Inbox

Keeping track of everything that you and your team need to do is pretty important.

Luckily, Process Street‘s Inbox feature lets you do just that!

Plan: Inbox is available on all plans

Users: Admins, members and guests can use Inbox.

Accessing Inbox

To access Inbox, simply click on the ‘Inbox’ button next to the ‘Home’ button at the top left of your screen at any time within the app. Or click right here to head there now.

Using Inbox

When you click the Inbox button in your header bar, you are taken to the main ‘Inbox‘ tab, where you will find any items that or overdue or due today.

Items for tomorrow, next week, next month or next year, are showing in the ‘Upcoming‘ tab.

Once inside your Inbox, you can see all of the tasks, approvals tasks or checklists that you’ve been assigned to.

Tasks and checklists with no due dates are listed underneath everything that has a due date.

Viewing assigned checklists and tasks in Inbox

Assigned tasks are represented by a box with a single checkmark icon, while assigned checklists are represented by an icon of a page with three bullet points.

You can use filters to show only tasks, checklists or approvals in this view, depending on what’s important to you. Admins can also filter to view other users or groups Inboxes by clicking on ‘Assigned to Me’. .

Note: Approvals tasks will only show in your Inbox when all the tasks to be approved have been completed.

Completing checklists and tasks

You can complete a task or checklist right from within Inbox by clicking on the green ‘Complete’ button on the far right of the task or checklist. Hover you mouse over your profile picture to see the green button, or click to open the task or checklist.

Note: You cannot complete tasks or checklists with required fields or stop tasks, until these have been completed first.

Snoozing checklists and tasks one by one

If you’re not ready to complete a task or checklist, simply click on the ‘Snooze’ button to the left of the ‘Complete’ button, to push it off to a date and time of your choosing. Hover over your profile picture or the date to see the snooze button.

Completing & snoozing multiple items at once

You can use our multi selection tool to ‘Complete’ or ‘Snooze’ checklists or tasks in one go.

You do this by hovering your mouse cursor over the task or checklist icon. You can then select which tasks or checklists you want to select. Then you can either snooze them to a later date or complete them from here.

Process Street will notify you with an error message if you have any required fields in the checklist that need to be filled in before the checklist can be completed.

Viewing teammate’s checklists and tasks

Admins and members with “can edit & run” or “can view & run” have access to other user’s inboxes.

To view tasks and checklists assigned to your teammates and even entire groups, click on the ‘Assigned to me’ drop-down on the top right of the page in Inbox.

Members with “can view own & run” or “can view own” permissions and Guests, can only see their own inbox.

Using the Upcoming tab

Once you’re done with all of your tasks and checklists, you can get ahead of the ball by visiting the ‘Upcoming’ tab to see everything that hasn’t yet come up as due.

These are also shown in date order, with the shortest dates at the top of the page.

Daily Inbox email notifications

You can choose to have a daily inbox email reminder, for any overdue and upcoming tasks sent to your email address.

Please note that if your Inbox is empty, no email will be sent. The notifications are triggered by any items in your Inbox tab and not the Upcoming tab.

Inbox keyboard shortcuts

There are a few handy keyboard shortcuts you can use to help you get your work done faster:

  • Use the left and right arrow keys to move through items in your inbox
  • e or y – to mark a task or checklist as done

 

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