Product FAQ

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

How does the Snooze feature work?
Snooze lets you to postpone emails that aren't relevant now and have them re-appear in your Inbox later. From your Inbox, click on the Snooze i...
Wed, 30 Dec, 2015 at 4:48 PM
What happens when I Archive, Delete and Complete Items in Sortd?
Sortd is a hybrid task and email manager, and in some cases (most importantly when tasks and emails are linked), it is important to understand what happens...
Wed, 7 Mar, 2018 at 6:34 PM
What is Date View?
Date View lets you view your tasks ordered by date using the headings Today, Tomorrow, Soon and Later. Assigning a Date to any of your tasks will automatica...
Mon, 18 Dec, 2017 at 1:33 PM
What are Notes and how do I use them?
Sortd offers two kinds of Notes: 1. Notes that are attached to your email contacts 2. Notes on tasks Notes on Contacts Notes on Contacts a...
Thu, 8 Dec, 2016 at 10:20 AM
What are Shared Team Boards
Shared Boards are boards (a set of lists) that multiple people in a Team can view and edit. Shared boards have no predefined list names or any special funct...
Tue, 15 Jan, 2019 at 12:22 PM
How do I cancel my subscription(s)
To cancel a subscription,  1. Goto the Sortd settings dialog (cog at bottom left of Sortd in fullscreen) and click on Account. 2. Select the Team ...
Wed, 25 Jul, 2018 at 1:41 PM
How do I share a board with my team?
In Sortd full screen mode you will notice a dropdown that says Personal Board.  It's not possible to share your Personal Board (that's your privat...
Tue, 15 Jan, 2019 at 12:16 PM
How do I add a Due Date to a Task or Deal?
Click to open the item from your board.  You'll see a task preview that might look like this (if it's just a task or deal with no email attached t...
Mon, 18 Dec, 2017 at 2:43 PM
What do the colored flags / ribbons in my Inbox mean?
If you drag an email to one of your Sortd lists it will be removed from your Sortd Inbox and added to the list you dragged it to (i.e. moved from your Inbox...
Fri, 9 Mar, 2018 at 4:17 PM
How do the various Sortd pricing plans work?
Most of what you need to know about the Sortd price plans is on the Pricing page, but to better explain how the pricing model works... There are 2 premi...
Fri, 9 Mar, 2018 at 12:23 PM