Publishing Planner | MarkHub documentation

Before you start

Use the account and workspace that own the relevant records. The feature also needs to be enabled for this installation and plan.

Open this feature

Open /portal/publishing/planner on your site.

Steps

Choose a task

Create a campaign brief
Review the calendar and queue
Add an internal note to a post
Review a campaign report

Create a campaign brief

Open /portal/publishing/planner/campaigns and select New campaign.
Enter Campaign name. Add Short description, Goal, Target audience, Call to action and Landing page URL as needed.
Use Internal notes for the team’s working context. Choose Start date, End date and Calendar color to organize the campaign.
Select Save campaign. Open the saved campaign and check its brief and date range.

Review the calendar and queue

Open /portal/publishing/planner for the calendar. Check the chosen period, filters and timezone before comparing dates.
Select the intended post or campaign from its displayed entry. Review its account, content, schedule and current status.
Use /portal/publishing/planner/queue and /portal/publishing/planner/drafts to inspect the relevant work lists. A draft or queued item is not a published result.
Use the post’s available editing/approval controls only for the intended item. Check the resulting status before repeating an action.

Add an internal note to a post

Open the intended post from the calendar, queue or campaign.
In Add internal note, enter the instruction or context for your team.
Select Add note and check the note in Internal notes.

Review a campaign report

Open the intended campaign from the campaigns list and use its report link.
Check the campaign, accounts, dates and available metrics. A missing metric is not automatically a zero.
If exporting or sharing a report, inspect what it contains and confirm the intended audience before distributing its link or file.

Form controls and field details

Use Save campaign

Open /portal/publishing/planner/campaigns/create on your application domain, using the workspace account for this task.
Find the form containing Campaign name, Short description, Goal. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save campaign. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Campaign name	Required. Enter the campaign name for this task, using the help or example shown by the form. The form’s example is e.g. Autumn product launch. Replace it with your own value. Maximum 120 characters.
Short description	Optional unless the current form requests it. Enter the short description for this task, using the help or example shown by the form. The form’s example is What is this campaign about?. Replace it with your own value. Maximum 1000 characters.
Goal	Optional unless the current form requests it. Enter the goal for this task, using the help or example shown by the form. The form’s example is The outcome your team is working towards. Replace it with your own value. Maximum 80 characters.
Target audience	Optional unless the current form requests it. Enter the target audience for this task, using the help or example shown by the form. Maximum 2000 characters.
Call to action	Optional unless the current form requests it. Enter the call to action for this task, using the help or example shown by the form. Maximum 140 characters.
Landing page URL	Optional unless the current form requests it. Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is https://. Replace it with your own value. Maximum 2000 characters.
Internal notes	Optional unless the current form requests it. Enter the internal notes for this task, using the help or example shown by the form. Maximum 1000 characters.
Start date	Optional unless the current form requests it. Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
End date	Use the date/time picker. Check the date range and the timezone shown by your account or this screen.
Calendar color	Required. Enter the calendar color for this task, using the help or example shown by the form.

Use Add note

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /portal/publishing/planner/posts/{post}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Add internal note. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Add note. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Add internal note	Required. Enter the add internal note for this task, using the help or example shown by the form. Maximum 2000 characters.

Use Send request

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /request/campaign/{token}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Facebook, LinkedIn, Google Business, One URL per line. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Send request. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Facebook, LinkedIn, Google Business	Enter the facebook, linkedin, google business for this task, using the help or example shown by the form. The form’s example is Facebook, LinkedIn, Google Business. Replace it with your own value.
One URL per line	Enter the complete address required by this field. For a callback or webhook, copy the URL shown by the running application instead of guessing its path. The form’s example is One URL per line. Replace it with your own value.

Create or update: Return to drafts / Rejecting...

Open /portal/publishing/planner/approvals on your application domain, using the workspace account for this task.
Find the form containing Decision note (optional). Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Return to drafts, Rejecting.... Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Decision note (optional)	Complete the visible field for the current selection; follow its validation message. The form’s example is Feedback for the author.... Replace it with your own value.

Create or update: Approve & publish / Approve / Approving...

Open /portal/publishing/planner/approvals on your application domain, using the workspace account for this task.
Find the form containing Decision note (optional). Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Approve & publish, Approve, Approving.... Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Decision note (optional)	Complete the visible field for the current selection; follow its validation message. The form’s example is Feedback for the author.... Replace it with your own value.

