Inbox settings in Team
Reading time: 6 minutes
Last updated
Reading time: 6 minutes
Last updated
The [Inbox] section in the [Team settings] module helps you configure various aspects of Ticket generation in your Team’s Inbox. You can enable and configure several tools for feedback capture and create custom statuses for your Tickets. You can also turn on automation features to make your Timebook experience smoother.
There are several tabs in the [Inbox] section, each dedicated to a different aspect of Ticket and Inbox management at the Team level. See the sections below for specific information on settings available in particular tabs.
Only the Team Owner and Admins can access the options in the [Inbox] section.
This tab helps you manage your Tickets’ [Status] field. You can create custom statuses for specific stages of Ticket progression.
Unlike predefined statuses, such as “To do,” “In progress,” and “Done,” custom statuses are user-defined, and you can align them more closely with your project’s unique workflow.
This is how you can manage Ticket statuses in this tab:
Click anywhere on the status tile to change its name.
You can have multiple statuses for each progress stage, for example, two different “To do” statuses, four “In progress” statuses, and two “Done” statuses. But you must have at least one status in each of these stages.
You can create as many as eight “In progress” statuses. They should represent different stages in your workflow, like “Design,” “Review,” or “Testing.” You can also rename any of them.
Optionally, you can use the “Draft” and “Canceled” stages and have multiple statuses there, too.
You can drag and drop statuses within one stage to change their order. You can also use the [Trash bin] icon on the right side of a status tile to remove it from the list.
Use this tab to enable automated processes in your Team. This feature reduces manual effort and allows you to focus more on the actual work.
The [Automation] tab helps you manage the integration between your Inbox Tickets and Git code repositories. In short, the statuses of Tickets in Timebook can change automatically after certain events in Git. And this tab is where you can define these relationships.
To use the Git automation features, the integration between Git and Timebook must first be configured for your Workplace.
For more information, see Workplace integrations
To turn on Ticket automation in your Team:
In the Navigator, select a Team and click the [Team settings] icon next to it.
Select the [Inbox] section and then the [Automation] tab.
Click [Turn on automation]. You can now configure the automation of Tickets in this Team.
Once you enable automation, you can define how Inbox Tickets should react to changes in Git. Use the dropdowns to select different statuses for different scenarios. For example, you can decide that a Ticket should change its status to “Done” whenever a related Git pull request is merged.
You can use the Inbox feature to capture feedback from emails. We will then "translate" every email sent to a dedicated address into a Timebook Work Item. In short, you can set up a mailbox and automatically turn all incoming messages into actionable Work Items.
With email-driven Timebook Inbox, you can collect feedback and turn communication into work with minimal effort.
To turn on the email feature in your Inbox:
In the Navigator, select a Team and click the [Team settings] icon next to it.
Select the [Inbox] section and then the [Email] tab.
Enable the [Create and customize an email address for this Inbox] toggle.
Configure your Inbox address at the bottom of the screen. The address is pre-configured with the Timebook domain, but you can modify the first part.
Click [Save] to confirm.
You can share the newly created email address with others. Each incoming message will automatically generate a new Ticket in your Team’s [Inbox] module, containing the key message details.
For more information, see Ticket
You can build an online form for your Team’s Inbox to let users send you feedback directly. We will then transform every response submitted via the form into a Timebook Ticket. In short, you can set up an online form with a dedicated address and automatically turn all responses into actionable objects.
With form-driven Timebook Inbox, you can collect feedback and turn communication into work with minimal effort.
To turn on the form feature in your Inbox:
In the Navigator, select a Team and click the [Team settings] icon next to it.
Select the [Inbox] section and then the [Form] tab.
Enable the [Enable forms to convert feedback into Inbox Tickets] toggle.
You can now edit the preview of your form. You can change section headings, replace default hints, or hide sections. Customize text and messages to guide responders and ensure they provide the necessary information.
In the dedicated space below, create a custom address for your form. You can modify the last part of the address, while the first part relates to your Timebook Workplace.
Click [Save] to confirm. Others can now find your form using the address you created.
When editing a form, you can generate code to embed the form on other websites.
Enable the [Generate embed code for this Inbox] toggle, copy the generated code, and paste it on different sites to display your form.
You can enable Slack integration to capture feedback from a dedicated Slack channel. We will then convert each message posted in this channel into a Ticket and send it directly to your Team's Inbox. Additionally, replies to these Slack messages will be displayed as comments to their corresponding Tickets.
With Slack-powered Timebook Inbox, you can collect feedback and turn communication into work with minimal effort.
This will only work if your entire Timebook Workplace is integrated with Slack. For more information, see Workplace integrations
To turn on the Slack feature in your Inbox:
In the Navigator, select a Team and click the [Team settings] icon next to it.
Select the [Inbox] section and then the [Slack] tab.
Enable the [Enable Slack integration for this Inbox] toggle.
Click the [Choose a Slack channel] button and use the dropdown menu to select the channel that will be used to feed your Inbox.
Click [Connect] to confirm your selection. We will create an Inbox Ticket for each message sent to the selected Slack channel.
Each incoming message to the connected Slack channel will automatically generate a new Ticket in your Team’s [Inbox] module, containing the key message details.
For more information, see Ticket
