Social publishing
Generate, edit, and approve an Instagram post from project photos
Choose an eligible photo period/project, review the single current draft, revise media/caption, and approve it for publishing. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin.
- Connected/enabled Instagram
- company-admin access
- eligible project photos in the chosen date range.
My Work → Social Media (#/social-media) → New Post/Posts planner
Generate, edit, and approve an Instagram post from project photos
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Open the workspace
In JobBuddy, go to My Work → Social Media (#/social-media) → New Post/Posts planner.
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Confirm access and starting state
Connected/enabled Instagram; company-admin access; eligible project photos in the chosen date range.
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Complete the main setup
Review date presets/custom range, optional project, generation failure when no eligible media, Posts library, preview carousel/image enlargement, edit caption, regenerate caption without changing photos, replace photos, revision history/number, delete pending draft, approve, and the current one-reviewable-post workflow.
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Review the important choices
Treat old multi-option navigation as legacy only when it appears.
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Verify the result
Choose an eligible photo period/project, review the single current draft, revise media/caption, and approve it for publishing.
Expected result: Choose an eligible photo period/project, review the single current draft, revise media/caption, and approve it for publishing.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Connected/enabled Instagram; company-admin access; eligible project photos in the chosen date range.
The result is incomplete or unexpected.
Date range/project eligibility, photo selection, current versus legacy saved options, caption regeneration, manual editing, media replacement, revision number, pending-approval lock, and publish confirmation protect the public outcome.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Choose an eligible photo period/project, review the single current draft, revise media/caption, and approve it for publishing.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.