My Inbox

The My Inbox view in Unifize is designed to help you stay on top of everything that requires your attention. It provides a focused list of action items, open conversations/records, and tasks you’re involved in—eliminating the need to navigate across multiple records or modules.

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What is My Inbox?

My Inbox is your personal task and activity dashboard. It surfaces records and conversations that are relevant to you—whether you're an assignee, participant, or have been mentioned in a conversation.

This includes:

• Records with open checklist items assigned to you

• Conversations where you're an active participant

• Items waiting on your input, such as approvals or comments

• Threads you've been @mentioned in

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Navigating to My Inbox

To access My Inbox:

1. Go to the main navigation bar on the left.

2. Click on My Inbox — located next to Homescreen.

3. The inbox will display a real-time list of all conversations and records requiring your attention.

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Using My Inbox

Each item in My Inbox is an active record or conversation. From here, you can:

• Open any record by clicking on it

• See a snapshot of recent messages, updates, or checklist progress

• Take action directly from the thread—such as reviewing a checklist item, responding to a message, or uploading a file

Inbox items are usually ordered based on recent activity, helping you focus on what’s most current and relevant.

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Best Practices

• Use My Inbox as your default landing page to stay up to date

• Regularly clear out completed or resolved items for a focused view

• Prioritize based on urgency and pending actions within each record