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The easy way to collaborate with social media team members and clients (plus a tool)

Collaboration has always been a big issue in workplaces. That’s why businesses are constantly looking for innovative ways to ensure collaboration between employees.

Frankly, poor collaboration can lead to losses for a business.

On the other hand, effective collaboration can lead to better business results. Like other aspects of business operations, teamwork is vital in social media marketing.

Whether you’re creating social content as a team or for a client, you need contributions from other people. This could be in the form of comments, copy, media files, and more.

For most social media teams to collaborate today, they need a dedicated collaboration tool. Luckily, with Planable, you can plan your social media content and collaborate in the same place.

How does Planable achieve this? I’ll be going into greater detail shortly.

Effective collaboration with your social media team on Planable

Working in a social media team can take a lot of time. Even more, it can be stressful. 

How can Planable make collaboration with your social media team easier? Or how does this tool make working with your client more efficient?

In a moment, this review will answer these questions. 

Once you log in to your account, the first task to do is to create a workspace.

Click on “Create a Workspace” in your dashboard. Once you do that, Planable will load the next page where you can enter the workspace name and your time zone.

On the next page, you can connect your social media accounts to this workspace. Currently, Planable allows you to connect Facebook, Twitter, Instagram, LinkedIn, YouTube, TikTok and Google My Business accounts to your workspace.

You also have the option to connect later. After doing that, you can set up your approval workflow for social media posts. This displays different levels of approval requirements depending on your needs.

If you select “None,” it means approvals will be disabled on your posts and are not required for publishing. “Optional” enables approval but without making it compulsory while “Required” makes it compulsory.

In a case where you want approval from both the team head and client before publishing, select the “Multi-level” option.  The content goes automatically through multiple approval stages, notifying each reviewer when it’s their turn to give the greenlight. 

Then, click on “Finish” to complete your workspace setup. Now that you’ve set up your workspace, you can start collaborating with team members.

Adding and managing team members on Planable

While running your social media campaigns, you need to publish posts. Ideally, you need to collaborate with your team members during this process.

In some cases, you need to collaborate with clients if you’re running campaigns on their behalf. To add team members, navigate to the top left corner of your workspace and click on the “+” icon.

Here, you can enter their email and name. Beyond that, it’s easy to set permissions and add them to a membership category.

With the permissions, you can define roles for the new member. Membership allows you to indicate whether the person is a team member or a client. Being a client means they have no access to private team posts and internal notes.

If you want to share your workspace with someone outside Planable, click on “Create invite link” and share the link with them. This way, it’s easier to get them to register on Planable.   

To see the members already in your team, click on “Members” at the top of your popup. 

Here, you’ll see each member and their role. You can also change their role and membership status by clicking on the 3 dots beside their role.

Another important task to execute here is to set permissions. When you click on “Permissions,” you can assign tasks that a team member can execute in the workspace.

Beyond permissions, you can set up notifications for specific activities in your workspace. 

Collaborating on social media content creation

On Planable, there are tools to help create your social media posts in one place. In addition to that, you can collaborate with other team members and take their feedback.

To create a post, click on “Compose” at the top right corner. Once you do that, a popup will appear to create your post.

Here, you have many options for your post. First, you can publish to all your social media accounts at once.

With the sync on, you have the ability to create your post once for multiple accounts. You can also customize your post for each social media network.

In that case, all you need to do is switch the sync off and edit the post for each platform. Apart from this, you can upload images or videos from your computer by using the icons below the post.

Furthermore, you have the option to upload images, videos, or GIFs from your Planable media library. If you’re posting on Instagram, you’ll love the ability to add carousels. 

When I selected the option to add from the media library, the files show up at the right sidebar. If you need some media files in future posts, hit the “Upload” button to add them to Planable.

After adding your media file, you can turn the sync off and edit the posts for each social network. For instance, if you click on Instagram, Planable lets you choose whether it’s a regular post, story, or IGTV.

Beyond that, the platform adjusts your media size to each social network’s specifications. So, there’s no need to worry about the image size.

Apart from adding media to your post, other options include specifying your location, targeting specific audiences, or adding an emoji. Of course, the options vary with the social platform.

To categorize your posts more efficiently, Planable allows you to add relevant labels. Making it easy to differentiate between campaigns or content pillars.  

When do you want to publish your post? Planable provides 3 options at the bottom of your post settings. These help to schedule your posts at your preferred times.

Once you complete the setup, you have the options to save, publish immediately, or schedule.

After creating your post, it will appear on your feed. Here, team members and clients can provide feedback about the post. For example, there’s a comment box just beside the post.

In the comment box, you can leave feedback and tag concerned team members. You also have the option to attach the necessary files. If you only want team members and not clients to see your comment, then leaving it as an internal note achieves that.

Another essential feature is the “Filter and sort” at the top right corner of your page. With this feature, you can sort your posts based on different criteria.

