Using Taskboards on Mobile

Waymaker taskboards are fully optimized for mobile devices, allowing you to manage tasks, collaborate with teams, and stay productive on the go. This guide covers mobile-specific features, gestures, and best practices for iOS and Android.

Mobile App Overview

Platform Support

iOS Requirements:

• iOS 14.0 or later
• iPhone 8 or newer recommended
• iPad Pro, Air, or Mini (all generations)
• Optimized for iPhone 12 and later

Android Requirements:

• Android 9.0 (Pie) or later
• 4GB RAM minimum, 6GB+ recommended
• ARM or x86 processor
• Screen size: 5.5" or larger for best experience

Web App Alternative:

Don't want to install an app? Use the mobile web version:

• Visit taskboards.waymakerone.com in mobile browser
• Tap "Add to Home Screen" for app-like experience
• Nearly identical functionality to native app
• Slightly slower performance

Download and Installation

iOS App Store:

1. Open App Store on your iPhone/iPad
2. Search for "Waymaker Taskboards"
3. Tap "Get" then "Install"
4. Open app when installed
5. Sign in with your Waymaker account

Google Play Store:

1. Open Google Play Store on Android device
2. Search for "Waymaker Taskboards"
3. Tap "Install"
4. Open app when installed
5. Sign in with your Waymaker account

First Launch Setup:

1. Grant notification permissions (optional but recommended)
2. Enable offline mode (optional)
3. Choose sync frequency (WiFi only or WiFi + Cellular)
4. Import existing boards
5. Complete quick tutorial

App vs Web Comparison

Feature	Mobile App	Mobile Web
Offline access	✅ Full support	⚠️ Limited
Push notifications	✅ Yes	⚠️ Browser dependent
Performance	✅ Faster	✅ Fast
Storage	✅ Local cache	⚠️ Browser cache only
Camera integration	✅ Direct access	⚠️ Via browser API
Voice input	✅ Native	⚠️ Browser dependent
Gestures	✅ Full support	✅ Full support
Updates	⚠️ Manual from store	✅ Automatic
Installation	⚠️ Required	✅ None needed

Recommendation: Use native app for best experience, especially if you work offline or need notifications.

iOS and Android Features

iOS-Specific Features

Siri Shortcuts:

Create voice commands for common tasks:

"Hey Siri, add task to Waymaker"

• Opens quick add dialog
• Voice-to-text for task title
• Saves to default board

"Hey Siri, show my Waymaker tasks"

• Opens app to "My Tasks" filter
• Shows tasks due today

Setting Up Siri Shortcuts:

1. Settings → Siri & Search
2. Find "Waymaker" in app list
3. Tap "All Shortcuts"
4. Enable desired shortcuts
5. Record custom phrase

Widget Support:

Add Waymaker widgets to home screen:

• Small Widget: Task count and next due task
• Medium Widget: 4 upcoming tasks with quick actions
• Large Widget: 8 tasks with full details
• Smart Stack: Automatically appears when you have overdue tasks

Add Widget:

1. Long-press home screen
2. Tap "+" in top corner
3. Search for "Waymaker"
4. Choose widget size
5. Tap "Add Widget"
6. Position and configure

3D Touch / Haptic Touch:

Long-press app icon for quick actions:

• Create new task
• View my tasks
• View board
• Search tasks

Face ID / Touch ID:

Secure access to Waymaker:

1. Settings → Security
2. Enable "Require biometric authentication"
3. Set grace period (immediately, 5 min, 15 min, 1 hour)
4. Now Face/Touch ID required to open app

Apple Watch (Companion App):

View and manage tasks from your wrist:

• See upcoming tasks
• Mark tasks complete
• View task details
• Get notifications
• Quick add via voice

Install Watch App:

1. Open Watch app on iPhone
2. Scroll to "Waymaker"
3. Tap "Install"
4. Configure watch complications

Android-Specific Features

Material You Design:

App adapts to your Android theme:

• Dynamic color extraction from wallpaper
• Matches system dark/light mode
• Follows Material Design 3 guidelines

Home Screen Widgets:

Multiple widget options:

• 1x1: Task count badge
• 2x2: Next 2 tasks
• 4x2: 4 tasks with quick complete
• 4x4: Full board preview

Quick Settings Tile:

Add Waymaker tile to quick settings:

1. Pull down notification shade twice
2. Tap edit (pencil icon)
3. Find "Waymaker Quick Add"
4. Drag to active tiles
5. Tap tile to quick add task

Voice Commands (Google Assistant):

"Hey Google, add a task in Waymaker" "Hey Google, open my Waymaker tasks" "Hey Google, what's my next Waymaker task?"

