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A question is something that blocks a task until you answer it. A teammate asks a question when it needs something only you can give: a decision, an approval, access, an action, or information. The task waits in the Needs you column of Tasks until you answer. A teammate can also ask one person in your squad. Then only that person is told, and the question waits in their Needs you, not in everyone’s. See Questions for one person. Needs you is one list of everything that waits for you: your teammates’ questions, email replies that wait for your review, purchases to approve, problems that only you can fix, and tasks that wait on you with nothing asked. Squad for Mac has the same Needs you, with a few more cards and keys. See On Squad for Mac.

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Open Needs you

Needs you is not in the sidebar. Open it in one of these ways:
  • On Today, the Needs you section shows the first few items. See Use Today. Answer them there. When more than 3 questions and emails wait, more than 3 of your steps in Contacts are due, or tasks wait with nothing asked, select See all and the count to open the full list. When only tasks with nothing asked wait, the link says how many tasks wait on you. Review draft or Review on an email row, and Review on a purchase row, also open Needs you.
  • Press ⌘K (Ctrl+K on Windows), type Needs you, and select it. The search also lists each open question by its task, except the questions that you set for later.
  • On a teammate’s About page, select Open Needs you. It shows when that teammate has email drafts or escalations waiting for you.
Today in the sidebar shows a number: everything that waits in Needs you. The browser tab’s title starts with the same number in parentheses, for example “(3)”. For what it counts, see What the number counts. On a wide screen, Needs you has two parts: the list on the left and the open item on the right. The first item opens by itself. On a narrow screen, the list shows alone. Select an item to open it, and ‹ Needs you to go back to the list. On a narrow screen, while your Claude Code account is signed out, the row that says so also shows above the open item.

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What the list holds

The list is in this order:
  1. Your Claude Code account is signed out. Everyone in your squad sees this row. Only the owner and Administrators can reconnect it. See An expired AI connection.
  2. Work that did not finish today, one card for each teammate. For the owner and Administrators. See Fix work that did not finish.
  3. Purchases to approve: payments that a teammate makes with your card. See Approve a purchase.
  4. Your teammates’ questions and the emails that wait for you, urgent first, then newest. See Answer a question and Review an email that waits for you. A question on a step of a task shows the step’s title and the task’s title, for example “Contract · Onboard Acme”. See Break a task into steps.
  5. Your own steps and follow-ups in Contacts that are due today or late, earliest first, with Done, Move the date, and Ask and your chief of staff’s name. When more are due than the list shows, Show all and the number steps of yours lists them. A Viewer sees them without these actions. See Your steps in Needs you and Today.
  6. The questions that you set for later, in one line such as “2 questions for later”. See Set a question for later.
  7. Resolved, the questions that you already answered, when you select Show resolved.
  8. Waiting on you, nothing asked yet, the tasks that wait on you with no question. A Viewer does not see it. See Handle tasks that wait with nothing asked.
The header shows how long it takes to clear the list, for example about 5 minutes. When nothing waits, Needs you says You’re all caught up. When nothing is left to answer but other things wait, it says what waits instead, for example “2 of your steps in Contacts are due.” and “There’s nothing to answer. Mark each one done from the list when it is, or move its date.”

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What the number counts

The number on Today is the sum of:
  • each question with an open ask that waits on you: an ask for you, or for no one in particular,
  • each email reply that waits for your review, and each email that a teammate needs your call on,
  • each task that waits on you with no question,
  • each purchase that waits for your approval,
  • each of your own steps and follow-ups in Contacts that is due today or late,
  • each task that your teammates assigned to you (for the owner),
  • each card of work that did not finish today (for the owner and Administrators),
  • one for a signed-out AI account, for everyone in your squad.
A question that you set for later does not count until it comes back. See Set a question for later.

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Read a question

Each item in the list shows the teammate, the task, and a line with the teammate’s name and how long ago it was asked. More marks can show: When you open a question, it shows the teammate and its role, the task’s title, when it was opened (Opened and a time), and View task, which opens the task page. Under that are the asks, and a line such as Answer both and the teammate’s name carries on.

