> ## Documentation Index
> Fetch the complete documentation index at: https://forest-chore-open-api.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Inbox

> Automatically distribute tasks across your team with Inboxes.

The **Inbox** feature automatically assigns tasks to team members based on workload and dispatch rules, improving efficiency and ensuring no record falls through the cracks.

An inbox is either tied to:

* A **Segment**, for example the `Waiting for Validation` segment of a `Documents` collection. Every record in that segment becomes a task for operators to process.
* A **Workflow**, as an escalation mechanism for a user to pick up a process where a previous user left off.

## Creating an inbox

To create an inbox, navigate to the **Collaboration** tab and enable **Layout Editor** mode. In the left navbar, find the **Inboxes** section and click **Add New**.

<img src="https://mintcdn.com/forest-chore-open-api/DwOJ-XBdKEod-4Pc/images/inbox-create.png?fit=max&auto=format&n=DwOJ-XBdKEod-4Pc&q=85&s=6f233c5fa3e88211100b3117a192f90b" alt="Inboxes section in the left navbar" width="975" height="599" data-path="images/inbox-create.png" />

An inbox is always based on a segment of a collection. In this example, the inbox is based on the `Documents` collection and the `Waiting for Validation` segment, all documents that have not been verified yet.

<img src="https://mintcdn.com/forest-chore-open-api/DwOJ-XBdKEod-4Pc/images/inbox-config-1.png?fit=max&auto=format&n=DwOJ-XBdKEod-4Pc&q=85&s=39bd7e35baaec1242064410d083a1ac7" alt="Selecting a collection for the inbox" width="975" height="599" data-path="images/inbox-config-1.png" />

<img src="https://mintcdn.com/forest-chore-open-api/DwOJ-XBdKEod-4Pc/images/inbox-config-2.png?fit=max&auto=format&n=DwOJ-XBdKEod-4Pc&q=85&s=e0bea270112a8123b70a658a478328aa" alt="Selecting a segment for the inbox" width="975" height="599" data-path="images/inbox-config-2.png" />

<div style={{position: "relative", paddingBottom: "calc(54.6875% + 47px)", height: 0}}>
  <iframe id="gkyvev6f4k" src="https://app.guideflow.com/embed/er5d2jvhlk" width="100%" height="100%" style={{overflow: "hidden", position: "absolute", border: "none"}} allow="clipboard-read; clipboard-write" allowFullScreen allowTransparency />
</div>

## Processing tasks

Once an inbox is created, operators can access it from the main tab, or any Workspace on which the inbox has been configured as a source.

Click **Start processing** to be automatically assigned to the next task and redirected to the record.

<img src="https://mintcdn.com/forest-chore-open-api/DwOJ-XBdKEod-4Pc/images/inbox-processing.png?fit=max&auto=format&n=DwOJ-XBdKEod-4Pc&q=85&s=194093e839136d5c3ffc866e633f8bc6" alt="Record view while processing an inbox task" width="1286" height="788" data-path="images/inbox-processing.png" />

A bar appears at the top indicating you are processing a task. Click **Next ticket** to be automatically assigned a new task.

<img src="https://mintcdn.com/forest-chore-open-api/DwOJ-XBdKEod-4Pc/images/inbox-next-ticket.png?fit=max&auto=format&n=DwOJ-XBdKEod-4Pc&q=85&s=f3782b7b2b94f81b1b9e8087d5aea118" alt="Next ticket bar at the top of the screen" width="1286" height="788" data-path="images/inbox-next-ticket.png" />

### To do

The **To do** section shows the number of unassigned records, and provides the **Start Processing** button to be automatically assigned to the next task and redirected to the record.

After completing the work on that record (e.g. triggering a `Validate Document` action), click **Next ticket** in the top bar to be assigned a new task automatically.

### Doing

The **Doing** section shows tasks currently assigned to you. Navigate back to an in-progress record from here.

### Backlog

The **Backlog** is visible to operators with a **Manager, Editor, Developer, or Administrator** permission level. It provides an overview of all records in the inbox:

* Which tasks are unassigned, in progress, or completed.
* Which operator is assigned to each task.
* For in-progress tasks: when the task was started.
* For completed tasks: the total handling time (including approval time if applicable).

## Manual task assignment

Managers can manually assign a specific record to an operator from:

* The **Backlog** section of the inbox.
* The **record detail view**, using the native **"Assign to..."** action, which also lets you assign records to operators outside your current team.

Manual assignments bypass the sorting rules and become the next task for that operator.

## Inbox settings

Access inbox settings from **Layout Editor mode** → the menu next to the inbox name. From there:

* **Rename** the inbox or update its icon.
* Edit its **dispatch rules**.
* **Prevent operators from un-assigning themselves** from tasks.

<Info>
  By default, operators can un-assign themselves from a task, and assign someone else in their place.
</Info>

* **Automatically un-assign tasks** after a configurable idle time, making them available to other operators.
* **Set a maximum number of concurrent tasks per operator**, when reached, clicking "Next ticket" redirects the operator to one of their in-progress tasks instead of assigning a new one.

<Info>
  Maximum concurrent tasks and automatic unassignment are disabled by default.
</Info>
