Folders

What are Folders in the Unified Inbox?

Folders in the unified inbox are organizational tools that help you manage your outbound email conversations more efficiently. By sorting messages into folders, you can reduce clutter, prioritize important emails, and keep track of conversations related to specific campaigns or accounts. This feature is especially useful for teams handling high volumes of emails across multiple mailboxes.

Default Folders Overview

When you first access the unified inbox, you will find several default folders already set up for you. These folders provide immediate organization without any setup required and work across all your connected mailboxes.

1. Inbox: Where all new and unread messages appear.
2. Archive: For messages you want to keep but remove from the main inbox view.
3. Starred: For important conversations you want to flag for quick access later.

How to Use Default Folders

You can quickly move emails to these folders to keep your inbox tidy and prioritize your workflow.

1. Navigate to the Inbox tab in the sidebar.
2. Hover over an email to reveal the toolbar.
3. Click the Archive or Star icon to move the message to the respective folder.
4. Alternatively, use the command palette by pressing Shift + M to move the email to any folder.

Creating and Managing Custom Folders

To tailor your inbox organization to your team’s unique workflow, you can create custom folders. These folders can be based on campaigns, accounts, priorities, or any other criteria that fit your process. Custom folders enable your team to divide ownership of conversations and manage large volumes of messages more effectively.

Steps to Create a Custom Folder

1. Navigate to the Inbox tab in the sidebar.
2. Click the + New Folder button located in the left panel.
3. Enter a descriptive name for your folder, such as Campaign XYZ or High Priority.
4. Click Create to add the folder to your list.

Best Practices for Custom Folders

• Use clear, descriptive names for easy identification.
• Align folder names with your team’s workflow or campaign structure.
• Limit the number of folders to avoid over-complication.

Organizing Conversations with Folders

Folders help reduce noise in busy inboxes and improve your team’s response time. By sorting messages into relevant folders, you can quickly focus on high-priority conversations and delegate ownership across shared mailboxes.

Moving Conversations Between Folders

You have multiple ways to move messages into folders, making organization quick and seamless.

1. Hover over the email item to reveal the toolbar.
2. Click Star to mark important emails or Archive to remove them from the inbox.
3. Use the command palette shortcut Shift + M to open the folder selection menu.
4. Select the desired folder from the list to move the conversation.