Mobile app overview

The Pilla mobile app is built for doing the work. You sign in, see the workflow runs scheduled for you that day, and tick them off. Managers can use it too — they get a few extra menu options for resetting and deleting runs.

What the mobile app is for

The mobile app is execution-only. You can't build workflow templates or canvases here — that all happens on the web app. The mobile app is where the work actually gets done:

• See the workflow runs scheduled for your team today
• Open a run and fill in each element
• Mark a run complete when everything's filled in
• Chat with your team about a specific run
• Post and watch stories
• Talk to Poppi about your day

The Work Items tab

The bottom of the screen has a single tab called Work Items. That's where you spend almost all your time in the app. It's also the screen you land on when you open the app.

The Work Items screen has three main areas, top to bottom:

1. The stories row (round profile pictures)
2. The horizontal date scroller
3. The work list (one card per workflow run)

Stories row

The top of the Work Items screen has a horizontal row of round profile pictures. Each circle is one teammate who has posted a story.

• Tap a circle to watch that person's stories full-screen
• Tap the + on your own circle to record and post a new story
• Faded circles mean you've already watched everything that person posted

For the full guide to posting and watching, see the Stories doc.

Horizontal date scroller

Just below the stories row sits a row of dates. Today is the default. Swipe left and right to scroll through more dates, and tap a date to jump the work list to that day.

Each date shows a small colour status (green, orange, or red) so you can tell at a glance which days had everything finished, which had problems, and which had work missed.

The work list

Below the date scroller is the list of workflow runs for the selected day. Each card represents one run. The colour bar down the left of the card matches the web app:

• Green — everything's complete and on time
• Orange — in progress or finished late
• Red — missed or behind schedule

Tap a card to open the run. Once you're in, you can fill in each element. See the "Completing a work run on mobile" doc for the full flow.

Floating action bar

A floating bar sits above the work list with three icons. It stays in place wherever you scroll.

• Left — chat bubble icon: opens Chats. Talk to your team, send direct messages, and read replies.
• Middle — target icon: opens Poppi, the AI assistant. Ask questions about your work, your team, or your account.
• Right — Menu: opens an action sheet with extra options for the screen you're on. Labelled "Menu" next to the icon.

The menu on the Work Items screen

Tap Menu to open the action sheet. The options you see depend on your role.

Everyone sees these options:

Managers and admins see two extra options:

Manager-only actions on a work card

Each workflow run card has its own menu that managers can use to manage that single run:

• Reset this workflow run — clears every saved answer and reopens the run, so the team can do it again. Staff can do this too.
• Delete this workflow run — removes the run entirely. Managers and admins only.

Tips

• Today's date is selected when you open the app. Scroll left to look back at earlier days.
• The colour bar on a date in the scroller matches the colour bar on the cards for that day — green, orange, or red.
• Pull down on the work list to refresh.
• Stories don't appear on the web app at all. They're a mobile-only feature.
• If something looks wrong with your work list, check the menu — you might have a team filter turned on.