The board: your pieces by status
Use the Studio Board to see each piece at its workflow stage and move it to another column by dragging it.
On this page
The Board sorts the project's pieces by status instead of by date. It's the view for seeing at a glance what's in draft, what's waiting for review and what's ready to go out.
To open it, go into a project and choose the Board tab. If it isn't there, the project doesn't have that view turned on.
Columns
Each column is a status in the project's workflow. With the built-in Estándar (standard) workflow you'll see, in this order:
- Borrador (draft)
- En revisión (in review)
- Aprobado (approved)
- Programado/Publicado (scheduled/published)
Status names are part of the workflow, so they appear as written above in every language. If the project uses a custom workflow, the columns are the statuses you defined. You can change them in the project settings; see approving and sending back pieces.
Besides the workflow columns, two more groups can appear:
- No status: pieces that don't have any status assigned yet.
- Outside this workflow: pieces whose status no longer belongs to the current workflow, for example because you switched workflows or deleted a status.
When a column has lots of pieces, Load more appears at the bottom to show the rest.
Move a piece to another status
You need to be an Editor on the project.
- Drag the piece's card.
- Drop it in the column of the new status.
The change saves when you drop it and is recorded in the piece's Activity.
Moving a piece never publishes it. Even if you move it to Programado/Publicado, Studio doesn't send anything to your social accounts. To publish, open the piece and use Publish now.
Sending a piece back: always with a reason
If you move a piece backwards from a review stage (En revisión) or a ready stage (Aprobado), Studio takes it as asking for changes or rejecting it. Before saving, it asks:
Why does it go back to "Borrador"?
- Write the reason: what needs to change and why.
- Click Send back. If you change your mind, click Cancel and the piece stays where it was.
The reason is posted as a comment on the piece ("Sent back to "Borrador": …"), so whoever is working on it knows exactly what to fix.
No reason is asked for when you move a piece forward, between statuses of the same stage, or back from a work stage or from published.
Who can do what
| Role | On the Board |
|---|---|
| Owner and Editor | See pieces and change their status |
| Commenter | Sees pieces and comments, but can't change statuses |
| Viewer | View only |
A Commenter can't approve a piece, because approving means moving it to Aprobado. More detail in roles and permissions.
Frequently asked questions
Does moving a piece to "Programado/Publicado" publish it?
No. No status change publishes anything. To publish, open the piece and click Publish now.
Why does it ask me for a reason when I move a piece?
Because you're sending it back from review or approved to an earlier stage. That counts as asking for changes or rejecting it, and the reason stays as a comment for whoever works on it.
What does "Outside this workflow" mean?
Those are pieces whose status no longer exists in the project's current workflow. Drag them to a workflow column to bring them up to date.
Can I change the board's columns?
Yes, by changing the workflow in the project settings. The columns always mirror the workflow's statuses.