The Dubsado Inbox is a great productivity tool for reading and responding to all your latest Dubsado emails without jumping from project to project.
Access your Dubsado Inbox by clicking on the envelope icon in the top navigation bar.
⚠️ Heads up! Before you can use the Dubsado Inbox, you'll need to connect an email for conversation mode. This article assumes you have an email connected.
In this article
How the Dubsado Inbox works
The goal of the Dubsado Inbox is to help you stay on top of new emails from all of your clients. The Dubsado Inbox will catch:
new replies from clients to emails sent from inside Dubsado
new emails sent to your connected email from clients who are saved in your address book
Replies from clients
Whenever a client replies directly to an email sent from inside a Dubsado project (either manually or via workflow), their reply will appear in both the project inbox and the Dubsado Inbox. You can respond to the email from either location.
New emails from clients
If a client is saved in your address book, any emails they send to your Dubsado-connected email will also be brought in to the Dubsado Inbox.
This will help you catch those "out of the blue" emails from clients that don't get saved into a project right away. You can assign these emails to projects so that the thread is saved in Dubsado going forward.
⚠️ Heads up! Dubsado does not replace your email inbox. If an email does not meet the criteria above, it will not be brought into Dubsado. All emails brought into Dubsado will still be visible in your regular inbox.
Assign an email to a project
If an email comes in from a client and is not attached to a project, you'll see a Select Project link at the top of the email.
Click Select Project.
Type in a project title or client name to find the correct project for the email.
Click on the project title to assign the email.
⛔ Hold on! Take care to select the correct project. Emails cannot be re-assigned to a different project once they have already been assigned.
After the email has been assigned to a project, it will appear in the project inbox.
👋 Here's a tip... it's not required to assign all client emails to a project. You only need to assign an email to a project if you'd like to keep a record of that email in Dubsado.
Respond to emails
While viewing any email in the Dubsado Inbox, scroll down to find a reply composer. Reply to emails inside Dubsado to keep a record of the thread saved in Dubsado.
The Dubsado Inbox is not designed as long-term storage for your emails in Dubsado. Your goal is to empty it out and achieve "inbox zero" as you review and respond to new messages from your clients!
Emails in the Dubsado Inbox will either be archived or deleted depending on whether or not they are assigned to a project.
If an email is assigned to a project, you will only see the option to archive it. Archiving the email will remove it from the Dubsado Inbox, but the email will be stored in the inbox of the project it's assigned to.
If an email has not been assigned to a project, you will only see the option to delete it. Deleting the email will remove it from Dubsado completely, but the email will still be available in your regular inbox outside of Dubsado.
👋 Here's a tip... if you want to store an email in Dubsado long-term but you only see the option to delete it, assign the email to a project first!
Click on the Archive or Delete button in the top right corner while viewing an email.
Hover over the right-most side of the email preview in the left sidebar for a quick archive/delete option.
Use the bulk action menu to archive/delete multiple selected emails at once. Emails assigned to projects will be archived, and emails without a project will be deleted.