Missive offers an intuitive assignment flow. Out of the box, any conversation can be assigned to individuals or teams (Sales, Support, etc.).
You can either configure all messages received in an account to be consumed from a team inbox where they will be triaged by a team or assign an email directly from your personal inbox to a colleague for quick and easy delegation.
When a conversation gets assigned to you, it appears at the top of your Inbox.
How to triage a shared inbox
When dealing with a lot of requests, it can be counter-productive for everyone to see all messages all the time. You may want to add a triage step where some teammate(s) dispatch messages to the relevant people. In Missive, you can do this with a team inbox, learn more in this guide.
Let’s say we enable a Team Inbox for the account firstname.lastname@example.org and select the 🎯 Sales team. All team members can now see incoming messages in the 🎯 Sales team inbox from the left sidebar.
How can you find conversations assigned to a teammate?
You can apply the Assigned to filter from any mailbox, or directly from the Assigned to others mailbox:
For conversations that are used as projects, granular assignment of tasks can also be used. You will get the same consistent experience whether an individual task or a whole conversation is assigned to you: the conversation will appear in Assigned to me as well as your Inbox.
You can easily assign, reopen and close conversations using the keyboard, just press Command+shift+K to open the assignment pop-up, then navigate and select actions using arrows and the Return key.
Alternatively, you can quickly assign yourself with the Command+D shortcut.