tasks:managing-inbox

Managing your Inbox

The Inbox is the first thing you see when you log into Pyrus. This is a list of tasks requiring your attention, your decision, or some other action. If any of your tasks have unread updates, that number of updates will appear in a yellow circle next to Inbox in the lefthand menu.

We recommend starting every day by checking your Inbox and working toward Inbox Zero. From the moment you start working, you are presented with exactly what needs to be done, and you are left to process the tasks one by one.

Pin a task at the TOP

You can pin important tasks at the top of the Inbox the same way you pin important posts on social networks. Pinning tasks makes it easy to keep returning to the same task as you keep working on it intermittently throughout the day; or you can pin several tasks to create a kind of to-do list for the day. Place the cursor over the task you need, and tap the Pin button.

Or press the eight-dot area to the left of the task, and drag it to the top.

Now the task will always be at the TOP of your Inbox. Keeping your important tasks set apart in plain sight like that will help you prioritize, and keep you from missing an important step, a business call, a meeting, or a document. You can pin several tasks. The first task you pinned will be the first one on the TOP.

You can move pinned tasks by dragging them to where you need them in the list.

You can also unpin a task by dragging it back into the Inbox, or by tapping the pin button again.

Following a task

You can follow tasks that need your attention. To do this, click on the flag in the task comment field and click Send or Send & Hide.

You can follow tasks you aren’t participating in. All flagged tasks are in the Following folder in the left-hand menu.

Setting a reminder

If you want to snooze a task and come back to it later, you can set a reminder. The task will disappear from your Inbox and appear again on the date you set.

Mark a task as unread

If you want to come back to a task later, you can mark it as unread. Open the task and click on Actions » Mark as unread.

Hiding a task from the Inbox

If you are only following along with a task for informational purposes and do not want to take part in its discussion, click Hide.

The task will return to your Inbox only when another participant

  • comments on it
  • changes any of the fields
  • chenges due date
  • changes status
  • sends the task to another step of the workflow
  • requests approval
  • reopens a closed task

This lets you keep an eye on the task even though it stays in the background.

Finishing a task

Click Finish on the upper toolbar to archive a task.

The task will disappear from every participant’s Inbox except the task creator’s, who will see it grayed and crossed out. The task can be found in search results and reopened if needed.

Deleting a task

Whoever creates a task can also delete it.

Deleted tasks cannot be found using the Search function. All information related to deleted tasks is permanently erased.

Note: A task can be deleted not only by its author, but also by a user with Supervisor rights.

Group task actions

You can archive or snooze a group of tasks all at once. To do this, select them in the Inbox and a list of available actions will open.

Pyrus Tip: Whenever someone closes a task you created, it will appear in your Inbox. Click Mark finished tasks as read to remove it from the list.

When a task has been hidden or finished, or a reminder has been set for it, the task will be removed from the Inbox list. This feature helps you focus on your current task as you work toward Inbox Zero. These tasks can be found via search or in the Recent folder.

Task statuses

When they appear on your lists, the task title’s font and color indicate the task’s status:

  • Bold: The task has new unread comments.
  • Brown: The task is due today.
  • Red: The task is overdue (the negative number at the end of the line indicates the number of days overdue).
  • Gray, crossed out: The task is archived.
  • Normal font: Current tasks that are not due yet, or have no specified deadline.

If the task has a due date, it is displayed to the right of the title.

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