Before you begin
Use an available Formation mobile build and an account with access to your team. Initial setup needs a connection.
Steps
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Open the mobile app and sign in. Complete the profile screen if it is presented.
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Select an existing team, or follow the available create/join path if you need team access.
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Wait for the initial team data to finish loading. Keep an internet connection while using the app.
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Use team selection when moving to another team and verify the active team before editing planning data.
What to expect
The app opens the selected team’s supported mobile workflows.
Troubleshooting
If the app says bootstrap or team context is unavailable, reconnect and complete account/team setup. A web module may not yet have an equivalent mobile screen.