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Know the ask types

A question can hold several asks. When it has more than one, a counter such as 1 of 2 shows which ask you are on. Each ask has a type. On an access question, Connect and the app’s name opens Settings > Apps and starts that app’s own connect, as Connect in the app catalog does. When the app is not in the catalog, it opens a new custom integration with the app’s name filled in. The button writes the app’s name as the app catalog does, for example Connect HubSpot, whether the teammate wrote “hubspot” or “Hubspot”. A name that the catalog does not know gets a capital letter at the start of each word. A question that names no app shows Open Custom integrations, which opens the Custom integrations tab. See Connect apps and Add an MCP server or an API key. Skip at the top of an ask closes that ask with no answer. The teammate carries on without it. The task stays open. Only the people who can answer an ask see its Skip. See Who can answer. Something else… opens a box (Your answer for and the teammate’s name). Type your answer and select Send answer. The teammate gets your words as they are.

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Answer a question

1

Open Needs you

On Today, select See all and the count. Or press ⌘K and select Needs you.
2

Open the question

Select the question in the list. On a wide screen, the first one is already open.
3

Answer each ask

For each ask, select the answer button, or type your answer and select Send answer. While your answer goes out, the ask says Sending to and the teammate’s name.
When you answer the last ask, the question closes, the next item opens, and the task moves from Needs you to Working on it. The teammate wakes with your answers and continues. It works for the people who answered, so it can do only what each of them can do. See Teammates work within the person’s role. You can also answer on Today, on the task page under This task needs you, and on a question card in chat. It is the same card everywhere. On Today, the card shows the first ask for you, or for no one in particular, that you can answer. See Answer chat cards. To talk about an ask before you answer, select Discuss with and the teammate’s name. The chat opens in a conversation for this question. Talking there does not answer the question. To see the task, select View task. In an Input ask, you cannot upload a file. The ask says To send a file, attach it in the chat with and the teammate’s name. Select it to open the chat for this question, then attach the file there. See Attach files.
Never paste a password or API key into an answer. Use the question’s Connect button, or Open Custom integrations, instead. See Add an MCP server or an API key.
If you answer the question in chat instead, the teammate can close the ask for you with your words quoted. After each message that you send a teammate in the dashboard or Squad for Mac, Squad reminds the teammate of the asks it still waits on, so that it closes the one your message answers. Squad lists only the asks that wait on you: the asks for you, and the asks for no one in particular that you can answer. So a message from a person other than the owner does not remind the teammate of an Access or Action ask for no one in particular, or of an ask for another person. An ask that you set for later is on the list, marked so that the teammate does not raise it before its time. If an answer cannot be sent, the ask says Couldn’t send that. Your answer is kept; try again.

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Who can answer

Skip and Undo follow the same rule as the answer. An answer from an Administrator or a Collaborator is recorded with their name. So is the owner’s answer, when another person also answered on the question, or when the ask was for another person. On an Access or Action ask for no one in particular, the people who cannot answer it see that the teammate asked the squad’s owner, so the owner marks it done. A person who is limited to some teammates sees only the questions of those teammates. See Invite people to your squad.

