For agencies / Planning
Live updates
Plans, lists and notifications follow other people's changes without reloading.
Who can do this: All staff
You never need to reload a page to see what others did. When a teammate or your client changes a plan, the page you have open shows it within moments: new posts, media, captions, comments, approvals, a grid choice or a status change.
What updates by itself
- The plan you have open, in Grid, Stories and Table.
- Plan lists such as Draft plans and Approved plans, and the Clients table.
- Notifications: the count appears as soon as something arrives for you. Opening Notifications clears it in all your open tabs.
While you have a plan open, only changes to that plan refresh it.
Your own changes
The tab you work in shows your change at once. Your other tabs and devices catch up by themselves.
While you type in a field, a change someone else makes elsewhere arrives without overwriting what you are typing.
If someone else saves a caption while you are editing it, your save doesn't replace their words. Your text stays in the box and their version shows under it. Copy anything you need, then save again to replace it.
Your client sees changes too
Your client's open plan follows your changes the same way, once the plan is shared. Internal notes never reach them.
Notes
- If the connection drops, the app keeps checking for changes and catches up when it can. You don't need to do anything.