Short video shows you how to login to your workspace from the Project Insight Mobile App. Our robust mobile app lets you update task statuses, make comments, enter time, capture expenses, submit time sheets, run reports, approve items, and more.
Transcript:
To sign into Project Insight from your mobile app, you'll need to know your workspace and your login.
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If you type it correctly, it will send you on to the login. I've already logged in here before, so my Face ID is recognized. If you just input your email address and your password, you can hit "Sign In." There is an option for Single Sign-On (SSO) if you happen to have your workspace configured for it, but in this case, I am just using a simple login.
Once I hit "Sign In," I am taken to my main screen, which is the work list. It's the left icon on the bottom. There's also a project list, which includes the projects that I'm a project manager on or that I'm attached to. You can also see my notifications by clicking the bell icon on the bottom.
Additionally, you can access your time tracking or your expense entries as well. These are the options on the bottom. In this case, I'm just going to go and update a task. I'm going to change the status to "In Progress" and simply click "Save." That's how easy the Project Insight mobile app is to use. If I hit back, I'm returned to my work list.
It's that simple! Watch other videos to learn how to perform other options and functions in the mobile app.
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