Mobile app: sign in, open modules and configure preferences

Mobile is not a separate data workspace.

1. Sign in and check the organization context.
2. Open a known task or project and compare it with the webapp.
3. Respond to the notification permission prompt.

Navigation includes Tasks, Calendar, Chat, CRM and Account, with further views for projects, time, meetings, reviews, files, notes, knowledgebase, goals, planning and budgeting according to access.

1. Open a module and a record's details.
2. Use the available actions and verify saved changes.
3. Use the webapp for functions absent from the mobile view.

Mobile settings include profile, language, appearance, calendar preferences and notifications.

First/last name

Edit via their dialogs.

Language and appearance

Select interface language and the offered light/dark/system mode.

Time format

12- or 24-hour display.

Week start

First weekday in calendar views.

Time zone

A specific region or automatic device time zone.

Notifications

Event preferences; system push permission is separate.

1. Open Account → Settings.
2. Review language, appearance and calendar preferences.
3. Review notifications, then verify a known calendar event.