Product FAQ

Frequently Asked Question on how to use Sortd and/or use certain features

Custom Properties - Learn more
QUICK START 1. Click to add a property  |  2. Give it a title and type, and you're done! INTRODUCTION Custom Properties allow you to customi...
Tue, 2 Jul, 2024 at 1:08 PM
How much does Sortd cost?
Please see How do the Various Pricing Plans work?
Mon, 29 Jan, 2018 at 1:42 PM
How do I Add a List?
You can add a list by either clicking on the little down arrow next to an existing list and selecting "Add a list" which will create a new list to...
Mon, 14 Sep, 2015 at 11:41 AM
How do I add or remove users from my Sortd Team or Board
There are multiple ways to add users to your Team. The simplest is to invite a new user to the Board you are currently on. This can be done by clicking the ...
Tue, 4 Oct, 2022 at 12:22 PM
How do I set up a Custom Property?
QUICK START Make sure you are on a Team board (* custom fields don't work on the Personal board), open any task or email, then follow these steps......
Tue, 4 Oct, 2022 at 12:24 PM
Table View - Learn More
Introduction Table View builds on the recent launch of Custom Properties and allows you to view your Team Board's Cards in a tabular manner. This al...
Tue, 4 Oct, 2022 at 12:24 PM
How do I Delete a List?
To delete a list, you can click on the little arrow to the right of the List name and select "Delete this List". You can only delete a list that i...
Mon, 14 Sep, 2015 at 11:41 AM
What Happens to my email when I Delete a Task?
When you delete a Task Sortd will Archive your email and delete the task. You can still find all your email in the "All Mail" label/folder. Note...
Tue, 7 Jul, 2015 at 6:53 PM
Understanding Sortd Settings
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 o...
Thu, 17 Sep, 2020 at 4:32 PM
How can I show/hide Completed Items? How do I show Won/Lost times on a Sales board)?
If you click on the FILTER button at the top of the board there are several options ... On ordinary boards, you can filter to show or hide Completed an...
Mon, 1 Jul, 2024 at 8:53 AM