Inbox Overview

What Is It?

The Inbox is located in the left-hand navigation bar and serves as an in-app hub where Platform Users can view their tasks, comments and notes, and submission activity. It centralizes all relevant activity in one place to help users stay on top of their work.
 

How Does It Work?

When Platform Users navigate to the Inbox page, they will see content organized into three sections: Tasks, Comments and Notes, and Submission Activity. Each section is designed to surface relevant updates and actions specific to the user.

Tasks

By default, the Tasks tab displays a list of incomplete tasks assigned directly to the Platform User or to a group they belong to.
Available filters include:

• Assignee (individual or group)
• Task status (incomplete vs. complete)
• Task action (e.g., Inspection, Document Issuance, General Task, or Approval)

Comments and Notes

This section is divided into two tabs: Unread and Read. It includes all comments and internal notes the Platform User is set up to receive—for example, notes added to submissions they’re subscribed to.

Each comment or note includes:

• The user who left it
• The step where it was added

To view the related submission, the Platform User must click on the comment.
Available filters include:

• Sender (Applicants / Platform Users / All)
• Type (Comments, Internal Notes - Steps, Internal Notes - Submissions)
• Date the comment or note was left

Search options include:

• Name of the user who left the comment or note
• Step name
• Message content (keyword search)

Submission Activity

This section shows an activity log for submissions the Platform User is either:

• Subscribed to, or
• Receiving Submission Type notifications for

Types of events include:

• Subscription Notifications: Status updates and newly uploaded documents
• Submission Type Notifications: Submission created (new Guide or Application), submission submitted, or resubmitted

Available filters include:

• Who made the update (Applicants / Platform Users / All)
• Type
• Date

Important Things to Note

Platform Users can save their task filter preferences using the Saved Views feature (located beside the "Inbox" label in the left-hand panel).
To do this:

1. Apply filters as desired
2. Click Saved Views
3. Choose either:
   • Set a Default View – Makes the current view the user’s default
   • Create a New View – Saves the view for future selection