Squad for iPhone and iPad is in beta, so it installs through Apple’s TestFlight app. See Get Squad for iPhone and iPad. “The Mac” on these pages means Squad for Mac.
Find a conversation
Each row shows the faces, who the conversation is with, when it last changed, its title, and one line:- What the teammate does now, while they work in it.
- “Waiting on you” in orange, when a question in it waits for you.
- The last message with a blue dot, and the time in blue, when it has a reply that you have not seen.
- “Not sent” in orange, when your first message in a new conversation did not send.
Narrow the list
- Teammate faces at the top: select a face to show every conversation with that teammate. When they have more, select Show earlier conversations at the end of the list. Select the face again to show everyone.
- Project chips under the faces: select a project to show only its conversations. Select All to show everyone. The chips show when your squad has open projects.
Search
Type in Search at the top of Chats. It matches conversations by teammate, title, and last message. From the second letter, it also lists up to five Documents and up to five Email results. Select a result to read it. When nothing matches, the screen says “Nothing found for” your words, with Ask your chief of staff. That opens the Ask sheet with “Can you find” your words “for me?”.Ask in one sentence
The Ask sheet starts a new conversation.1
Open the Ask sheet
Tap the face beside the tab bar, or select the pencil button (New conversation) at the top of Chats.
2
Choose who gets it
Your chief of staff is picked. To send to another teammate, select their face.
3
Type and send
Type what you need and select Send.
Write in a conversation
Select a row to open the conversation. It fills the screen. The top shows who it is with and what they do now. Select the name to open the teammate’s page.1
Type your message
Type in the box at the bottom. It grows up to five lines, then scrolls.
2
Send it
Select the send button. Your message shows as “Sending…”, then “Sent”.
- The + button adds a Photo (up to six at a time) or a File. The files show above the box until you send.
- The mic shows in place of the send button while the box is empty, in a conversation with one teammate. Hold it to talk. See Talk to your squad. A group conversation has no mic. Use the keyboard’s dictation there.
- To name someone, type @ and the start of a name, then select the name from the row above the box. In a group conversation, you can name a teammate in it or a person in your squad. In a conversation with one teammate, you can name a person in your squad who can open it.
- A message that did not send says “Not sent:” and why, with Retry and Edit. Edit puts the whole message back in the box, with its files.
- When your squad isn’t answering, because its computer has not checked in with Squad for a while, or it restarted and has not checked in yet, a line above the box in Squad chat says “Your squad isn’t answering right now, so new messages can’t reach your teammates. Try again in a few minutes.” A message that you send then shows as not sent, with “Your squad isn’t answering right now, so this message didn’t reach your teammates. Try again in a few minutes.” Select Retry later.
- A Viewer reads only. The box says “Your access is view-only, so you can read this conversation.” In an email conversation, only the owner writes. Others see “Only the owner writes here.”
Touch and hold a message
In a conversation with one teammate where you can write:
In a group conversation, or where you can only read, the menu has Copy, and Report on someone else’s message. You can also select words in a teammate’s message.
Report a message
Touch and hold a teammate’s reply, or another person’s message, and select Report. Your mail app opens an email to support@squad.so with the message and where it was. Write what is wrong at the top, then send it. Nothing goes until you send it. With no mail app, Squad copies the report and says “The report is copied. Paste it into an email to support@squad.so.”What a teammate’s reply can show
- A file or a picture. Tap it to open it full screen in Quick Look. Use the share button there to save it to Files or Photos, or to send it to an app. A spinner shows while the file downloads. “Attachment deleted” means the file is gone.
- A question with buttons. Select an answer. After you answer, the reply says “You answered” and your answer.
- A document, a list, an email, or a task. Select it to read it. See Read a document, an email, or a task.
- An email draft, or an email that needs your call. It reads as the letter: To, Subject, and the words. The owner and Administrators see Send now and Discard on a draft, and Dismiss on an email that needs a call. Others see, for example, “The squad’s owner or an Administrator sends or discards this draft.” When it no longer waits, the card says “No longer waiting on you.”
- A card to connect an app, add a server, or add a key. It says “This is set up at squad.so on a computer.”
- A teammate needs your hands on its computer, for example for a sign-in. The owner and Administrators see “Take over from a computer, in Squad on your Mac or at squad.so.” and I’m done, which tells the teammate to go on. While you have the keyboard, the card says “You have the keyboard.”
- A form to fill. A teammate on your cloud computer needs values that only you know, for example a sign-in. The owner sees “Needs your values” and the site, the fields, the teammate’s button or Fill in the form, and I can’t fill this. The values go only to that page on the cloud computer. Others see “Only the squad owner can fill this in.” After you answer, the card says, for example, “Sent.” and that the teammate is filling in the page. An open form runs out after 30 minutes.
- A purchase. A teammate wants to pay with a card, for example “Otis wants to pay $23.06 at Example Store.” When it waits for your approval, select Review and approve. The approval page of your card vault opens in your browser. The card says by when to approve, and “Nothing is paid until you approve it with your passkey.” When the teammate named a later charge, the sentence ends with “then” and that charge. A free trial, or a checkout that a coupon brings to 0, says that the teammate “wants to save your card” at the store, “with nothing to pay now”, and its passkey line says the card isn’t saved until you approve. After that, the sentence says that the teammate “asked to” pay or save the card, and the card says where the purchase stands, for example Paid, Card saved, or Declined.
- Add a card to your Wallet. A teammate asks for a card to pay with. Select Add a card to open your card vault in your browser. In an email conversation, the card says that the squad owner takes it. A Viewer sees “Your access is view-only, so you can’t add a card.”
- Helpers. When a teammate asks helpers, one line says so, for example “Asked 3 helpers to check the evidence, match the times and export the texts”. What did not go as asked follows in a sentence, for example “2 ran out of time.”
- A reply that did not finish. It says what happened, with Try again when it can be sent again. A group conversation has no Try again. When the conversation is too long for the teammate’s model, select Start a new conversation. It opens a new conversation with your words in the box.
- A turn that ended without a word. A note says so, with Ask for a summary. A turn that the teammate answered with a card, or with a file or message that it sent into the conversation, has no such note. Right after your cloud computer restarts, a card alone can still get the note when the chat takes long to come back. See Retry a message that failed.
Read a document, an email, or a task
A document, an email thread, a task, a contact, or a deal opens in a sheet. Select Done to close it.
The app has no list of all docs, emails, tasks, contacts, or deals. Use Search on Chats, or ask your chief of staff.