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Plaky Help Center Mobile App Getting Started with Plaky on Android device

Getting Started with Plaky on Android device

This getting started guide is a brief overview of the main functionalities and actions that the Plaky Android app offers. Stay in the loop and manage your projects even when you’re away.

Step 1: Download app #

Go to the Google Play Store and download the app.

Step 2: Register/create Organization #

When you open the app, you’ll see a home screen with empty fields you’ll be prompted to fill out.

  • Organization name
  • Your name
  • Email address
  • Password

Enter the Organization name, your name, email and password and click Register to complete the action.

Step 3: Explore Plaky #

Here are some basic concepts you’ll encounter when exploring Plaky:

  • Organization
  • Workspace
  • Board
  • Item

Organization #

Organization is a basic unit of your Plaky application. It is a virtual space and it can represent an actual company, organization, corporation, establishment, or any other entity that corresponds to your business logic.

Main elements within one Organization are:

  • Workspaces
  • Boards
  • Items

Workspace #

Use Workspace to manage multiple departments, teams, project, tasks and all related correspondence with your coworkers in one place.

Board #

Plaky Board has your Team’s tasks, workflows and processes visualized. It helps users stay organized and keep track of you and your Team’s work.

Edit Board #

If you need to update your tasks on the go, you can do that by editing your Board. You can modify your Board in the following ways:

  • Change Board View (Table, Kanban)
  • Edit Items’ attributes (description, subscriber, priority, status, link…etc.)
  • Add Comments
  • Attach Files
Change Board View #

Plaky app offers you different types of Board Views to help you visualize your data in the way that suits you best.
There are two different types of Board View:

  • Table View (default)
    • Board represented as table with columns and rows

Swipe left to see all the Columns on the Board.

  • Kanban View
    • Board visualized according to well known project management technique used to manage work by prioritizing tasks

Swipe left to see all the Items on the Board grouped by Status.

Item #

Each Board in Plaky contains entities called Items. They are building parts of your project and they can represent any notion that makes sense to the user (task, location, client, time determinant…).

Add Item #

Plaky helps you can stay organized even when you’re on the go. Add tasks from your Android device in a few easy steps.

  1. Go to Workspace and Board you’d like add Item to
  2. Tap +New item
  3. In Create item modal enter Item name
  4. Tap Create item to confirm the action

or

  1. Tap + icon at the bottom right part of the screen
  2. Choose New item
  3. In Create item modal enter Item name
  4. Tap Create item to confirm the action
Modify Item #

You can use Plaky on your Android device to modify Items.

Plaky Android app helps you edit and modify Items. However, if you’d like to add, edit or modify Workspace or Board, you need to do that in the web app.

To modify Item:

  1. Tap on Item to open
  2. In Item modal modify the following:

  • Item card (edit all Item’s elements)
  • Comments (add)
  • Files (attach)
Add Group #

Groups help you organize Items on your Board. They are color-coded which helps you visually divide Items on your Board into sections. Each section can represent a notion meaningful to you, whether it’s a project, process or an activity you’re trying to manage.

To add Group:

  1. Go to Workspace and Board you’d like add Group to
  2. Tap + icon at the bottom right part of the screen
  3. Choose New group
  4. In Create group modal enter Item name
  5. Tap Create group to confirm the action

At the moment, you can create Groups in Table Board View only. We’re working on providing this option in Kanban View, as well.

Plaky menu #

From the hamburger menu at the top right, access the following functionalities:

  • Home screen (see the Workspaces and Boards you created)
  • Notifications screen (see all activities that affect you)
  • Help Center screen
  • Settings

Notifications #

In this section, you can see the list of all Bell Notifications you received including those that are unread, comments you were mentioned in and the Items you were assigned to.

Help #

Here, you can access Plaky Help documentation with instructions and guides on how to use the app.

  1. Tap on the hamburger menu at the top left
  2. Choose Help screen

Settings #

Configure your account and your Organization environment including the Notification Settings.

Notification settings #

Here you can configure your Email and In-app notifications.

Toggle the switch on/off so that you turn on/off Email Notifications for the following actions:

  • You are assigned to an Item
  • You’re mentioned in a post or reply
  • Item you’re subscribed to is changed
  • Someone adds a comment to an Item you’re the Owner of
  • Someone adds a comment to an Item you’re subscribed to
  • Someone signs up after you have invited them
  • Someone doesn’t sign up after you’ve invited them
  • Someone subscribes you to Board/Item/Team
Email Notification settings

Toggle the switch on/off to turn on/off In app Notifications for the following actions:

  • Someone subscribes you to Board/Item/Team
  • Someone changes Item you’re subscribed to
  • Someone adds a comment to an Item you’re the owner of
  • Someone adds a comment to an Item you’re subscribed to
In-app Notification settings