Version 3
Triage your inbox

Triage your inbox

Sort, filter, and prioritize the work waiting for your review. The inbox shows what your Workflow has prepared and which items need a human eye first.

Audience: business users

Where the inbox lives

Open the Project and switch the sidebar to the Work items rail. A Workflow also carries a Work items button through to everything it has produced. The page splits into two columns: a rail on the left with every work item the Workflow has produced, and a detail pane on the right where you read what was done.

Work items arrive in one of two ways:

  • A trigger fires (an inbound email, a Slack message, a file dropped into a folder) and the Workflow creates a work item automatically.
  • You submit one by hand from the composer at the top of the page.

Sort and filter the rail

At the top of the rail sit a search box and a Filters button.

  • Search. Type into the Search work items box to narrow the rail.
  • Filters. Narrow the rail by Workflow, trigger, status, or disposition. Filters combine: choose Failed and Blocked together to see only the items that need attention.
  • Time window and grouping. The pills under the search box set how far back the rail reaches and how it is grouped. By default it groups by Workflow, then by status.
  • Archived. Include archived work items when you need them.

Search and filters work together. Filter to Failed, then type a customer name to find the one that needs you most.

Move through the rows with J and K, or the arrow keys. Enter opens the item.

Understand the section labels

The rail groups items by status in this order:

  • Blocked. The run is waiting on a person's decision. Answer it and the run continues.
  • Failed. The latest run failed.
  • No result reported. The run finished without reporting a result.
  • Running. Work in progress right now.
  • Queued. The work item is waiting its turn.
  • Completed. The run finished. A result the workflow marks as bad shows in red, so it still stands out.
  • Cancelled. The run was stopped.

Each section can be collapsed by clicking its header. The section that contains the item you have selected stays open automatically.

Pick what to work on next

Click a row to open it in the detail pane on the right. Each row shows you, at a glance:

  • The work item title (or Untitled work item if no title was given).
  • A status badge: Blocked, Failed, No result reported, Running, Queued, Completed, or Cancelled.
  • The current step (if the run is in progress) and the last updated time.
  • How it arrived (for example, via an email trigger or a Slack channel).

A good rule of thumb: start with Blocked, then Failed and No result reported, then anything Running that has been going for a while.

Submit a work item yourself

The composer at the top of the page lets you create a work item by hand. Fill in the title, add any required fields the Workflow expects, attach files if needed, and click Submit work item. The fields you see are what the Workflow takes, and required fields gate Submit.

A Workflow whose contract declares no inputs takes nothing to start: Submit is all there is to fill in.

What is not yet here

Reassigning to a teammate and snoozing are not part of the inbox today. To share an item with someone, copy the page URL and send it. You stay in control of every work item until you mark it done.