Split Screen Multitasking:

Use Waymaker alongside other apps:

1. Open Waymaker
2. Tap recent apps button
3. Tap Waymaker icon at top
4. Choose "Split screen"
5. Select second app

Great for: Referencing tasks while in email, chat, or browser.

Edge Panels (Samsung):

Add Waymaker to edge panel:

1. Settings → Display → Edge panels
2. Enable "Apps edge"
3. Edit apps
4. Add "Waymaker"
5. Swipe from edge to access

Notification Channels:

Fine-grained notification control:

• Task assignments
• Comments/mentions
• Due date reminders
• Board updates
• Team activity

Configure Per Channel:

Settings → Apps → Waymaker → Notifications

• Set priority per channel
• Custom sounds
• Vibration patterns
• LED color (if supported)

Touch Gestures

Basic Gestures

Tap:

• Single tap: Select task or open task
• Double tap: Edit task inline

Long Press (1 second):

• On task: Select task (multi-select mode)
• On empty space: Open quick add
• On section header: Collapse/expand section

Swipe:

• Swipe right on task: Mark complete / uncomplete
• Swipe left on task: Archive task
• Swipe down on list: Refresh board
• Swipe between tabs: Switch views

Advanced Gestures

Pinch:

• Pinch out (expand): Zoom in on calendar/timeline
• Pinch in: Zoom out on calendar/timeline
• On Kanban: Adjust column width

Two-Finger Gestures:

• Two-finger swipe down: Refresh all data
• Two-finger swipe up: Scroll to top
• Two-finger tap: Undo last action

Three-Finger Gestures (iPad):

• Three-finger swipe left: Undo
• Three-finger swipe right: Redo
• Three-finger swipe up: Go to home (iOS system)
• Three-finger swipe down: Show all apps (iOS system)

Drag and Drop

Task Reordering:

1. Long-press task (until it lifts)
2. Drag to new position
3. Drop task
4. Haptic feedback confirms drop

Move Between Sections:

1. Long-press task
2. Drag to different section
3. Hover over section header (it highlights)
4. Drop in section

Move Between Columns (Kanban):

1. Long-press task card
2. Drag horizontally to different column
3. Drop in column
4. Status automatically updates

Tips for Accurate Dragging:

• Use slow, deliberate movements
• Wait for visual feedback before dropping
• Auto-scroll works near screen edges
• Haptic buzz indicates valid drop zone

Gesture Customization

Settings → Gestures:

Customize swipe actions:

Gesture	Default	Options
Swipe right	Complete	Complete, Archive, Delete, Snooze, Assign
Swipe left	Archive	Archive, Delete, Edit, Share, Duplicate
Long press	Select	Select, Edit, Quick view, Context menu
Double tap	Edit inline	Edit inline, Open, Complete, Nothing

Swipe Sensitivity:

Adjust how far you must swipe to trigger action:

• Short: 20% of screen width
• Medium: 40% of screen width (default)
• Long: 60% of screen width

Haptic Feedback:

Control vibration feedback:

• Off: No vibration
• Light: Subtle feedback
• Medium: Standard feedback (default)
• Strong: Pronounced feedback

Mobile-Optimized Views

List View (Best for Mobile)

Why List View Works on Mobile:

• Compact, scrollable interface
• Shows max information in minimal space
• Fast loading
• Easy one-handed use
• Works well on small screens

Mobile List Enhancements:

• Collapsible sections: Tap header to collapse
• Swipe actions: Quick complete/archive
• Infinite scroll: No pagination needed
• Sticky headers: Section headers stay visible while scrolling

