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 Today shows
From the top:- Your squad’s name. When you are in more than one squad, select the name to switch squads.
- Your initial at the top right. It opens the You sheet. See You and this iPhone.
- The date and a greeting.
- One or two sentences about the day, for example “2 things need you, about 3 minutes. Your squad finished 4 tasks today.” Your own steps in Contacts that are due are said too, for example “2 of your steps in Contacts are due.” Problems come first, for example “One problem needs fixing.” When an AI account has reached its usage limit, the sentence says when your teammates who use it pick up again. When nothing needs you, it says “Nothing needs you.”
- Problems to fix, if any. See Fix what is broken.
- Needs you: questions, email drafts, emails that a teammate flagged, and payments to approve, each as a card that you answer in place. Then up to three tasks that wait on you, and up to three of your own steps in Contacts that are due today or late. See Your steps in Contacts.
- Suggested triggers from your teammates, for the owner and Administrators.
- Working now: each teammate who works, with what they do and when they started. Select a row to open the conversation where they work, or their page.
- Done today: the last three tasks your squad finished, with who and when. Select one to read it. See all with the number opens every task finished today.
- Coming up: the next three routines that run at a set time today.
A new squad
A squad with no conversations yet, where nobody works and nothing needs you, shows a first minute instead of empty lists. Your chief of staff says “Hi, I’m” and their name, and offers three jobs that owners often hand off. Select one to open the Ask sheet with a brief that your chief of staff plans with you. More ideas opens What your squad can do. The owner and Administrators also see Connect your apps first, with Open squad.so.Answer what needs you
1
Find the card
On Today, look under Needs you. Each card says who asks, for example “Otis asks” or “Otis wants your OK”, and the question.
2
Answer it
Select one of the answers on the card. To answer in your own words, select Reply, type, and select the send button (the arrow).
3
Check the answer went
A line at the top says “Sent to” and the teammate’s name, with Undo for a few seconds. The card leaves the list.
- “Then one more question.” under the card means the same task has more questions. They show after you answer.
- When you wrote to the teammate after they asked, the card says that you “wrote to” them “since”, with That answered it.
- With Face ID for approvals on, the app asks for Face ID before it sends an approval, a choice, or an email draft. See You and this iPhone.
Who can answer
- A Viewer cannot answer. The card says “Your access is view-only, so the owner or a collaborator answers this.”
- A request for access or a request to do something for no one in particular is the owner’s to answer. Other people see “Waiting on” and the owner’s name.
- A question that a teammate asked one person waits on that person. Other people see “Waiting on” and that person’s name. The person asked and Administrators can still answer it, of any type, so their card shows the answer buttons under that line. See Who can answer.
- When Squad lets you pass a question on, the card shows Ask someone else. Pick the person under “Who should answer this?”. A line at the top says “Asked” and their name.
Set a question for later
When you cannot answer a question now, select Later on its card, next to Ask someone else when that shows. It shows on a question that waits on you and that you can answer, from version 1.0.92. A Viewer does not see it. Pick when the question comes back:- This evening at 6 PM, only before 5 PM.
- Tomorrow at 9 AM.
- Monday at 9 AM, but not when Monday is tomorrow.
- Pick a time…: When should this come back? opens. Pick a date and time, from 2 minutes ahead to 1 hour less than 60 days ahead, then select Set for later.
Email cards
A teammate’s email draft or an email that a teammate flagged for you also shows under Needs you.
Edit and Reply to open the email’s conversation with the teammate, with the email attached. Only the owner writes in email conversations.
Payments to approve
When a teammate wants to pay with your card, a card under Needs you says that the teammate “wants to pay”, with the amount, the store, and the card. It shows with the urgent questions at the top, because the approval runs out in minutes. When the teammate named a later charge, for example a trial’s first bill, the card says it too. A free trial, or a checkout that a coupon brings to 0, says that the teammate “wants to save your card”, “with nothing to pay now”. Select Review and approve. The approval page of your card vault opens in your browser, where you approve or decline with your passkey. The card says by when to approve, and “Nothing is paid until you approve it with your passkey.” Only the card’s owner sees this card.Tasks that wait on you
A task that waits on you without a question shows who waits, the task, and why. Reply to and the teammate’s name opens the task’s conversation. When no teammate waits on it, Open the task opens it instead. A Viewer sees no button.Your steps in Contacts
Your own steps and follow-ups in Contacts that are due today, or late, show under Needs you. Each card says “Do not contact” and the name first when that applies, then the step, and a line with when it is due (for example “today” or “2 days late”), whether it was promised, and its deal or pipeline. Select a card to read its deal, or the person when it has no deal.
A Viewer sees the cards without buttons. When more are due, One more step or the number of steps opens Your steps today, which lists up to 500. While it loads the rest, it says “Loading the rest of your steps.” Changing a deal itself is on the web or the Mac.
Fix what is broken
Problems show first on Today, each in a sentence with what to do.
Set aside hides a problem from Today for the rest of the day, unless something else breaks. It shows on problems about a teammate’s work. A Viewer does not see the problems about space and memory.