Mobile App

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Getting Started with Plaky on iOS Device

If you’d like to use all the benefits that Plaky offers and always keep up with the latest developments, even when you’re on the go, then Plaky mobile app is the right solution for you.

Here’s a brief overview of the main functionalities provided for the mobile app on the iOS device.

Step 1: Download app #

Prior to configuring anything, go to the iOS App 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

After you filled out all the required fields, tap Register to complete the action.

Step 3: Explore Plaky #

Now that you created the Organization, you can navigate through the app.

In Home screen, go to the hamburger menu at the top right of your screen.

From here, you can access:

  • Home screen
  • Notifications screen
  • Invite Members screen
  • Help Center screen
  • Settings

Home screen #

Home screen allows you to see all the Workspaces and Boards you’ve created.

Please note that the iOS Plaky app allows you to add, edit and modify Item. However, to add, edit or modify the Organization, Workspace, Board or any other element available in the app, please use Plaky web application.

Tap on the Workspace and the Board to open it.

Boards are, by default, sorted according to the order they were created in. You can also choose to arrange them as Favorites (starred as Favorites) or Recent (those recently used).

To do that:

  1. Tap on the hamburger menu
  2. Choose Home screen
  3. Tap on the arrow on the right to expand

You’ll be able to see a Quick access section. Tap to choose to display Boards as Favorites or Recent. Currently used display is marked.

After you selected the preferred sorting option, Boards will be displayed accordingly.

You can also search Boards, Files and other documents in the search box at the top.

Once you start typing, the search results will be displayed below.

When you click on the Board, you can search through the Items in the Search task bar at the top of the screen. Once you start typing, the search results will be displayed below.

If you have a lot of Items in Item Groups, you can extend and collapse Item Groups so that you have a better overview of the Board you’re using.

Add Item #

If you’re not anywhere near your PC and need to add new task on the go, you can do that from Plaky iOS app. Apart from an overview of all the Boards and Workspaces you have access to, you can also add Item in a few easy steps.

  1. Choose Workspace and then Board you’d like to add Item to
  2. Tap on +New Item on the Board

Now you need to enter Item name and tap Add in Add Item modal.

Once you’ve created new Item, it will be visible on the Board in the iOS and web app.

Now, you can modify it by setting up due Date, Status, assigning Team Members, or adding Comments and Files.

Comments #

In the Comments tab, you can add any additional comments you might have, or information related to the Item in question. Simply tap on the Comments tab and Leave a comment button. Type out a comment in the rich text screen. With different headings and formatting styles available, you can also leave longer and more complex notes or comments.

Files #

In the Files tab, you can upload multiple number and different types of files, open and play multimedia files, manage files attached to the Item and download files from the preview.

To upload files, tap on the Files tab and Add File button. Then choose one or more files from your local storage.

Plaky iOS app supports the following types of files:

FileTypeExtensions
PDF.pdf
WORD.doc
.docx
EXCEL.xls
.xlsx
PPT.ppt
.pptx
TXT.txt
PNG.png
JPEG.jpeg
.jpg
SVG.svg
GIF.gif
MP4.mp4
AVI.avi
ZIP.zip
RAR.rar
WEBM.webm
MOV.mov
BMP.bmp
CSV.csv
7Z.7z
MP3.mp3
RTF.rtf
MPEG.mpeg
WAV.wav

Notifications screen #

Notifications screen provides you an overview of the following:

  • All activities that affect you
  • Marking Notifications as read and deleting them
  • List of Items that are mentioned in Notifications

They are grouped in four different tabs:

  • All (Notifications listed)
  • Unread (Unread Notifications)
  • Mentioned (Notifications you were mentioned in)
  • Assigned (Notifications which inform you of Items, Boards, or some other entity you were assigned to)

To check the details of the Notification, tap the Notification tile in the Notifications screen.

All Notifications contain the appropriate icon that indicates the type of event you are notified of. Notification you checked or read will no longer be listed in the Unread tab.

Invite Members screen #

You can also invite new Members to the Workspace.

There are two ways in which you can do that:

  • Invite new Team Member by email
  • Invite new Team Member with link

To invite new Members:

  1. Tap on the hamburger menu
  2. Choose Invite Members screen
  3. Choose one of the two options (by email or with a link)

If you choose to invite Team Member by email, new Invite Team Member modal prompts you to enter Member’s email. Tap Invite to complete the action. Member will get the invitation email with the link to the Workspace they are invited to.

When you tap on Invite with link, the link is made and you’ll see the list of apps you can use to share the link with the Member you’d like to invite.

Member will get the link they need to open in order to access the Organization they’re invited to.

Help Center screen #

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 Center screen

You’ll be able to access basic guidelines on how to use Plaky.

Settings #

Settings section helps you configure your account and your Organization.

In the Settings screen, you can:

  • Configure your Account (edit information about your account)
  • Invite Members (invite new Team Member by email or invitation link)
  • Contact Us (contact Plaky support)
  • Knowlegde Base (access to articles that can help you with managing your workflow and organizing your tasks)

Account #

To configure your account:

  1. Tap on the hamburger menu at the top left
  2. Choose Settings
  3. Tap on the arrow next to your profile photo to expand
  4. Tap Edit at the top left corner of the screen
  5. All your profile info becomes immediately editable: full name, phone number and location
  6. Make changes, if necessary and tap Save to complete the process

You can also switch between accounts, invite new members, contact our support and visit our Knowledge base for more information.