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Questions for one person

In a squad with more than one person, a teammate can ask one person, for example the person who asked for the work, or the person who checks it. Then:
  • Only that person is told: a notification in their bell, and an email, as their own settings for A task is waiting on you say. See Choose your notifications.
  • The question waits in that person’s Needs you and adds to their number. It is not in anyone else’s Needs you, and nobody else is told.
  • Everyone else sees whom it waits on. On Tasks, the task is in Working on it for them, with the line “Waiting on Dana Reyes”. On the task page, the heading says “Waiting on Dana Reyes” instead of This task needs you. The question card in chat, and a question in Needs you that also has an ask for you, say “Waiting on Dana Reyes.” on the ask. A question whose asks are all for other people is not in your Needs you.
  • Everyone who can answer the question still has its buttons. See Who can answer. When someone other than the person asked answers, the answer says so, for example “asked of Dana Reyes, answered by Sam Ortiz”, and the teammate learns whom to ask next time.
  • When the same question also has asks for other people, the line under your asks names them, for example “Once you and Dana Reyes answer, Otis carries on.”
  • The comment that the question adds to the task names the person, for example “A question for Dana Reyes. This task waits in their Needs you until they answer”. This comment does not notify the people who watch the task, or the people whom it @mentions.
A teammate can ask only a person who can answer. It cannot ask a Viewer, or a person who is limited to some teammates and cannot see the task’s teammate. When the teammate’s words name nobody in your squad, or two people with the same first name, Squad gives it the names of the people who can answer, and it asks again. When the person can no longer answer, because they left the squad, became a Viewer, or can no longer see the task’s teammate, the question goes back to everyone who can answer it. Nobody is notified when this happens. To make your squad use this, tell your chief of staff who answers what.
Ask your chief of staff

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Ask someone else

When a question belongs to another person, pass it to them. You can pass every question that you can answer, when someone other than you and the person that it waits on can be asked on this task.
1

Open the question

Open the question in Needs you, on the task page, or on the question card in chat.
2

Select Ask someone else

Select Ask someone else, next to Discuss with and the teammate’s name. Squad asks Who should answer this? and shows the people who can answer on this task, except you and the person that the question waits on now.
3

Select the person

Select the person’s name. While it sends, the ask says “Asking” and the name. To stop before you pick, select Cancel or press Esc.
The person is told as if the teammate had asked them, and the question moves to their Needs you. The task’s comments say, for example, ↪︎ Dana Reyes passed "…" to Marco Silva. It waits on them now. The answer still names the person whom the teammate asked first, so the teammate learns who owns this kind of question. Ask someone else does not show to a Viewer, in a squad of one person, or when the only other person is the one that the question already waits on. When nobody else can answer, the list says “No one else can answer this question.” A teammate can also pass its own question when a person tells it whose the question is. Its comment in the task says, for example, ↪︎ Asked Marco Silva instead: "…". It waits on them now.

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Set a question for later

When you cannot answer a question now, tell Squad when to ask you again, as you would tell a colleague “ask me Monday”. The question leaves your Needs you until then, and the teammate holds off. At that time, the question comes back and you are notified again. Later shows on a question that waits on you and that you can answer. See Who can answer. A Viewer does not see it.
1

Find Later

Later is on the question’s top line: on the question card on Today, next to Skip, on the open question in Needs you, on a question card in a conversation, and on the task page, next to This task needs you.
2

Pick when it comes back

Select Later. The Remind me menu offers:The times are in your browser’s time zone.
A message says it as the teammate would, for example “Otis will ask you again tomorrow at 9:00 AM.”, or “This question comes back tomorrow at 9:00 AM.” when no teammate is named. It has Undo, which brings the question back now, and it goes away after a few seconds. See Limits and defaults. The question leaves your Needs you. It shows again under it in one line, for example “1 question for later”, on Today and in Needs you.

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What changes while a question is set for later

  • For you. The question is not in your Needs you. It does not count in the number on Today or in the browser tab’s title, and the command palette does not list it. On Tasks, its task is in Working on it, with a line such as “Set for later. Back tomorrow at 9:00 AM”. On the task page, the heading says You set this for later, with no orange dot, when it comes back, and Bring back now. You can still answer it there.
  • For other people. Later is yours alone. When the question also waits on other people, it stays in their Needs you, and they can answer it. When the question is answered, it closes for you too.
  • For the teammate. The teammate sees who set the question for later, and until when. It is told not to ask you again or remind you before then, and to carry on with the work that does not need your answer. See Questions.
  • In AI apps. whats_waiting still lists the question, marked as set for later, with when it comes back. See Squad’s tools for AI apps.

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See and bring back what you set for later

Select the line, for example “2 questions for later”, on Today or in Needs you. Each question shows the teammate and the ask, when it comes back, for example “Back tomorrow at 9:00 AM”, and Bring back now. Bring back now puts the question back in your Needs you at once. Select the row itself to open the question’s task page. To pick another time, select Bring back now, then select Later again.

