Waymaker
Shared Inbox

Introduction to Shared Inbox

Learn about Introduction to Shared Inbox in WaymakerOS.

Team EmailAssignment

Shared Inbox lets your team manage email together. Incoming emails land in a shared view where team members can claim, reply, and convert emails to tasks — all within Commander.

What can you do with Shared Inbox?

  • Manage team email — customer support, sales enquiries, operations
  • Assign automatically — round-robin distribution across team members
  • Convert to tasks — turn an email into a task on any taskboard
  • Configure replies — set signatures and auto-reply messages
  • Collaborate — see who's handling what in real time

Creating a shared inbox

  1. Click Create Inbox from the Shared Inbox section
  2. Select a workspace (required)
  3. Optionally select a project to associate the inbox with
  4. Enter an inbox name
  5. Click Create

Your new inbox is ready to receive email.

The inbox interface

The sidebar shows the active inbox name and unread email count. If you have more than 99 unread emails, it displays "99+".

Email list

Emails appear in chronological order. Each email shows:

  • Sender name and email address
  • Subject line
  • Preview snippet
  • Received timestamp
  • Assignment status (unassigned, assigned to a team member)

Reading and replying

Click an email to open the full view. From here you can:

  • Read the complete message
  • Reply or forward
  • Your team's email signature is automatically appended to replies

Assignment modes

Manual assignment

The default mode. Emails arrive unassigned and team members claim them manually.

Round-robin assignment

Emails are automatically distributed in rotation among a configured pool of team members. To set up round-robin:

  1. Open inbox settings
  2. Change assignment mode to Round Robin
  3. Select team members for the assignment pool
  4. Save

New emails are assigned to the next person in the rotation.

Converting emails to tasks

Turn any email into a trackable task:

  1. Open the email
  2. Click Convert to Task
  3. A panel slides open with pre-filled content:
    • Task title — defaults to the email subject
    • Description — includes sender, date, and email snippet
  4. Select a taskboard destination
  5. Select a status column
  6. Optionally adjust the title, description, or add a due date
  7. Click Create

The task is created on the selected taskboard with full context from the email.

Next steps