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Beezr on your phone

Screen guide6 minFoundation

Before you start

Beezr changes shape on a phone. The left menu folds away, lists become cards, and tasks fit one hand. You don’t install anything: open the same address in your phone’s browser. This page shows what is where.

When do I get the phone layout?

Section titled “When do I get the phone layout?”

Beezr uses the phone layout when your screen is 900 px wide or narrower. That includes small tablets, and a desktop browser window you’ve made narrow. Widen the window and the full layout returns.

What is in the header and the menu?

Section titled “What is in the header and the menu?”
A phone showing a Deals list. The header has a three-line button, the application name, a bell and a person icon. Below are a search box with filter and more buttons, a New button, and record cards.
    The three-line button opens the menu.
    The bell opens your notifications. A red dot means something is unread.
    The person icon opens your name, Open Designer and Log Out.
    Search with Keyword, then filter and more buttons beside it.
    New adds a record.
    Each card has icons to edit, view and delete the record.

Tap the three-line button to open the menu from the bottom of the screen.

  • Quick Actions has four buttons: Apps, Tasks, Reports and Support. Apps switches application.
  • Below it, your application’s menu groups open and close with a tap. Tap a module to open its list.
  • At the bottom are Log Out and Open Designer.

How do I browse a list?

Section titled “How do I browse a list?”

A list shows one card per record. Use the search box for a keyword, the filter button for conditions, and the more button for other options. Tap New to add a record. On each card, the pencil edits, the eye opens, and the bin deletes the record.

How do I work through my tasks?

Section titled “How do I work through my tasks?”

Tap Tasks in the menu. Task Space on a phone is a list with four tabs: Open, Overdue, Active and Done, each with its count.

  • Tap a task to open its record.
  • Tap the three dots on a row for Go to request, Claim or Release, and Reassign….
  • Press and hold a row to select it, then tap more rows. Approve and Reject appear at the bottom.
  • Pull the list down to refresh.

How do I approve on a phone?

Section titled “How do I approve on a phone?”

Open the task’s record. A Pending Approval card sits above the details.

A phone showing a record with a Pending Approval card holding four buttons: Approve, Reject, Clarify and Send Back.
    Approve records your decision.
    Reject asks for a reason.
    Clarify asks a colleague a question.
    Send Back returns it to the previous step, when that’s possible.

Do I get the same things as on a desktop?

Section titled “Do I get the same things as on a desktop?”

Yes. The phone layout uses the same data and the same permissions as the desktop, so your permissions apply on each device.

Check yourself

Sara opens Beezr in a desktop browser and makes the window narrow. At about what width does Beezr switch to the phone layout?
Show the answer

900 px. Beezr uses the phone layout when the screen width is 900 px or less. That also covers a small browser window.

On a phone, where do you find Tasks, Reports and Support?
Show the answer

In the menu that opens from the three-line button. The three-line button opens a menu with a Quick Actions grid for Apps, Tasks, Reports and Support.

What's next

Approve or reject a taskDecide an approval task from your inbox or from the request's own page, give a reason when you reject, and ask for clarification.Read and clear your notificationsOpen the bell to see what's new for you, jump to the task or record behind a notification, and mark them all as read.

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