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When the question comes back

At the time you picked, the question goes back in your Needs you and counts again. You are notified as for a new question: in the bell, on your phone, and by email, as your settings for A task is waiting on you say. See Choose your notifications. It comes back only when it is still open and still waits on you. When someone answered it, or passed it to another person, you are not notified. Some things end your Later at once:
  • The teammate adds a new ask that waits on you to the question.
  • Someone passes the question to you. See Ask someone else.
The question then comes back at once, and you are notified. A clear keeps your Later, whoever clears. Clear all, Archive under Over a day and Over 30 days, and a teammate that archives every open question all leave out a question that someone set for later, while it still waits on that person. It stays open and comes back at its time. When the questions that stay were set for later by someone else, the message after the clear says so, for example “One question stays: someone else set it for later.” See Clear all open questions.

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Messages

Squad for Mac and Squad for iPhone and iPad have Later too. See Set a question for later on the Mac and Set a question for later on iPhone and iPad.

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Undo an answer

Right after you answer, the answer shows under Just answered, with Undo. Just answered is at the bottom of the list in Needs you, under Needs you on Today, on the task page, and on the question card in chat. Each answer stays there for 45 seconds, and only in this browser tab. See Limits and defaults. After that, undo an answer from the resolved questions:
  1. Select Show resolved and the count. The answered questions show under Resolved.
  2. Select the question. It shows All answered and each ask with your answer, for example Approved or Skipped. Select Show request to see what the teammate asked.
  3. Select Undo.
Squad reopens the ask, blocks the task again, and tells the teammate. When the ask was for another person, Squad notifies that person again. If the task is already done, Squad shows Too late to undo. This task already finished. If the task was archived, moved to Trash, or deleted, Squad shows Can’t undo. This task is no longer waiting on it. If the task has a newer open question, Squad shows Can’t undo now. A newer question on this task is waiting, so answer that one first. If the task already has 50 questions waiting on answers, Squad shows Can’t undo yet. This task already has 50 questions waiting on answers, so answer some first. See Limits and defaults. Show resolved lists the squad’s 30 most recently resolved questions, whoever answered them, including questions that were canceled. A person who is limited to some teammates sees only those teammates’ questions. An ask that you answered in a question that still has other open asks shows only under Just answered. After that, you can undo it once the whole question is answered.
Undo does not reverse what the teammate already did with your answer. If the teammate sent an email or spent money, that stays done.
Select Hide resolved to hide the resolved questions again.

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Answer a question about a stuck task

When a task has had no update for 2 days, Squad first asks the teammate for progress, and asks you a question only if the task still does not move. When the task’s state has not changed for 7 days, or its teammate was removed, Squad asks you directly. For the timing, see Stuck tasks. The question offers three numbered options, plus Something else… and Skip: The owner, Administrators, and Collaborators can choose. Teammates cannot answer this question.

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Review an email that waits for you

When a teammate drafted an email reply for your review, or needs your call on an email, it shows in the list as Reply ready: or Needs your call: and the subject. Open it to see the email as it would go.
  • For a reply: Send now sends it from the teammate’s inbox, exactly as written. Revise with and the teammate’s name opens a chat to change it. Discard throws it away.
  • For an email that needs your call: Tell the teammate’s name what to do opens a chat about it. Dismiss removes it from the list.
The owner and Administrators can send, discard, and dismiss. Only the owner can revise or tell the teammate what to do. See Give a teammate an email inbox.

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Approve a purchase

When a teammate pays with your card, the purchase shows under Purchases to approve, as the same card as in chat: the teammate’s sentence, for example “Otis wants to pay $23.06 at Example Store.”, why it buys, the card, Review and approve, and the time by which you must approve. A checkout that charges nothing, such as a free trial, says that the teammate wants to save your card, “with nothing to pay now”. When the store will charge later, the sentence ends with “then” and the charge. Nothing is paid until you approve. A request that you leave expires by itself. Select Review and approve. The approval page opens in a new tab, and you approve on your own device. You do not approve inside Needs you. See Approve a purchase.

