Product FAQ

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

An example of how Teams and Boards work in Sortd
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 ...
Wed, 22 Jun, 2022 at 2:08 PM
How do I start a new free trial?
Step 1.  Open the board switcher using the button on the top right of Sortd (full screen mode) Step 2. Click to "Add a new team" on the t...
Thu, 30 Sep, 2021 at 11:05 PM
Does Sortd offer a text expander, email snippets or an email canned response feature?
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'...
Fri, 5 Nov, 2021 at 11:59 AM
Changing the way Sortd automatically reopens Completed Tasks.
You can control whether a new email will reopen a completed task.  By default is a customer replies and a task is completed, Sortd will "Always" r...
Thu, 27 Jan, 2022 at 12:54 PM
How do I export information my boards data?
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...
Mon, 20 Jun, 2022 at 6:11 PM