Inbox

The Inbox collects what is waiting on you, so you don't have to check each area of Agiled to find it. It is the first item in the sidebar, above Dashboard.

Start hereCopy Anchor Link

1. Open an item and act on it (below).
2. Snooze or archive what you have dealt with.
3. Choose what notifies you.

What shows upCopy Anchor Link

Things that need your action:

• workflow and AI approvals
• expense, leave, attendance correction and timesheet approvals
• your open tasks that are overdue or due by tomorrow
• documents waiting for your signature
• AI work that is ready for you to review

Updates: your notifications, such as a task assigned to you, a mention, a comment, a new invoice or contact, or a client accepting an estimate.

Everything about one record shares a single row. If a teammate assigns you a task and then mentions you on it, you see one row for that task. The row is titled with the record, and the line underneath says why it is there, for example "Due tomorrow", "Approval needed" or "Michael Scott assigned you this task".

You only see what you are allowed to act on. For example, expense approvals appear for people who manage finance, and timesheet approvals appear for owners, admins and managers who manage time tracking.

Open an itemCopy Anchor Link

1. Select Inbox in the sidebar.
2. Select a row. The detail pane opens on the right and the row is marked as read.
3. Act on it in the detail pane, or select Open to go to the record.

The detail pane shows the record itself, with buttons that fit it: Approve and Reject for approvals, Mark complete and Open task for tasks, Review and sign for documents, and buttons such as Open invoice or Open deal for other records. Below that you see the record's Activity and its Properties, such as status, assignees, due date and amounts.

When you reject a request, Agiled asks you to confirm and lets you add an optional reason. After you decide, archive or snooze an item, the next row is selected for you.

You're done when the item has left your Inbox or shows as read.

Narrow the listCopy Anchor Link

Use Filter at the top of the list: Everything, Needs my action, Updates or Unread only. Active filters appear as chips above the list; select a chip to clear it.

The ... menu next to the Inbox title has Mark all as read, Archive all read and Notification settings. The first two only apply to the rows you can see, so they follow your current filter.

Inbox and the notification bellCopy Anchor Link

The bell in the top bar shows your latest notifications only. The Inbox shows those too, plus approvals, tasks coming due and documents to sign. Reading an update in one place marks it read in the other. See Notification bell.

Good to knowCopy Anchor Link

• The sidebar shows your unread count next to Inbox, or a dot when the sidebar is collapsed. It refreshes about once a minute.
• On a phone, the Inbox shows one pane at a time. Use the back arrow to return to the list.
• The Inbox is in the web app. The desktop and mobile apps use the notification bell.
• Mentions show up as part of the record they belong to, not as a separate list.