Kanban View

Mobile Kanban Optimizations:

Horizontal Scrolling:

• Swipe left/right to see all columns
• Current column indicator at bottom
• Snap-to-column scrolling

Card Size:

• Larger touch targets
• Essential info only
• Tap to see full details

Column Management:

• Tap column header to jump to column
• Mini-map shows all columns
• Quick column picker

Best Practices:

• Limit to 3-4 columns on phone
• Use 5-6 columns on tablet
• Rotate to landscape for more columns

Calendar View

Mobile Calendar Features:

Month View:

• Tap date to see tasks due that day
• Color-coded dots indicate task count
• Swipe to change months
• Today button to jump to current date

Week View:

• Horizontal scrolling through weeks
• Tasks displayed as color blocks
• Tap block to open task
• Long-press to create task on date

Day View:

• Vertical timeline
• Hourly slots (if time set)
• All-day tasks at top
• Drag to reschedule

Gesture: Pinch to zoom between day/week/month views

Timeline View

Mobile Optimizations:

• Horizontal timeline orientation
• Pinch to zoom (day/week/month/quarter)
• Two-finger scroll for smooth panning
• Task bars with smart labels (auto-hide on small zoom)

Task Dependencies:

• Tap task to highlight dependencies
• Dependency lines auto-simplify on mobile
• Tap dependency line to see relationship

Best on Tablet:

Timeline view works best on iPad/Android tablet:

• Larger screen shows more tasks
• Easier to see relationships
• More precise drag-and-drop

Mobile-Only Features

Compact Mode:

Settings → Display → Compact Mode

• Reduces padding/spacing
• Smaller fonts
• Fits more on screen
• Best for phones

One-Handed Mode:

Settings → Accessibility → One-Handed Mode

• Bottom navigation bar
• Quick actions at bottom
• Reachable FAB button
• Swipe down to reach top

Dark Mode:

• Auto-switches with device setting
• Reduces eye strain
• Saves battery (OLED screens)
• Independent override available

Offline Mode

How Offline Mode Works

Automatic Sync:

When online:

1. App downloads board data
2. Caches locally on device
3. Monitors for changes
4. Syncs in background

When offline:

1. Work with cached data
2. Changes saved locally
3. Queued for sync
4. Auto-sync when back online

What Works Offline:

✅ Fully Supported:

• View boards and tasks
• Create new tasks
• Edit existing tasks
• Mark tasks complete
• Change status, assignee, dates
• Add comments
• Delete tasks
• Filter and search (cached data)
• Change views

⚠️ Limited Support:

• Upload attachments (queued until online)
• @mentions in comments (queued)
• Real-time collaboration (disabled)
• Loading uncached boards (requires previous online access)

❌ Not Available:

• Creating new boards
• Inviting members
• Board settings changes
• Exporting data
• Viewing others' changes

Enabling Offline Mode

Settings → Offline:

1. Enable "Offline access"
2. Choose boards to download:
   • All boards: Download everything (uses storage)
   • Starred boards: Only favorites
   • Recent boards: Last 5 accessed boards
3. Set download quality:
   • Full: All data including attachments
   • Essential: Tasks and comments only
   • Minimal: Task titles and basic fields
4. Enable "Auto-download" on WiFi

Storage Used:

Download Level	Small Board	Medium Board	Large Board
Minimal	1-5 MB	5-10 MB	10-20 MB
Essential	5-20 MB	20-50 MB	50-100 MB
Full	20-100 MB	100-500 MB	500+ MB

Check Storage:

Settings → Offline → Storage Used

• Shows per-board storage
• Clear cached data option
• Manage downloaded boards

Syncing

Manual Sync:

Pull down on board list to refresh and sync changes.