In the post, there are more options you can explore. Click on the 3 dots at the top right corner of the post to see these options.

While you’re still editing your post with team members, you’ll prefer clients don’t see it. In that case, the “Hide from clients” option will be handy. Since this is a Facebook post, you can specify a preferred audience before publishing.

On the left side of the post, you’ll see the approval button and the social media channel button.

As mentioned earlier, you can edit the approval workflow according to your needs. If you’re working with a client, you have the option to request their approval before you publish.

Post views on Planable

On Planable, you get 4 different views for your posts. These are:

  • Feed view
  • Calendar view
  • List view
  • Grid view

All these views serve their functions for effective social media scheduling and collaboration. I’ll mention some of them shortly.

First, the feed view shows how your post will look on each social media channel. So, before you publish, you’ll see how your audience will view your posts.

By seeing this, you can adjust your captions and images until you get the right view for your audience. For instance, here’s the feed view for Twitter:

The calendar view meets your planning needs. One way to get results from social media is to publish consistently. What better way to do that than plan on a calendar?

This way, you can see an overview of your posts for a month. To switch to this view, click on the drop-down at the top left corner and select “Calendar view” among the options.

On this page, you’ll see posts for each date of the month. When you scroll further down the page, there are more posts for the rest of the month. 

At the left sidebar of the page, there are saved posts. Of course, you can switch to the weekly view if you want to see a smaller time frame. Just click on “week” at the top right corner of the page to do so.

Beyond that, you can create a post without leaving the calendar. All you have to do is navigate to an empty date and hover your mouse on it. You’ll see “+ New post” at the top.

Clicking that will trigger the content creation popup. 

The list view allows you to take quick actions on one or more of your social media posts. To access this view, select “List view” from the drop-down at the top left corner.

At the left side of your posts, you can select multiple posts. Doing this will bring up options at the bottom of the page. 

There are options such as copying the post to another workspace, approving posts, hiding from clients, making visible to clients, and more. For instance, if you’ve created separate workspaces for your clients, you can copy posts they need to approve to those workspaces.

Beyond that, you can access these options beside each post.

Furthermore, Planable allows you to view both desktop and mobile versions of your posts. Click on a post on your list to see the versions.

Lastly, the grid view allows you to see your posts in the grid format. This view is especially handy for Instagram posts.

It’s easy to see how your profile will look based on your posts. Besides, you can create an Instagram theme by rearranging your posts to fit a pattern. This can keep users on your profile longer and encourage them to follow your account.

Another feature you’ll love is the ability to create stories here. Just click on “Create new story,” and you can set up your Instagram stories.

Planable mobile app

The reality is that some workers rarely sit with their computers during work hours. As a result, social media marketers may need to edit and publish posts on the go.

In another sense, clients may need to approve posts on the go. This is why the iOS and Android mobile apps are vital to using this tool.

Fortunately, there’s an intuitive app that makes executing tasks easy.

Customer support

Planable offers customer support through 2 main channels:

  • Help Center 
  • Chat

Luckily, you can access both channels from your account. You’ll find the chat button at the bottom right corner of your page, while the “Help” icon is at the top right corner.

Through these channels, you can get your problems across to the Planable team or find solutions in the help center.

Planable pricing

How much does Planable cost? It depends on your needs and the plan that meets them. Here are the 4 plans available in the tool:

  • Free: this is for teams that want to try Planable before making a commitment.
  • Starter: this plan costs $39 monthly. If you pay annually, that goes down to $33.
  • Premium: the premium plan costs $99 monthly. For an annual subscription, the cost reduces to $83.
  • Enterprise: to get a price for this plan, you have to contact the Planable team.

To get more details about the features for each plan, you can visit the Planable pricing page.


Inevitably, social media teams need to collaborate while creating social content. And if you have clients, you need to get their approval before publishing posts.

Unfortunately, you have to use 2 or 3 tools to achieve this in the past. With Planable, however, you can schedule your social media posts as well as collaborate with team members and clients.

I’ve been really impressed with Planable, their combined features make it a no brainer for any marketer or business looking to manage and grow their social media. Check out their free plan here and see why it’s the easiest collaboration tool on the planet!

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About Lilach Bullock

Hi, I’m Lilach, a serial entrepreneur! I’ve spent the last 2 decades starting, building, running, and selling businesses in a range of niches. I’ve also used all that knowledge to help hundreds of business owners level up and scale their businesses beyond their beliefs and expectations.

I’ve written content for authority publications like Forbes, Huffington Post, Inc, Twitter, Social Media Examiner and 100’s other publications and my proudest achievement, won a Global Women Champions Award for outstanding contributions and leadership in business.

My biggest passion is sharing knowledge and actionable information with other business owners. I created this website to share my favorite tools, resources, events, tips, and tricks with entrepreneurs, solopreneurs, small business owners, and startups. Digital marketing knowledge should be accessible to all, so browse through and feel free to get in touch if you can’t find what you’re looking for!


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