Inbox brings conversations and tasks into the same daily workspace. Choose a view based on the decision you need to make, then open the item to review its context.
Before you start
You need workspace access. Personal mail, shared mailboxes and team inboxes have different access rules.
Review supplier confirmation work in Inbox and open a task to check its owner, due date and related records.
Choose and work through a view
Open Inbox and start with Your inbox for the work brought to your attention.
Use Scout Agent → Needs input for questions and approvals, Handed off for work returned to people, and In progress for delegated work still underway.
Use the Tasks views to review your tasks, unassigned work and work behind schedule.
Use Personal email or a team inbox for mailbox-specific conversations. Check the sender and sharing status before replying.
Select list or table layout, and apply search or filters to focus the work. Open an item to read its activity before acting.
Check the result
The selected view shows the relevant work, and the detail area gives you the conversation, task or decision behind it. An empty filtered view is different from an empty workspace.
Close the loop on each item
Reply when a conversation needs an answer, answer a Scout Agent request when work is waiting on you, or update a task when its business status changes. Park work you intentionally want to revisit.
Read the latest activity before sending a follow-up. Another teammate or Scout Agent may already have acted.
Keep view state separate from work state
A saved view is a reusable selection of work. Marking an email Done, moving it to a provider folder and completing a linked task are separate decisions. Choose the action that matches the outcome you intend.
If something does not look right
What you see | What to check |
Expected work is missing | Clear filters and check All, the relevant task view and the correct workspace. |
An item needs you but shows no decision | Open its latest activity and check whether the original request was already answered or replaced. |
Does Your inbox include every team item?
Does Your inbox include every team item?
Use the specific mailbox, task or All view when investigating a wider set. Access and the selected view determine what appears.
Continue your work
Open the relevant area in Cartograph to continue with your workspace data.