Auto-Sync Settings:

Settings → Sync:

• Sync frequency:

  • Real-time (default, recommended)
  • Every 5 minutes
  • Every 15 minutes
  • Every hour
  • Manual only

• Sync on:

  • WiFi only (saves cellular data)
  • WiFi + Cellular
  • Background sync (even when app closed)

• Conflict resolution:

  • Server wins (safest)
  • Local wins (risky)
  • Ask me (manual resolution)

Sync Indicators:

• Green cloud: Fully synced
• Yellow cloud with arrows: Syncing now
• Red cloud with X: Sync failed
• Gray cloud with queue: Changes queued for sync

Resolving Sync Conflicts:

If you and someone else edited the same task offline:

1. App shows "Conflict detected"
2. View your version vs server version
3. Choose:
   • Keep mine: Your changes win
   • Keep theirs: Server version wins
   • Merge: Combine both (manual)
4. Conflict resolved, syncs immediately

Notifications

Notification Types

Task Assignments:

• "Sarah assigned you to 'Design homepage mockup'"
• Tap to open task
• Swipe to mark complete or archive

Mentions:

• "John mentioned you in a comment"
• Tap to jump to comment
• Reply directly from notification

Due Date Reminders:

• "Reminder: 'Submit report' is due in 1 hour"
• Tap to open task
• Swipe to snooze (15 min, 1 hour, tomorrow)

Comments:

• "New comment on 'Website redesign'"
• Tap to view comment thread
• Reply inline

Status Changes:

• "Task moved to 'In Progress'"
• Shows who made change
• Tap to view task

Board Activity:

• "5 new tasks in 'Marketing Q4'"
• Tap to see board
• Summary of changes

Managing Notifications

iOS Notification Settings:

Device Settings → Notifications → Waymaker:

• Allow Notifications: On
• Notification Grouping: Automatic (recommended)
• Sounds: Choose sound
• Badges: Show badge count on icon
• Lock Screen: Show notifications
• Notification Center: Show history
• Banners: Temporary or Persistent

In-App Settings:

Waymaker → Settings → Notifications:

Notification	Options
Task assigned	All, Important only, Off
Mentions	All, Off
Comments	All, My tasks only, Off
Due reminders	1 hour before, 1 day before, Both, Off
Status changes	All, My tasks only, Off
Board updates	Daily digest, Real-time, Off

Quiet Hours:

Settings → Notifications → Quiet Hours:

• Set start/end time (e.g., 10 PM - 7 AM)
• Choose which notifications still come through:
  • None (full quiet)
  • Important only (high priority tasks)
  • Direct mentions only
• Automatically enables based on device Do Not Disturb

Notification Actions:

Long-press notification for quick actions:

• Mark Complete
• Archive
• Snooze (15 min, 1 hour, tomorrow)
• Reply (for comments)
• View Details

Push Notification Troubleshooting

Not Receiving Notifications:

1. Check app settings: Settings → Notifications → Enabled
2. Check device settings: Device Settings → Waymaker → Notifications allowed
3. Check Do Not Disturb: Disable temporarily to test
4. Check Quiet Hours: May be in quiet period
5. Restart app: Force quit and reopen
6. Re-login: Sign out and back in (re-registers device)

Delayed Notifications:

• Android: Disable battery optimization for Waymaker
  • Settings → Apps → Waymaker → Battery → Unrestricted
• iOS: Ensure Background App Refresh enabled
  • Settings → General → Background App Refresh → Waymaker → On

Too Many Notifications:

• Change to "Important only" or "Daily digest" mode
• Disable board update notifications
• Enable Quiet Hours
• Unwatch boards you don't actively work on

Quick Actions

Floating Action Button (FAB)

The "+" Button:

Tap the floating "+" button (bottom-right) for quick actions:

• Create Task: Opens task creation
• Quick Add: One-field task creation
• From Template: Create from template
• Scan to Create: Use camera to create task (extracts text from image)
• Voice Create: Speak to create task

FAB Customization:

Settings → Interface → FAB:

• Position: Bottom-right, Bottom-center, Bottom-left
• Size: Small, Medium, Large
• Actions: Customize what appears in FAB menu
• Quick Action: Single tap behavior (default: Create Task)
• Long Press: Long-press behavior (default: Voice Create)

Today Screen (iOS Widget)

Quick Glance Widget:

Add to Today View for quick access:

1. Swipe right from home/lock screen
2. Scroll to bottom
3. Tap "Edit"
4. Find "Waymaker Tasks"
5. Tap "+" to add
6. Drag to reorder

