Mailbox

This documentation will cover the Mailbox page.

Each project has its own mailbox. Messages in Project A can't be viewed if you are inside Project B.

You can't send a message to someone if you don't belong in the same project, even if both of you are under the same account. This does not apply to the account owner, however.

If you have unread messages, you will see a notification badge in the Mailbox menu item in the project level menu. The number indicates how many unread messages you have.

Clicking the Mailbox menu item doesn't take you to the mailbox page, instead, it shows a quick preview of the most recent messages you've received.

From there, you can click "Mark all as read" to dismiss the notification badge or you can click the "Go to mailbox" button to go to the mailbox page.

Sending Messages

To compose a new message, click the New Message (#1) button under the Actions widget located on the left side of the page.

This will display the Compose message (#2) screen (shown above).

Under Please choose recipients (#3), you can select multiple users by holding CTRL or COMMAND then left-clicking the names of the users you want to send a message to. You can also use the Project Team (#5) widget to select users to send messages to.

You can select a content item to "attach" to your message in the Regarding (#4) field. You'll typically use this if you want to message someone about a particular item, for example, ask them about its progress or if there's anything else needed to complete it.

Selecting an item will update the list of recipients to display only those who can access it or is responsible for one or more of its workflow stages.

Viewing Your Inbox & Sent Mail

When you access your mailbox via Mailbox > Go to mailbox from the project level menu, you'll automatically be redirected to your inbox.

Alternately, you can click Inbox under the Navigation widget on the left side of the mailbox page to view your inbox.

To view messages you've sent, click on Sent mail which is located just under Inbox.

Deleting Messages

To delete a message, click the trash icon of the corresponding message you want to delete.

You can also batch delete messages by using the checkbox next to them. This will allow you to select all messages you want to delete. Once you've selected the messages you want to delete, click the Delete button, which is just next to the Mark as read button, as shown below.

If you want to delete everything, you can use the Clear inbox or Clear sent mail links. This will delete all messages in either your inbox or sent mail.

   

Do note that deleted messages can't be recovered.

Replying to Messages

To reply to a message directly, click the reply icon of the corresponding message.

You can also reply to a message while viewing it by clicking the green reply button located at the bottom of a message.