Lesson 24 · Build with customers
Triage what needs you
Inbox views, items, routing and dismissing.
You’ll be able to
- See everything that needs you
- Route items to the right project
- Clear the rest with a reason
Read the docs
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Transcript
You can clear everything that needs your decision from one list, and send each item to the project it belongs to.
In Build, open Inbox. Needs you shows what's waiting on you. Everything shows the whole workspace.
Tasks appear in the main list. Use Follow-up to narrow them down. Approvals holds BoB actions and Scout decisions that need review.
Click an item to open it. You see its kind, which recording it came from, and why it landed in your Inbox.
Snooze hides the item until later. Find it again in the Snoozed view.
Route sends it to a project. Pick an existing project to attach it, or name a new project and click Create.
Done with it? Click Dismiss and pick a reason, like Duplicate or Already handled.
Next up, turn an idea into a prototype.
