Start Here
Use Inbox to review approvals, messages, assignments, reminders, and workflow errors
Triage Inbox items, act from the reading pane, and keep the queue manageable. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Standard user, approver, manager, company admin.
- Access to the related project/record and any permission required for its action
- the notification must be Inbox-visible.
My Work → Inbox (#/inbox); optional ?type= filter in shared links
Use Inbox to review approvals, messages, assignments, reminders, and workflow errors
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Open the workspace
In JobBuddy, go to My Work → Inbox (#/inbox); optional ?type= filter in shared links.
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Confirm access and starting state
Access to the related project/record and any permission required for its action; the notification must be Inbox-visible.
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Complete the main setup
Review All, Estimate decisions, Approval requests, Approval decisions, Messages, Comments, Form submissions, Assignments, Reminders, and Workflow errors mark read versus archive select/archive visible rows
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Review the important choices
reading-pane actions replying to messages opening the source record
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Check status and follow-up
and why an item may remain informational after the work is resolved elsewhere.
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Verify the result
Triage Inbox items, act from the reading pane, and keep the queue manageable.
Expected result: Triage Inbox items, act from the reading pane, and keep the queue manageable.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Access to the related project/record and any permission required for its action; the notification must be Inbox-visible.
The result is incomplete or unexpected.
Inbox groups several event types but actions differ by source record; reading, archiving, and resolving the underlying work are different; filters and deep links can change the visible queue.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Triage Inbox items, act from the reading pane, and keep the queue manageable.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.