Shows:

• Tasks due today
• Overdue tasks
• Next 3 upcoming tasks
• Quick complete checkboxes

Interactive Actions:

• Tap checkbox to complete task
• Tap task to open in app
• Pull to refresh

3D Touch Quick Actions (iOS)

App Icon Menu:

Hard press (or long-press) Waymaker app icon:

• Create Task: Jump to task creation
• My Tasks: View tasks assigned to you
• Search: Open search
• Recent Board: Open last viewed board

Customizable:

Settings → Interface → Quick Actions:

• Choose which 4 actions appear
• Reorder them
• Create custom actions (deep links)

Voice Input

Voice-to-Text:

Anywhere you can type, use voice:

• Tap microphone icon in keyboard
• Speak task title, description, comment
• Punctuation spoken: "period", "comma", "question mark"
• Works offline (device processing)

Voice Commands:

"Create task: Submit expense report"

• Creates task with that title

"Add comment: Looks good to me"

• Adds comment to open task

"Set due date tomorrow"

• Sets due date on selected task

Voice Accuracy Tips:

• Speak clearly and at normal pace
• Reduce background noise
• Use punctuation commands
• Review before saving

Mobile Limitations

Feature Differences

Not Available on Mobile:

• Advanced filtering: Complex filter builder (use presets instead)
• Bulk edit: Editing multiple tasks at once
• Drag to reorder dependencies: Can view, but not edit dependency order
• Custom board templates: Can use templates, not create new ones
• Advanced analytics: Full reports (basic stats available)
• Board exports: Full data export (basic CSV available)
• Automation builder: Can view automations, not create
• Custom fields creation: Can use custom fields, not create new

Simplified on Mobile:

• Task detail view: Fewer tabs, streamlined
• Settings: Grouped for easier navigation
• Comments: Simplified editor (no markdown toolbar)
• Attachments: Preview only (download to view full)

Performance Considerations

Mobile Performance Tips:

1. Keep boards small: < 500 tasks per board
2. Use filters: Don't load all tasks at once
3. Archive regularly: Old tasks slow performance
4. Limit attachments: Large files slow task loading
5. Use list view: Fastest view on mobile
6. Clear cache: Monthly maintenance

Battery Optimization:

• Enable dark mode (OLED screens)
• Reduce sync frequency when battery low
• Disable real-time sync (use manual refresh)
• Lower notification frequency
• Close app when not in use

Data Usage:

• Enable "WiFi only" sync to save cellular data
• Download boards on WiFi for offline use
• Disable auto-download attachments on cellular
• Use "Essential" download level instead of "Full"

Settings → Data Usage:

• View data used this month
• See breakdown (sync, attachments, images)
• Enable "Data Saver Mode"
  • Reduces image quality
  • Disables auto-sync on cellular
  • Minimal background sync

Screen Size Adaptations

Small Phones (< 6"):

• Enable compact mode
• Use list view primarily
• Limit visible task fields
• Single-column layouts

Large Phones (6-7"):

• Standard mode works great
• Kanban view with 2-3 columns
• More info visible without scrolling

Tablets (iPad, Android tablets):

• Desktop-like experience
• Split-screen support
• Full kanban boards (5+ columns)
• Keyboard shortcuts with external keyboard

Landscape Orientation:

• Automatically adjusts layout
• Kanban shows more columns
• Timeline view works better
• Side-by-side task list and detail

Syncing Between Devices

Multi-Device Setup

Automatic Sync:

When signed in to same account:

• Changes sync automatically across devices
• Real-time updates (within seconds)
• Offline changes sync when device comes online
• No manual intervention needed

Devices:

You can use Waymaker on:

• iPhone + iPad + Mac + Web (unlimited devices)
• Android phone + tablet + Web (unlimited devices)
• Mix and match platforms

Sync Status

Check Sync Status:

• Look for sync indicator (top of board list)
• Green = Synced
• Yellow = Syncing
• Red = Sync error

Force Sync:

Pull down on board list to manually sync.

