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.
What the Squad tab shows
- Your chief of staff, in a large card with “Your chief of staff”, what they do now, and a sentence that says to ask them for anything, because they hand it to the right teammate. Message opens a conversation with them. Talk starts listening. Select Send in the panel when you finish. See Talk to your squad.
- Your teammates, two cards per row. Each card shows the face, the name, and what the teammate does. A line under it says what they do now, “Waiting on you” in orange, or “Paused”. A teammate who is free shows no line.
- People: the people in your squad, with “Owner” under the owner, and “Administrator” or “Viewer” under people with those roles.
- Invite someone, for the owner and Administrators. An Administrator whom the owner limited to some teammates does not see it.
A teammate’s page
Select a teammate’s card to open their page. It shows:- Their face, name, and role, and a sentence: what they finished today, what they do right now, “Paused for now.”, or “Nothing on right now.”
- Message and the teammate’s name, which opens your conversation with them. It opens where you left off, else their newest conversation, else a new one.
- The mic beside it. Hold it to talk to this teammate. See Talk to your squad.
- Waiting on you: what they wait on you for, as cards that you answer in place. See Answer what needs you.
- Lately: the last four tasks they finished. Select one to read it.
- Routines: their routines, with when each runs next, for example “Next in 5m”, or “Paused”. When Squad cannot read them from your cloud computer, it says so. Select Check again.
Pause or run a routine
The owner and Administrators can pause a routine or run it now.1
Open the teammate's page
On Squad, select the teammate. Scroll to Routines.
2
Pause or resume
Turn the routine’s switch off to pause it, or on to resume it. A line at the top says it “is paused.” or “is on again.”
3
Run it now
Select … beside the routine, then Run now. A line at the top says it “is running now.”
Invite someone
The owner and Administrators can invite a person to the squad.1
Open the invite sheet
On Squad, scroll to People and select Invite someone.
2
Enter the email and the role
Type the person’s email under Their email. Pick Collaborator, Administrator, or Viewer. A sentence under the choice says what that role can do.
3
Send the invite
Select Send invite. A line at the top says “Invite sent. The link works for 7 days.”
If Squad refuses the invite, the sheet says why:
For roles, see Invite people to your squad.
Remove a person
The owner and Administrators can remove a person from the squad. You cannot remove the owner or yourself.1
Find the person
On Squad, scroll to People. Touch and hold the person’s name.
2
Remove them
Select Remove from squad, then Remove. They lose access to the squad right away, and every account they connected is disconnected.
Join a squad from an invite
1
Open the invite
On a screen such as No squad on this account yet or Your access has ended, select I have an invite link. Paste the link from your invite email and select Check invite. Tapping the squad.so invite link opens the website, not the app. A
squad://invite/ link opens Join a squad directly.2
Accept it
Join a squad shows who invited you and what you can do. Select Accept invite.