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 single conversation to a specific user

  1. From within the conversation, look in the upper right corner. An unassigned conversation will show this icon:
  2. Click the drop-down menu next to that icon to see a menu of the users in your account and their current number of unresolved conversations, or conversations assigned to a user that are currently in the inbox or draft folders. Then select the person you'd like to assign the conversation to:

    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:


    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.


To assign multiple conversations to a specific user

  1. From the mailbox view, click on the checkboxes next to the conversations that you wish to assign.
  2. Once the conversations have been selected, click on Assign to and select which user to assign the conversations.
  3. Clicking on a user in this list will assign all selected conversations to that user.

More on conversations:

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