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Performing mass actions in the inbox (redesigned Inbox)
Performing mass actions in the inbox (redesigned Inbox)
Updated this week

⚠️ Important: This is currently a beta feature. It will be available once the beta period is complete.

You can select one or multiple inbox items and simultaneously apply an action to all of them. You can quickly action multiple inbox items, such as marking multiple items as reviewed at the same time.

📌 Note: To perform this action, you must have the Inbox Mass Actions permission (go to User permission options).

⚠️ Important: Once performed, you can't reverse a mass action.

Steps

  1. From the main menu, click Inbox.

  2. In the far left column, click the checkboxes beside the items to apply the mass action to. The mass actions bar appears at the bottom of the window and shows the number of items selected.

  3. Click the desired mass action. If no other action is required, the mass action is applied automatically.

Mass action

Description

Snooze

Snooze the inbox items. This determines when the inbox item returns to an Active status.

Mark urgent

Mark the inbox items as urgent.

Forward

Forward the inbox items to a different user.

📌 Note: The inbox items retain their urgency. To change the urgency you must forward the inbox items individually.

Mark reviewed

Mark the inbox items as reviewed.

Mark done

Mark the inbox items as done.

📌 Note: If you mark internal messages as done, a Confirm window lets you know how many messages you are the last to mark as done and you can close only those conversations directly in the window.

📌 Notes:

  • If an action cannot be performed, for example forwarding Messages or marking Qnaire responses as reviewed, a message appears notifying you of how many items the action does not apply to.

  • Depending on the number of inbox items selected, you may see a loading screen before a mass action is applied.

Updated February 3, 2025

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