Guide / SocialPlan / Schedule, post, cancel & delete 排程、發佈、取消與刪除

Schedule, post, cancel & delete

5 min read●Lesson 5 of 5●Difficulty: Easy
Why this matters: Knowing the difference between Cancel and Delete — and how to read the Activity log — prevents accidental data loss and gives you a clean audit trail for every post that goes through SocialPlan.

Scheduling an approved post

  1. Once a post is approved (status: Approved or Approved with note), open the post and confirm the 排程 Schedule date and time in the "at" field.
  2. If the schedule looks right, use Advance status to confirm it is queued. The post now shows as ready to post in the week view.
  3. Ready to post means the approved post's scheduled time has arrived or is imminent. At this point, go to the platform (Instagram, Facebook, etc.) and publish. SocialPlan does not auto-publish — it is a planning and approval tool, not a scheduler that pushes to social platforms directly.

Cancel Post — reversible

Use 取消貼文 Cancel Post when you need to pull a post from the schedule without permanently removing it. The post's status changes to 已取消 Post cancelled and it moves out of the active week view — but the post record, copy, assets, and approval history are all preserved.

  1. Open the post and click 取消貼文 Cancel Post.
  2. Confirm the cancellation when prompted.
  3. Status shows 已取消 Post cancelled. The post is parked, not gone.
  4. To restore it, click 還原取消 Undo Cancel. The post returns to its previous status and re-enters the active queue.

Delete — permanent

Use 刪除 Delete only when the post should not exist at all — wrong brand, duplicate, or content that will never be used. Deletion removes the post record entirely, including all history.

  1. Open the post and click 刪除 Delete.
  2. Confirm. The post is removed and marked 已刪除 Post deleted in the system — it will not appear in the campaign list.
  3. There is no undo for a deleted post. If unsure, use Cancel Post instead.

Cancel vs Delete — the rule

Ask yourself: could this post ever be rescheduled or reused? If yes → Cancel. If no → Delete. Default to Cancel when in doubt.

The Activity log

Every post has an Activity log / Activity section that records every state change, approval action, asset update, and cancellation with a timestamp and the name of the person who made the change. Use it to:

  • See why a post was reset or cancelled.
  • Confirm when and who approved a post.
  • Trace any "Approved with note" comments.
  • Audit archived posts — posts that have been published and closed move to Archived status; their Activity log is still readable.
"I cancelled a post by mistake."
Click 還原取消 Undo Cancel on the post. It will return to its previous status immediately. No data is lost.
"I deleted a post by mistake."
Deletion is permanent — there is no undo. Check the Activity log in the campaign for a record of what existed. If the content is urgent, you will need to recreate the post from scratch. This is why Cancel is always the safer first move.
"The post shows 'ready to post' but I can't find where to publish it."
SocialPlan does not connect to or push to Instagram, Facebook, or any other social platform directly. "Ready to post" is a status label meaning the post is approved and the scheduled time is here — you manually go to the platform and publish. SocialPlan is the plan; the platform is where it executes.
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排程、發佈、取消與刪除

5 分鐘●第 5 課，共 5 課●難度：簡單
為何重要：清楚了解取消與刪除的分別，以及如何查閱 Activity log ，可以防止意外資料損失，並為所有通過 SocialPlan 的貼文留下清晰的審計記錄。

為已批准貼文設定排程

  1. 貼文獲批後（狀態： Approved 或 Approved with note ），開啟貼文，確認「 at 」欄位中的 排程 Schedule 日期和時間。
  2. 若排程無誤，點擊 Advance status 確認排隊。貼文在週視圖中顯示為 ready to post。
  3. Ready to post 表示已批准貼文的排程時間已到或即將到來。此時需前往相應平台（ Instagram 、 Facebook 等）手動發佈。 SocialPlan 不會自動發佈 —— 它是規劃和審批工具，不會直接推送至社交平台。

取消貼文 Cancel Post —— 可撤銷

當你需要把貼文從排程中撤回但不想永久刪除時，請使用 取消貼文 Cancel Post。貼文狀態會更改為 已取消 Post cancelled，從活躍的週視圖中移除 —— 但貼文記錄、文案、素材及審批歷史均保留。

  1. 開啟貼文，點擊 取消貼文 Cancel Post。
  2. 確認取消操作。
  3. 狀態顯示 已取消 Post cancelled。貼文已暫存，並未消失。
  4. 如需恢復，點擊 還原取消 Undo Cancel。貼文即恢復至取消前的狀態，重新進入活躍佇列。

刪除 Delete —— 永久操作

只有當貼文完全不應存在時，才使用 刪除 Delete，例如品牌錯誤、重複貼文，或永遠不會使用的內容。刪除會完全移除貼文記錄，包括所有歷史。

  1. 開啟貼文，點擊 刪除 Delete。
  2. 確認後，貼文被移除，系統標記為 已刪除 Post deleted，不再出現在 Campaign 列表中。
  3. 刪除操作無法撤銷。如有疑慮，請改用取消貼文。

取消 vs 刪除 —— 使用原則

問自己：這篇貼文將來有可能重新排程或重用嗎？若有 → 選 取消。若完全不需要 → 選 刪除。如有疑惑，預設使用取消。

Activity log 活動記錄

每篇貼文均設有 Activity log / Activity 區域，記錄所有狀態變更、審批操作、素材更新及取消動作，並附上時間戳記和操作人姓名。用途包括：

  • 查看貼文被重置或取消的原因。
  • 確認貼文的批准時間及批准人。
  • 追蹤「 Approved with note 附備注批准」的具體內容。
  • 稽核已歸檔貼文 —— 已發佈並關閉的貼文狀態變為 Archived （已歸檔），其 Activity log 仍可查閱。
「我誤按了取消貼文。」
在貼文上點擊 還原取消 Undo Cancel，貼文即時恢復至取消前的狀態，不會有任何資料損失。
「我誤刪了一篇貼文。」
刪除是永久操作，無法撤銷。請查閱 Campaign 的 Activity log 了解該貼文的記錄。若內容緊急，需從頭重新建立貼文。這正是「取消」永遠比「刪除」更安全的原因。
「貼文顯示為 'ready to post'，但我找不到發佈按鈕。」
SocialPlan 不會直接連接或推送至 Instagram 、 Facebook 或任何社交平台。「 Ready to post 」只是一個狀態標籤，表示貼文已獲批准且排程時間已到 —— 你需要手動前往平台發佈。 SocialPlan 是規劃工具；執行在平台上完成。
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