Help Desk

Sortd groups users into Teams and a team is treated like an organization or company.  Teams can have one or more boards, with all or some of the members of ...

Step 1.  Open Setting using the Sortd menu on the left Step 3. Specify the name of your team and select a plan Step 4. To finish up, cl...

Sortd does not have a text expansion tool built in but it works with a wide variety of specialist text expansion tools on the market. While we can't...

You can control whether a new email will reopen a completed task.  By default, if a customer replies and a task is completed, Sortd will "Always" ...

Sortd provides a way to export data from each of your boards.  Follow the simple steps below. Step 1. Open the Sortd Menu Step 2. Hover over t...

Step 1. Open up the Contact section from the Sortd menu on the left-hand side.   Step 2. Click "Import contacts" on the top right. St...

The buttons at the top of the email preview have been removed in Sortd 2.0, and rather added to the Gmail toolbar. We are aware that there is no op...

With the release of Sortd 2.0 we unfortunately had to change the way emails open. It was not a design preference, it was done for practical reasons.  That&#...

If you have a lot of items on your boards, Sortd can start to get sluggish.  You should try to make a habit of marking cards complete when you are done with...

Introduction: In Sortd, moving cards between different boards allows you to efficiently manage your workflow across various projects and teams. This articl...