it can publish it.Require approval
Illustration of the workflow list in Settings > Approvals, checked from the top with Everything else pinned last. Sample workflows and people.
  1. Open Settings > Approvals and select New workflow.
  2. Under Name, enter a Workflow name.
  3. Under Stages, add the stages. A team stage can name people or a role, such as Any manager.
  4. Under Applies to, choose what the workflow runs for, using Channels, Platforms, Post types, Author, Labels, Pillars, Formats and Campaigns.
  5. Under Mode, choose Required or Suggested.
  6. Select Save workflow.

How Maeve Social picks a workflow for a post:

  • Within one row, any pick is enough. If you fill in more than one row, every row has to match.
  • Required workflows are checked before suggested ones. Within each, the first workflow in the list wins. Use the arrows beside a workflow to move it.
  • A suggested workflow with every row left on Any never runs on its own. Someone has to pick it in the composer.
  • Everything else sits at the bottom of the list and covers whatever the workflows above it miss. Select Require approval on it, or Require approval for everything if you have no workflows yet, to send everything else through a review too.
  • A role such as Any manager becomes the people who hold that role when the post is sent.
  • A post is matched once, when it is sent for review or scheduled. Editing, switching off or deleting a workflow does not change reviews that are already running.

Required Workflows

A post that a required workflow covers can only go through that workflow. In the composer its stages are read only and No review is not offered. It cannot be scheduled or published without the review. Once the review is running, a Manager can override it and give a reason. See Team Approvals.

A repeating post cannot go through a review. If a required workflow covers a post set to repeat, the composer asks you to turn off repeat so you can submit it for approval.

The Scheduled Time

Sending a post for review keeps the time you chose. The post does not publish while it is in review.

  • When the last stage approves it, the post is scheduled for that time.
  • If the time passes while the post is still in review, Maeve Social clears the time when the post is approved. The conversation says The time had passed by the time it was approved, so it was cleared. Someone who can schedule then picks a new time.
  • A post sent with Post Now, or with no time set, is approved without a time. It needs one before it can publish.
  • Moving the time does not reset any approvals. Editing the content sends the review back to its first stage. See Handling Feedback.

What Holds a Post Up

Each post in Approvals shows its status.

StatusWhat to Do
Team stageWait for the people in the stage, or send them a reminder
Client stageWait for your client, or send them a reminder
Changes requestedRead the note, edit the post and share a new version
Needs scheduleChoose a time so the approved post can publish
ExpiredThe review closed before it finished. Send the post for review again
CancelledThe review was cancelled. Send the post for review again

Questions

Who can send work for review?

Managers, Editors and Creators. Creators can ask their team and can send a workflow that includes a client stage, but cannot add a client stage of their own. Viewers cannot send work for review.

Does sending a post for review clear its scheduled time?

No. The post keeps its time but does not publish until the last stage approves it.

What happens if the scheduled time passes while a post is in review?

The post does not publish. When it is approved, Maeve Social clears the past time, and someone who can schedule picks a new one.

What is the difference between a required and a suggested workflow?

A required workflow always runs for the posts it matches, and they cannot publish until it is done. A suggested workflow is filled in for you, and you can change it or send the post with no review.

Can I skip a required workflow?

Not from the composer. Once the review is running, a Manager can override it with a reason, which approves the post and skips the remaining stages.

Can I send a post for review before I choose a time?

Yes. It is approved without a time, and someone who can schedule picks the time afterwards.

Which plans include reviews?

Standard and Premium include reviews, workflows and client review.