Assigning a conversation to a user Follow

Outpost's Assignments feature offers a powerful way to coordinate a team's work in a shared inbox. When you assign conversations to specific team members, everyone knows who's handling what, and that prevents duplicate replies.

Note: For more ideas on ways to use this feature, see Tips for using Assignments.

 

To assign a conversation to a specific user

  1. From within the conversation, look in the upper right corner. An unassigned conversation will show this icon:
    assignment-icon.png
  2. Click the drop-down menu next to that icon to see a menu of the users in your account. Select the person you'd like to assign the conversation to:
    assignment-in-progress.png

    Note: If you can’t see the user you want to assign in the drop-down menu, it means that this user hasn’t been added to this mailbox yet. To add them, read Changing the users assigned to a mailbox.

  3. Once the conversation is assigned, that user’s initials or profile image will appear in the header of the conversation, and in the Inbox preview card, as a reminder that this user is handling it:
    Image_2019-01-11_at_12.46.27_PM.png

    inbox-new-profile-dot.png

    Note: To use a profile image in Outpost, you'll need to configure a Gravatar through your Preferences page.

You can reassign the conversation to a different user at any time by following these same steps.

 

More on conversations:

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