There are various Settings in Sortd that allow you to configure Sortd to work they way you want. The Settings Icon (cog) can be found near the bottom left of Sortd (in Fullscreen Mode).

 

General Tab

SettingMeaning
Conversation View

Sets whether emails of the same topic/thread/conversation are grouped together or whether only the most recent email on the topic is displayed. 

Please see important information about this setting here: Does Sortd work with Conversation View turned Off?

Show email details in lists

Sets whether email details will be shown in the task list. 

(Turning this setting off will rollup the associated email threads into the task, it will also improve the speed/performance of Sortd)

Load Sortd in fullscreen or Gmail modeLoad Sortd in fullscreen mode or in minimised mode (i.e. Load normal Gmail Interface)
Time FormatDisplay time in 12hr format (7:30pm) or 24hr format (19:30)
Auto Progress Mail PreviewActions such as Archive etc, which would ordinarily cause the Preview window to close and return to the Organiser view will instead cause the next email in
the Inbox to be displayed when this setting is enabled. Note that enabling this setting may cause problems for those who like to keep their email 'Unread',
as the Gmail preview marks email as Read after a few seconds.
Action bar above email content
The action bar allows you to set reminders, next steps & add item to boards. It appears above the email content.
My Day plan link in Gmail menu The day plan links allow you to quickly switch to My Day plan from within native Gmail.
Email tracking
Enable this to track when other people open your emails.
Disable email tracking for EU recipients
Enable this feature for EU / GDPR compliance.


Notifications Tab

SettingMeaning
Email tracking desktop notifications

Enable this to receive a desktop notification when someone reads a tracked email.

Task assignment email notifications
Enable this to receive an email notification when someone assigns a task to you.
Comment mentions email notifications
Enable this to receive an email notification when someone mentions you in a comment.
Overdue tasks email notifications
Enable this to receive a dynamic email allowing you to action tasks that are overdue.

Profile Tab

This shows your name and email address for the logged in Profile


Account Tab

This shows the subscriptions you currently have enabled and allows you to link through to the associated Team and change your subscription as well as the members of the Team and any linked boards


Shortcuts Tab

SettingMeaning
Enabled keyboard shortcuts

Enable Gmail Shortcuts within Sortd

(Only certain Gmail shortcuts are supported in Sortd, please see the list provided for the shortcuts that are supported)


Advanced Tab

WARNING: Some of these settings will influence the way your Gmail Inbox looks and behaves

SettingMeaning
Archive Email in Gmail when Creating a Task
(Synchronize Sortd and Gmail Inbox)

When creating a task from an email the email will be archived from the Gmail Inbox (in the same way the email is removed from the Sortd Inbox, it will be archived in Gmail and the "- Sortd ✔" label will be applied.

Don't Show Email on Tasks in the Inbox
(This will also archive the email if setting above is turned On)
When a new email is received on a thread that has been tasked, it will not show in the inbox. If above setting is On it will also be archived in Gmail.