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Fix work that did not finish

For the owner and Administrators, the top of the list shows a card for each teammate whose work did not finish today, and a card for each app that a teammate must reconnect. Each card says what did not finish and why, with the fix. See Fix work that did not finish.

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Archive or trash one question

The owner and Administrators can do this.
  1. Open the question.
  2. Select ⋯ (More actions) next to the teammate’s name.
  3. Select one:
    • Archive…: Squad asks Archive these questions? Type an optional reason (Why? (optional, your teammate sees this)), then select Archive. The question closes with no answer, and its task moves to Archived.
    • Move to Trash: the question closes with no answer, and its task moves to Trash.
You can restore the task from Archived or Trash on Tasks. Restoring the task does not reopen the question. The teammate can ask again if it still needs you.

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Clear all open questions

The owner and Administrators can do this when more than one question waits on them, not counting the questions that they set for later. An Administrator who is limited to some teammates cannot. It closes every question for you or for no one in particular when you confirm. A question that you set for later stays open, and is not in the count. A question that someone else set for later stays open too, and the message after the clear says how many, for example “3 questions stay: someone else set them for later.” See Set a question for later. A task with steps stays on the board while one of its steps still has a question that the clear leaves, and the message says so, for example “Its task stays on the board: its steps still have questions.” No ask gets an answer. Questions for another person stay open for them. When your ask and another person’s ask are on the same task, only your ask closes, and the task stays on the board for them.
1

Open the menu

Select ⋯ (More) next to the Needs you heading.
2

Select Clear all

Select Clear all and the count, for example Clear all 6 questions….
3

Read the message

Read the message: Clears all N open questions without answering them. Choose what happens to their tasks: When some of the tasks also wait on another person, a sentence before Choose what happens to their tasks: says so, for example “One of them also waits on someone else, so its task stays on the board either way.”
4

Choose an option

Select one option:
If the clear fails, the message says “Couldn’t clear the questions. Try again.”
With Keep tasks on the board, the teammates are not told. A task moves only when its teammate runs again, for example on its heartbeat. See Turn on heartbeats. If the task shows no progress, Squad asks the teammate for progress, and later asks you a new question.

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Clear only old questions

When at least one question or email has waited more than a day, filter chips show All, Over a day, and, when something has waited more than 30 days, Over 30 days, each with a count. The counts include the emails that wait on you, by when they came to you. They never include a purchase. When something has waited more than 30 days, a card says so and names each kind with its own way out, for example “11 emails have waited on you for more than 30 days. Dismiss the ones you’re done with.” A draft reply has its own words, for example “Send it or discard it.” Review them selects the Over 30 days chip. Under a filter, the owner and Administrators can clear what it shows. An Administrator who is limited to some teammates cannot archive the filtered questions.
1

Pick a filter

Select Over a day or Over 30 days.
2

Archive the filtered questions

Select Archive and the number of questions, for example Archive 4 questions. It asks “Archive 4 questions? Their tasks leave the board too.” When some of the tasks also wait on another person, it says so, for example “Archive 3 questions? Their tasks leave the board too, except one still waiting on someone else.”
3

Add a reason (optional)

Type an optional reason (Why? (optional, your teammates see this)). Your teammates see it.
4

Confirm

Select Yes, archive them. To stop, select Keep them.
The questions close with no answer, and their tasks move to Archived. A task that still waits on another person stays on the board, and the message after the clear says so, for example “Archived 3 questions. 2 tasks left the board too. One stays, still waiting on someone else.” The message also names a task that stays because its steps still have questions (“Another stays: its steps still have questions.”), and the questions that stay because someone else set them for later. The confirmation archives only the questions of the filter that it named. To clear the filtered emails, select Dismiss and the number of emails, for example Dismiss 3 emails. There is no question first. A message says, for example, “Dismissed 3 emails. They stay in Email.”, with Undo, which brings them back.
  • One dismiss clears the email’s whole conversation.
  • A draft reply is never dismissed with them. Send or discard each one.
  • An old email whose conversation has a newer one waiting is left out, because dismissing it would also clear the newer one. A conversation that gets a new email while Squad dismisses the others also stays.
When a filter has nothing left, the list goes back to All.

