Group managers organize related tasks into buckets.
Every group has an inbox bucket to collect new assignments. From there, tasks are sorted into the most appropriate bucket by workers and automations.
Here’s what your first few buckets might look like:
- Billing:
- Inbox
- Invoices
- Purchase orders
- Receipts
- Development:
- Inbox
- Feature requests
- Bug reports
- Troubleshooting
- Sales:
- Inbox
- Leads
- Prospects
- Opportunities
- Support:
- Inbox
- Inquiries
- Documentation
- Training