Inbox
Use Inbox in WorkBook to keep track of your tasks and communicate with team members, co-workers, clients, and prospects.
The WorkBook Inbox serves as an information hub where you can monitor the things you are responsible for. These include items that require your action or approval such as tickets, deadlines, expense entries, and time entries. In addition, the Inbox allows you to communicate with team members and collaborate on different items within the system.
WorkBook has over 90 different notification types that can be enabled. They notify you when your action is required in a specific area in the system, depending on your setup and responsibilities. If you are an administrator, you configure notifications in . In order for the system to know what notifications you want to enable, you must first add agents. You select the agents in .
You can personalize your notification settings in .
Inbox Categories and Subcategories
The items in your inbox are categorized into Inbox and Channels.
Channel items are grouped into Private, Shared, and Global.
System Variables
WorkBook has a number of System Variables related to notifications. For the list of variables, see System Variables (Notifications).
Card- and Entry-Specific Actions
For most inbox items such as tasks, material entries, expense entries, or mileage entries, the same actions will be available to you as they would be when you access them from anywhere in WorkBook. For example, if you select a task conversation from your inbox, you will be presented with the same window that you would be shown when opening a task card. For procedures, refer to the areas of the online help where they are described in detail.