For agencies / Sharing & approval
Unshare, complete or delete a plan
Take a shared plan back, close a finished one, or delete a plan you no longer need.
Who can do this: All staff
Steps
-
Open the plan from Draft plans or Approved plans.
Each of the next steps is its own action. Do the one you need.
-
Select Unshare in the plan header to take a shared plan back. If someone at the client will get an email, confirm with Unshare.
-
Select Mark completed, then Mark completed again to confirm, to close a finished plan.
-
Select Reopen to open a completed plan for changes again. Tick Completed in Approved plans to list completed plans.
Mark completed and Reopen are also on each plan's row in Approved plans.
-
Open the Settings tab and select Delete plan, then Delete, to delete a draft or a plan in review. You can also select Delete on its row in Draft plans.
What happens next
| Action | Result |
|---|---|
| Unshare | The plan goes back to Draft and disappears from the client's plans. The client is notified. |
| Mark completed | The client keeps seeing the plan under Completed plans, read-only. Staff can't change its content or comments either. |
| Reopen | The plan is open for changes again. |
| Delete | The plan goes to Recently deleted for 15 days, where it can be restored. |
Notes
- A shared plan can't be deleted. Unshare it first; a completed plan needs reopening and unsharing.
- Only a draft that holds nothing from the client can move to another client under Settings. Once the client has commented, suggested a caption, approved anything or chosen a grid, or a post has gone live, create a new plan instead. Content in Recently deleted still counts. Staff comments addressed to the client alone don't stop a move.
- Before you unshare, the app tells you who at the client will get an email. If nobody at the client would get it, because they turned it off, muted your agency's client, or turned email off altogether, you see no warning.
- Every delete asks the same question, Delete this plan?, and says how long you can restore it.
- Export the plan when the plan is completed, so everyone has a final snapshot.