Sync History:

Settings → Advanced → Sync History:

• See last sync time per device
• View sync errors
• Retry failed syncs

Conflict Resolution

When Conflicts Occur:

Two devices edit same task offline simultaneously:

1. App detects conflict when syncing
2. Shows your version vs other version
3. You choose which to keep or merge
4. Resolved version syncs to all devices

Preventing Conflicts:

• Sync frequently (enable background sync)
• Avoid editing same task on two devices while offline
• Use real-time sync when possible

Accessibility on Mobile

VoiceOver (iOS)

Enable VoiceOver:

Device Settings → Accessibility → VoiceOver → On

Waymaker VoiceOver Features:

• All buttons labeled clearly
• Task details read aloud
• Gestures supported:
  • Swipe right: Next element
  • Swipe left: Previous element
  • Double tap: Activate
  • Three-finger swipe: Scroll

Custom Labels:

Waymaker uses descriptive labels:

• "Task: Design homepage mockup, assigned to you, due tomorrow, priority high"
• "Complete task button"
• "Add comment button"

TalkBack (Android)

Enable TalkBack:

Device Settings → Accessibility → TalkBack → On

Waymaker TalkBack Support:

• Content descriptions on all interactive elements
• Logical navigation order
• Gestures supported:
  • Swipe right: Next
  • Swipe left: Previous
  • Double tap: Activate
  • Swipe down then right: Global actions

Visual Accessibility

Large Text:

Waymaker respects device text size settings:

iOS: Settings → Display & Brightness → Text Size Android: Settings → Display → Font Size

Supports up to 200% text scaling

High Contrast:

Enable in Waymaker settings:

Settings → Accessibility → High Contrast Mode

• Increases text/background contrast
• Bolder outlines
• Clearer focus indicators
• Enhanced button visibility

Color Blind Modes:

Settings → Accessibility → Color Adjustments:

• Protanopia (red-blind)
• Deuteranopia (green-blind)
• Tritanopia (blue-blind)

Adjusts color indicators to be distinguishable.

Motor Accessibility

Larger Touch Targets:

Settings → Accessibility → Large Touch Targets

• Increases button/link size
• More spacing between elements
• Easier tapping

Reduce Motion:

Waymaker respects device "Reduce Motion" setting:

iOS: Settings → Accessibility → Motion → Reduce Motion Android: Settings → Accessibility → Remove Animations

Disables animations, crossfades, transitions.

Voice Control:

Full voice control support:

"Tap Create Task" "Show Board List" "Complete Task"

Tips for Mobile Productivity

Best Practices

Morning Review:

1. Open app while commuting
2. Review tasks due today (widget)
3. Prioritize top 3 tasks
4. Add any new tasks that come to mind

Quick Capture:

• Use voice input to quickly capture thoughts
• Don't worry about details initially
• Refine tasks later at desk

Inbox Zero:

• Process new assignments daily
• Move to appropriate layer/status
• Set due dates
• Archive completed tasks

Offline Preparation:

• Download boards before flights/travel
• Enable "Full" download for important boards
• Sync before going offline

Battery Management:

• Use dark mode
• Reduce sync frequency when battery low
• Close app when done (don't leave running)

Recommended Workflows

Field Work:

Use voice commands to:

• Log completed tasks
• Create follow-up tasks
• Add photos of work completed
• Comment on task progress

Commuting:

• Review and prioritize tasks
• Respond to comments
• Update task status
• Plan day ahead

Meetings:

• Take notes in task comments
• Create action items as tasks
• Assign tasks to attendees
• Set due dates

Waiting Rooms / Downtime:

• Process low-priority tasks
• Clean up completed tasks
• Archive old tasks
• Organize layers

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Mobile Productivity at Your Fingertips

Waymaker's mobile apps are designed for productivity on the go. Whether you're on iPhone, iPad, or Android, you have full access to your tasks with optimized interfaces, gestures, and offline capabilities.

Start with the basic gestures and notifications, then explore advanced features like widgets, voice input, and offline mode. Before you know it, you'll be managing your taskboards seamlessly across all your devices.

For additional mobile tips and troubleshooting, visit our mobile support section or contact Waymaker support from within the app.