Use Copy post

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Copy post. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Create or update: Shorten Links / Shortening...

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Shorten Links, Shortening.... Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Use AI Caption

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select AI Caption. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Use AI Image

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select AI Image. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Create or update: Repurpose / Repurposing...

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Repurpose, Repurposing.... Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Create or update: Review / Reviewing...

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Review, Reviewing.... Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Create or update: Best time / Finding...

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Best time, Finding.... Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Create or update: Variant :number / Use this

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Variant :number, Use this. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Use Variant

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Variant. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Use %

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select %. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value.

Use Save Caption

Open /portal/publishing/planner on your application domain, using the workspace account for this task.
Find the form containing Channel, Caption, Search or pick labels.... Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Save Caption. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Channel	Choose an available entry by its displayed name. The list depends on your account and the selected workspace; do not type an internal record ID.
Caption	Enter the caption for this task, using the help or example shown by the form. The form’s example is Write the main caption, CTA, hashtags, and any publishing notes for this slot.... Replace it with your own value.
Search or pick labels...	Enter the search or pick labels... for this task, using the help or example shown by the form. Use Labels to organize, filter and report on your content.
Internal notes	Enter the internal notes for this task, using the help or example shown by the form. The form’s example is Approval notes, coordination reminders, or media instructions.... Replace it with your own value.
Repeat until	Enter the repeat until for this task, using the help or example shown by the form.
Caption name	Required. Enter the caption name for this task, using the help or example shown by the form. The form’s example is Product teaser set. Replace it with your own value. Maximum 120 characters.

Create or update: Attach / Attaching...

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /portal/publishing/planner/campaigns/{campaign}. Use the application’s record link; do not type a placeholder such as {id}.
Find the form containing Choose a recent file. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Attach, Attaching.... Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Choose a recent file	Required. Enter a number in the unit shown by this setting. Check any currency, duration or count label before saving.

Use Create request link

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /portal/publishing/planner/campaigns/{campaign}. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Create request link. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Create or update: Open draft / Create draft

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /portal/publishing/planner/campaigns/{campaign}. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Use the button shown for the current state: Open draft, Create draft. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Create review link

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /portal/publishing/planner/campaigns/{campaign}. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Create review link. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Create report link

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /portal/publishing/planner/campaigns/{campaign}. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Create report link. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use New label

Open /portal/publishing/planner/labels on your application domain, using the workspace account for this task.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select New label. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Duplicate label

Open /portal/publishing/planner/labels on your application domain, using the workspace account for this task.
Find the form containing Label name, Accent color, Description. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Select Duplicate label. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Label name	Enter the label name for this task, using the help or example shown by the form. The form’s example is Launch. Replace it with your own value.
Accent color	Enter the accent color for this task, using the help or example shown by the form.
Description	Enter the description for this task, using the help or example shown by the form. The form’s example is What this label should be used for across the publishing workflow.... Replace it with your own value.

Create or update: Update Label / Create Label

Open /portal/publishing/planner/labels on your application domain, using the workspace account for this task.
Find the form containing Label name, Accent color, Description. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Update Label, Create Label. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Label name	Required. Enter the label name for this task, using the help or example shown by the form. The form’s example is Launch. Replace it with your own value. Maximum 80 characters.
Accent color	Required. Enter the accent color for this task, using the help or example shown by the form. Maximum 24 characters.
Description	Optional unless the current form requests it. Enter the description for this task, using the help or example shown by the form. The form’s example is What this label should be used for across the publishing workflow.... Replace it with your own value. Maximum 500 characters.

Use Create client review link

Open /portal/publishing/planner and select the record you want to work with. Its detail/edit address follows /portal/publishing/planner/posts/{post}. Use the application’s record link; do not type a placeholder such as {id}.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Create client review link. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Use Refresh

Open /portal/publishing/planner/queue on your application domain, using the workspace account for this task.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Select Refresh. Check the current record, recipients, amount or destination before confirming when those values apply.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Create or update: Move to drafts / Moving…

Open /portal/publishing/planner/queue on your application domain, using the workspace account for this task.
Find the form containing Select :title. Complete the relevant fields using the table below. Fields can appear or change after you select an option.
Use the button shown for the current state: Move to drafts, Moving…. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Field	What to enter or choose
Select :title	Enter the select :title for this task, using the help or example shown by the form.

