Product FAQ

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

How does the mobile Add-on work?
The mobile Add-on enables you to add tasks and emails to your existing boards/lists right from within the Gmail mobile app. This Add-on is the compa...
Tue, 4 Oct, 2022 at 12:39 PM
Shared Email - More info?
BETA FEATURE IN TESTING- What is shared email? Shared Email is a powerful Sortd feature that allows you and your team to naturally manage: Em...
Fri, 1 Mar, 2019 at 11:23 AM
How to set up Sortd on a shared Team mailbox?
A Step by Step guide If you and your team log into a shared mailbox (info@..., sales@..., support@... ) to manage incoming requests, you'll know tha...
Tue, 4 Oct, 2022 at 12:40 PM
How do I add/drag multiple emails to a list?
It's currently only possible to add multiple emails to a Sortd board from the standard Gmail interface. Here's how it works... Select the emails y...
Wed, 11 Mar, 2020 at 7:21 PM
How do I change the currency of a Sales Board and on Sales Reports?
Sortd provides multi-currency functionality on a board level.  Changing the currency will update the currency on the deal screen, on the cards and in the Sa...
Tue, 4 Oct, 2022 at 12:40 PM
Setting up a Shared Gmail Inbox or Team mailbox to assign emails with Sortd
If your team logs into a shared mailbox (like sales@company.com, support@company.com, finance@company.com ...) to share the workload of incoming emails li...
Tue, 4 Oct, 2022 at 12:40 PM
Connect Sortd with 2,000+ apps using Zapier
Premium feature for paid users & those users trialing Sortd Here are some of the apps that you can connect with Sortd Zapier simplifies the int...
Tue, 4 Oct, 2022 at 12:41 PM
How do I set up an email or task automation in Sortd?
Premium feature for paid users & those users trialing Sortd Sortd's automations provide simple and powerful features to customize your per...
Tue, 4 Oct, 2022 at 12:41 PM
Using Automations to Collaborate on a Google Group
Premium feature for paid users & those users trialing Sortd If you have a Google Distribution List (using Google Group's) where you manage ...
Thu, 15 Dec, 2022 at 1:18 PM
Where can I find items that have been archived?
Archived items can be found by using search in the Archive view from where they can be viewed and unarchived if necessary. Click the More menu option in t...
Tue, 5 Nov, 2024 at 5:18 PM