Triage FAQ

Common questions about triaging and assigning conversations in Missive.

chevron-rightCan I assign someone to a conversation when I tag them in the chat?hashtag

You can create an organization rule to automatically assign a conversation to someone when you tag them in the chat.

To do so, create a rule that triggers on new comments like this one:

Assign someone to a conversation when tagged in the comment
chevron-rightCan I auto-assign emails to the sender?hashtag

You can create an Outgoing message rule to automatically assign the sender to a conversation if it hasn't already been assigned to someone.

To do so, create a rule that triggers on outgoing emails like this one:

Outgoing email rule to auto-assign sender

You probably want to add the Close action too so the conversation is not added back to the sender Inbox.

chevron-rightCan conversations be removed from my Inbox when closed by a colleague?hashtag

When a user closes, it always removes the conversation from their Inbox. But it does not remove the conversation from the Inbox of other users, at least by default.

There is a personal setting that each user can optionally set so that when a coworker closes a conversation that’s in their Inbox, it is removed from there:

chevron-rightWhat will the assigned filter show?hashtag

When applying the filter Assigned to (Person A) on a search or a mailbox, the results will include both conversations assigned to Person A as well as conversations includind tasks assigned to Person A.

chevron-rightHow can I stop receiving email notifications when I'm assigned or mentioned?hashtag

You can stop receiving email notifications when you are assigned or mentioned in a conversation.

Go to Settings > Preferences, search for Notifications, and set it to Never:

Stop receiving email notifications when I'm assigned or mentioned

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