What is the Inbox?
The Inbox is a task-oriented message board for your project. It displays messages that require your attention — such as action items, system notifications, or tasks assigned by your team’s admin. Each message can be assigned to a team member, tracked by status, and discussed in a threaded conversation.Accessing the Inbox
Navigate to Dashboard → Inbox tab. The inbox shows all non-dismissed messages for the current project, sorted newest first.Message Cards
Each message in the inbox appears as a card showing:| Element | Description |
|---|---|
| Status badge | Current status: open or closed |
| Title | The message subject |
| Description | A preview of the message content (truncated to ~130 characters) |
| Assigned to | Dropdown to assign or reassign the message to a project member |
| Created date | When the message was created |
| Due date | Optional deadline (shown when set) |
| Closed date | When the message was closed (shown when applicable) |
| Link | Optional link to a related page in the project (e.g., a contract or statement) |
Actions
Assign
Use the Assigned to dropdown on any message card to assign it to a project member. This helps distribute work across the team.Dismiss
Click the three-dot menu (…) on a message card and select Dismiss to remove it from the inbox. A confirmation dialog will appear. Dismissed messages are hidden from the inbox but not permanently deleted.View Full Message
Click View to open the full message thread, where you can read the complete message, see all replies, and respond.Message Thread
Opening a message takes you to the full thread view with:- Full message content with rich text formatting
- Replies listed in chronological order
- Reply form with a rich text editor to respond
- Attachments on both the original message and replies
- Sidebar showing status, creator, assignee, and participants
Replying
Type your response in the reply editor at the bottom of the thread. The editor supports rich text formatting and file attachments.Closing and Reopening
Project owners and the message creator can close a message when the task is resolved. Closed messages can be reopened if needed.How Messages Are Created
Messages in the inbox are created in two ways:- By your admin — team admins can create messages with a title, description, assignee, due date, and optional link to a project page
- Automatically — the system creates messages for certain events, such as welcome tasks when a new project is set up (e.g., “Upload your contracts”, “Upload your statements”)
There is no compose button in the inbox itself. Messages are created through the admin interface or generated automatically by the system.
Notifications
When a new message is created and assigned, the project owner receives a notification. Project-level notifications can be toggled on or off in Project Settings.Next Steps
Agents (coming soon)
Automated workflows that work on your behalf.