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Inbox

Use Inbox for tasks and automation requests that need a person to act.

Run the Inbox

Create and organize a task

  1. Open Inbox and select New task.
  2. Enter a title and optional notes, stage, and due date.
  3. Open the task to edit its title and Markdown body. Changes save automatically.
  4. Open Details to change the stage or due date, add properties, attach files, and inspect revision history.
  5. Choose existing tags or create a new tag while the tag picker is open.

Focus the Inbox

  1. Choose a stage above the task list to see work in that stage.
  2. Open the tag filter and select one or more tags. A task must contain every selected tag to remain visible.
  3. Open stage settings to add, rename, reorder, hide, or remove stages and to choose the default Inbox view and new-task stage.

Complete or restore a task

  1. Select a task's completion control or open the task and select Complete.
  2. Use the short undo window if the completion was accidental.
  3. Open the Done stage and select Move to To Do to restore completed work.

Respond to an automation

  1. Open an automation item shown at the top of Inbox.
  2. Edit the requested content or review the proposed content and properties.
  3. Select Complete, Approve, or Do not approve as requested by the automation.
  4. Use the action menu to cancel the run when it should not continue.