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Handle tasks that wait with nothing asked

Some tasks wait for you but have no question. They show under Waiting on you, nothing asked yet with the count. The section says: These tasks are paused for you, but the teammate never said what it needs. Ask, and it sends you its questions.
  • To ask one teammate, select Ask what it needs on the row. The row changes to Asked.
  • To ask every teammate, select Ask them all.
  • A task no one is assigned to shows No one has it yet. Open it to choose a teammate. Open it and assign a teammate.
  • A task assigned to a person shows It’s on you. Answer it from the task. Open it and answer.
  • To clear the whole section, select Clear all. The button changes to Archive all N? They move to Archived. Select it again to confirm. The tasks move to Archived. If some are left, the section says “Couldn’t clear them all. The ones left are still here. Try again.”

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What teammates can do with questions

  • Ask a question with one or more asks. The task moves to Needs you.
  • Ask one person, by name, by email, or by a first name that only one person in your squad has. See Questions for one person.
  • Ask you, or you or an Administrator, for an action that the person it works for cannot do because of their role. Squad tells the teammate to ask in a question and to tell that person that it did. A yes lets the teammate do the action, because it then works for the person who answered. See Teammates work within the person’s role.
  • Pass its own question to another person when a person tells it whose the question is. See Ask someone else.
  • Show a question in chat as a question card.
  • Close an ask for you when you answered it somewhere else, for example in chat or Telegram. The teammate must quote your exact words, and the question records the quote. The answer counts as given by the people whom that teammate was working for. For example, when Dana answers in her own conversation with a teammate in Squad and the teammate closes the ask with her words, the task’s teammate wakes to work for Dana, with her role and the app accounts she may use, not yours. An answer that a teammate closes while it works for you, for example in a heartbeat or a Telegram, Discord, or Slack chat, counts as yours.
  • See who set a question for later, and until when. Teammates are told not to ask that person again, or remind them, before then, and to carry on with the work that does not need the answer. See Set a question for later.
  • Withdraw its own open asks when they are no longer needed. The teammate posts the reason in the task. When a teammate moves a waiting task back to work (In progress or In review), Squad withdraws the open asks that this teammate asked on the task. If no other asks are open on the question, it leaves Needs you, and the task’s notes say that the teammate withdrew it and “carried on without needing the answer”, with any answers given so far, which still reach the teammate. Asks from another teammate and Squad’s questions about stuck tasks stay open, and while one of those is open, the question stays in Needs you. When you move the task yourself, nothing is withdrawn. If you chose Park it on the task before, the task is parked.
  • Archive every open question at once, only when you ask for it in your own words. This also closes the questions for other people. The tasks move to Archived. A question that someone set for later stays open while it still waits on them, and the teammate says how many stayed.
  • Put decisions that are not urgent into one question. Your squad’s instructions ask for this.
Teammates cannot answer the questions that Squad asks about stuck tasks.
Ask your chief of staff

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On Squad for Mac

Needs you in Squad for Mac works as on this page, with these differences.

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Open Needs you on the Mac

Select the link under Needs you on Today, a link in the menu bar panel, or the notch’s button. The notch’s button says Answer with the count. It says Open Needs You when fixes, triggers suggested by a teammate, or your steps in Contacts that are due also wait. Needs you is also in the Go menu and in the command palette (⌘K). See Use the notch and the menu bar.

