Manage Item on iOS App
Plaky iOS app enables you to manage Items by adding, editing and deleting Item Group and adding, editing and deleting Item.
Item Group #
Item Groups are color-coded sections by which Items are grouped and organized on a Board. This way, each Item Group can represent some notion related to the project, process or activity in question.
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 Group by navigating to the Board you’d like to add the Group to and tapping on the + button at the top of the screen. Choose New Item, enter Item name and tap Add to complete the process.
On the Board, scroll down to the bottom on the screen. Tap on the New Group label, enter Item Group name and tap Add to complete the process.
Once you’ve created new Item Group, it will be visible on the Board on the iOS and web app.
Add Item #
If you’re away from keyboard and need to add new task on the go, you can do that from the 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.
- Choose Workspace and then Board you’d like to add Item to
- Tap on +New Item on the Board
Now you need to enter Item name and tap Add in Add Item modal.
You can also add Item by navigating to the Board you’d like to add Item to and tapping on the + button at the top of the screen. Choose New Item, enter Item name and tap Add to complete the process.
Once you’ve created new Item, it will be visible on the Board on the iOS and web app.
Now, you can modify it by setting up due Date, Status, assigning Team Members, or adding Comments and Files.
You can also subscribe/unsubcribe User, Team or everyone in your Organization by tapping on Item and tapping on Item subscription icon at the top right corner.
To add an Item Owner, tap on the Item and choose the User you’d like to become the Owner. Swipe right and tap on Make Owner to make them the Item Owner.
Keep in mind that Users with Admin or Team Member roles and those subscribed to the Item can become Item Owners. One Item can have multiple subscribers.
Share Item #
By sharing Item, you can send the Item link to other Team Members across different platforms.
To share Item:
- Tap on Item you’d like to share
- Tap on share icon at the top right corner
- Copy the link, or share it via one of the options available
User with whom the Item is shared gets the link which takes them to the Item that has been shared.
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.
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:
Add Column #
Items on your Board consist of Columns. Each Column represents some entity relevant to the project, or type of content presented on the Board (e.g. Event planning Board can have these Columns: Person responsible, Team, Reviewer, Date Cost, Status…).
Please note that these are the default names for Columns in this Board Template. Column names can be changed in the web app.
To add a Column:
- Choose Board
- Tap the + button on right of your Item Group (if you don’t see the button, swipe left across the screen)
- Choose type of Column
- Tap Add
The Column will be added to all the existing Items and all newly-created Items on the Board will contain this Column.