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 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...
Tue, 4 Oct, 2022 at 12:42 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, if a customer replies and a task is completed, Sortd will "Always" ...
Tue, 4 Oct, 2022 at 12:42 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
How do I import Contacts into Sortd?
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...
Tue, 4 Oct, 2022 at 1:05 PM
Where did the blue action buttons at the top of my email go?
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...
Sun, 16 Oct, 2022 at 12:49 AM
Why aren't emails opening alongside my Inbox anymore?
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&#...
Mon, 17 Oct, 2022 at 4:17 PM