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What the list holds on the Mac

A purchase that waits for your approval shows as a card near the top of the list, with the urgent questions, not under Purchases to approve, with Review and approve. See Let your teammates pay with your card. The list also adds four kinds of cards, which work as on Today in the app. See Today on Squad for Mac.
  • A low or full disk on your cloud computer, after the signed-out AI account. A Viewer does not see it.
  • Teammates that keep waiting for memory on your cloud computer, after the disk. A Viewer does not see it.
  • Routines that never run as they are set up, after the work that did not finish. For the owner and Administrators.
  • Triggers suggested by a teammate, after the routines. For the owner and Administrators. See Triggers.
Purchases that wait for your approval, and questions with urgent or high priority, come first, newest first. Then the rest, newest first. The number on Today and in the sidebar counts one more for all the routines that cannot run, one for a low or full disk, one for the memory card, and one for each suggested trigger. It also counts each purchase that waits for your approval, and each of your steps in Contacts that is due, as on the web. The menu bar and the notch add what needs you in your other squads, and show conversations with new replies apart from that number. The Dock adds both into one number. See The Dock badge.

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Answer on the Mac

  • Decisions. A decision with no options shows Approve and Decline, and Something else… to answer in your own words.
  • In chat. A question card in a conversation shows the first ask that waits on you, with a counter such as 1 of 2 when more wait. Answer it there, and the next ask shows. The card has View task, and no Discuss with, because you are in the conversation already.
  • Ask what it needs. The row shows Asking…, then Asked. When the ask does not go through, a message says so and the button shows again.
  • Access asks. Only the owner or an Administrator sees Connect and the app’s name, or Open Custom integrations when the ask names no app. Mark granted shows to the people who can answer the ask. See Who can answer.
  • Viewers. A Viewer sees the card without the answer buttons, with the note “Your access is view-only, so the owner or a collaborator answers this.”
  • Your steps in Contacts. They come right after the questions. Point at a step to show Done and Move the date. Its right-click menu has Done (D), Move the date… (M), Ask and your chief of staff’s name to do it (A), and Open the deal or Open and the person’s name (O). A Viewer has only Open. While Show all loads the rest, the list says “Loading the rest of your steps.”
  • Keys. Press J and K to move through the list, A to approve, 1 to 9 to pick an option, ⌘Return for the main action, and U to undo your last answer. See Needs you keys.
  • Undo. When an answer can no longer be taken back, the Mac says “Too late to undo. This task already finished.”, or “Can’t undo. This task is no longer on the board.” when the task was archived, moved to Trash, or deleted. The two newer reasons are the same as on the web. It says the same after you answer, in Needs you, and on a question card in chat. See Undo an answer.
  • What a clear left. From version 1.0.96, the message after Clear all or Archive says what stayed, in the same words as on the web: the questions that someone else set for later, and the tasks whose steps still have questions. See Clear all open questions.
  • Touch ID. With Confirm approvals with Touch ID on, approvals, decisions, and Send now on an email draft ask for Touch ID or your Mac’s password first. See Touch ID.
  • The notch. The notch shows a shorter card with quick answers. See Answer in place.

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Close a question that you answered in chat

When you or another person in your squad wrote to the teammate after it asked, the card in Squad for Mac says so, for example “You wrote to Nina after this came up.” Select That answered it to close the question. The teammate finds the answer in what was written. A Viewer does not see That answered it, and it does not show on an ask that you cannot answer. A message marks only the asks that wait on the person who wrote it: the asks for them, and the asks for no one in particular that they can answer. So another person’s message does not mark an Access or Action ask for no one in particular, or an ask for someone else.

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Questions for one person on the Mac

Questions for one person work on Squad for Mac as on the web. Needs you, its number, the notch, the menu bar, the Dock, notifications, and Clear all hold only the questions for you or for no one in particular. Someone else’s question says “Waiting on” and the name under it, for example “Waiting on Dana Reyes.”, in gray. On Tasks, a task whose open questions are all for other people is in Working on it, with “Waiting on” and their names. Its page says, for example, “Otis asked Dana Reyes and paused here. It carries on once they answer.” Who can answer follows the rules in Who can answer, so a Collaborator who is asked can answer an Access or Action ask on the Mac too. Ask someone else shows on the Mac by the same rules as on the web. After you pick the person, a message says “Asked” and the name, for example “Asked Dana Reyes.” In a conversation, a question card for someone else shows the task’s title, “Waiting on” and the name, and View task, with no answer buttons. To answer it when your role allows, open the task.