Create or update: Retry / Queuing…

Open /portal/publishing/planner/queue on your application domain, using the workspace account for this task.
Select the intended record or item first and review its displayed values. There is no separate input form described for this control.
Use the button shown for the current state: Retry, Queuing…. Creation and editing can show different labels; submit the form once.
If the application identifies a missing or invalid field, correct that field and submit again. If an external request or payment has an uncertain outcome, check its history before repeating it.

Fields and choices

The task above names the fields to complete and explains the choices that affect its outcome.

Check the result

Use the expected result beside each task. Check the intended account, record and final state; a saved draft, submitted request or displayed link is not the same as a completed external action.

Common problems

Problem	What to check
The screen or action is missing	Check the correct workspace account, role, enabled app and plan. A hidden action is not fixed by typing an internal endpoint.
A field is rejected	Read its validation message, choose from the offered options and check the relevant format or limit. Do not substitute a database ID for a displayed choice.
A list is empty	Check the selected workspace, search text, date range and status filters. Clear one filter at a time before concluding that records are missing.
A request is still pending	Check its status/history before repeating it. For messages, publishing, imports and payments, a submitted request can finish later or fail separately.

Technical reference

Role-scoped source references

Pinned commit: 68a5655db1bbe17c74fb211f0fe0ee4e63c8be88

Source-only route information

Method	Source-default route
GET	/review/campaign/{token}
POST	/review/campaign/{token}/comment
GET	/report/campaign/{token}
GET	/request/campaign/{token}
POST	/request/campaign/{token}
LIVEWIRE	/portal/publishing/planner
LIVEWIRE	/portal/publishing/planner/drafts
LIVEWIRE	/portal/publishing/planner/queue
LIVEWIRE	/portal/publishing/planner/approvals
LIVEWIRE	/portal/publishing/planner/campaigns
LIVEWIRE	/portal/publishing/planner/campaigns/create
LIVEWIRE	/portal/publishing/planner/campaigns/{campaign}/edit
LIVEWIRE	/portal/publishing/planner/content-requests
LIVEWIRE	/portal/publishing/planner/campaigns/{campaign}
LIVEWIRE	/portal/publishing/planner/campaigns/{campaign}/report
GET	/portal/publishing/planner/campaigns/{campaign}/report/export
LIVEWIRE	/portal/publishing/planner/posts/{post}
LIVEWIRE	/portal/publishing/planner/labels

Unmapped fields — not user instructions

These fields belong to this role’s source handler, but their screen labels were not confirmed.

Source key	Handler
composer.caption_library_source_type	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.account_ids	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.caption	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.media_type	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.media_items	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.network_options	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.schedule_mode	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.schedule_slots	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.schedule_slots.*	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.repeat_rule	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.repeat_until	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.repeat_days	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.repeat_days.*	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.label_ids	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.campaign_id	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
composer.client_request_id	modules/Publishing/PublishingPlanner/Livewire/PublishingCalendar.php
form.status	modules/Publishing/PublishingPlanner/Livewire/PublishingCampaignEditor.php
form.color	modules/Publishing/PublishingPlanner/Livewire/PublishingCampaignEditor.php
brief.goal	modules/Publishing/PublishingPlanner/Livewire/PublishingCampaignShow.php
brief.primary_cta	modules/Publishing/PublishingPlanner/Livewire/PublishingCampaignShow.php
brief.landing_url	modules/Publishing/PublishingPlanner/Livewire/PublishingCampaignShow.php
brief.target_audience	modules/Publishing/PublishingPlanner/Livewire/PublishingCampaignShow.php
assetId	modules/Publishing/PublishingPlanner/Livewire/PublishingCampaignShow.php
form.status	modules/Publishing/PublishingPlanner/Livewire/PublishingLabels.php
form.color	modules/Publishing/PublishingPlanner/Livewire/PublishingLabels.php
body	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignApprovalController.php
post_id	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignApprovalController.php
content_version	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignApprovalController.php
decision	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignApprovalController.php
client_name	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
client_email	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
title	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
requested_channels	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
requested_due_on	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
primary_cta	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
landing_url	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
details	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php
asset_urls	modules/Publishing/PublishingPlanner/Http/Controllers/CampaignClientRequestController.php