> For the complete documentation index, see [llms.txt](https://docs.unifize.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unifize.com/user-guide/navigating-the-platform/my-inbox.md).

# 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.

***

### 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

***

### 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.

***

### 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

{% hint style="info" %}
Inbox items are usually ordered based on **recent activity**, helping you focus on what’s most current and relevant.
{% endhint %}

***

### 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


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.unifize.com/user-guide/navigating-the-platform/my-inbox.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