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Set a question for later on the Mac

Later works on Squad for Mac 1.0.92 and later as on the web, with these differences. See Set a question for later.
  • Where. Later is next to Skip on the question card on Today and in the menu bar panel, on the question’s top line in Needs you, and, from version 1.0.95, next to Open or Open in Squad on a notch question card.
  • The choices. This evening at 6 PM (only before 5 PM), Tomorrow at 9 AM, Monday at 9 AM (not when Monday is tomorrow), and Pick a time…. Pick a time… asks When should this come back? Pick the date and time, then select Set for later. The menu bar panel and the notch have no Pick a time…. The times are your Mac’s.
  • After you pick. A message says it as the teammate would, for example “Otis will ask you again tomorrow at 9 AM.”, with Undo.
  • The counts. The question leaves Needs you, its number, the Dock, the menu bar, and the notch, also when the menu bar and the notch count your other squads.
  • Find it again. On Today, the line such as “1 question for later” opens Needs you. There, For later lists them, each with when it comes back, for example “Back tomorrow at 9 AM”, and Bring back now. Select a row to open the question beside the list. It says “You set this for later.” and when it comes back, with Bring back now, and you can answer it there.
  • Tasks. The task’s card says “You set its question for later.” and when it comes back.
  • Notifications. The buttons on a question’s notification still answer a question that you set for later.
On a notch card, Later shows where you can set the question for later. Other notch cards without quick answers have Not now, which only closes the card. See Answer in place.

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Email items on the Mac

Send now also works with ⌘Return. Only the owner sees Revise with on a draft and Tell and the teammate’s name and what to do on an escalation, because both open the email’s conversation, where only the owner can write. An Administrator sees Send now and Discard on a draft, and on an escalation Dismiss with “Only the squad’s owner can tell” the teammate “what to do about an email.” A Collaborator and a Viewer see only a note that the owner or an Administrator handles the email or sends the draft.

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Common questions

The task stays in Needs you, and the teammate does not continue that task. After 30 days, a banner offers Review them. You can archive old questions at any time.
The question closes with no answer, and the task moves to Archived. Restore the task from Archived on Tasks to bring it back. The question stays closed.
Yes. Open Today in the dashboard on your phone. The Needs you section is right under the greeting.

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Check that it works

  • After your last answer, the question leaves the list and the task moves from Needs you to Working on it.
  • Your answer shows under Just answered with Undo.
  • When nothing waits, Needs you shows You’re all caught up.

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Troubleshooting

  • You answered, but the task did not move. Cause: the question has more asks. Fix: read the line under the question, for example Answer both and the teammate’s name carries on., and answer the rest.
  • An answered question shows again. Cause: the teammate needs more from you and added new asks. Fix: answer the new asks.
  • You see an Access or Action ask but no buttons. Cause: only the owner answers these asks, unless the teammate asked one person. Fix: ask the owner of the squad. If the ask is for you, you can answer it, in the dashboard or on Squad for Mac.
  • A question that you expected is not in your Needs you. Cause: the teammate asked another person, so it waits in their Needs you. Fix: open the task. The question says “Waiting on” and the name, and you can still answer it if your role allows. See Questions for one person.
  • A question that you set for later came back early. Cause: the teammate added a new ask for you, or someone passed the question to you. Fix: answer it, or set it for later again. See When the question comes back.
  • A question that you set for later did not come back. Cause: someone else answered it, it was passed to another person, or the task was archived, so it no longer waits on you. Fix: open the task to see what happened.
  • Questions that are not yours reach you. Cause: the teammate asks everyone, or the wrong person. Fix: select Ask someone else on the question, and tell your chief of staff who answers what. See Ask someone else.
  • You get the same kind of question again and again. Cause: the rule lives only in your old answers. Fix: tell your chief of staff to save the rule as standing policy. See Give your squad work that it can finish.