Product FAQ

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

Board Settings: Automatically Reopen Cards Upon Receiving Replies for Completed Tasks
This article describes how to enable the automatic reopening of cards on your Sortd board when replies are received after the cards have been closed. This f...
Mon, 1 Jul, 2024 at 9:07 AM
Mail Merge - Send personalized emails to multiple recipients
Sortd supports the Mail merge feature within Gmail's native experience. This guide will provide you with detailed instructions on how to use Mail Merge ...
Mon, 1 Jul, 2024 at 2:46 PM
How to use shared Email Templates (or email snippets)
Introduction Streamline your email communication with Sortd’s customizable email templates and snippets. Save time and maintain consistency in your emai...
Mon, 15 Jul, 2024 at 4:50 PM
How to set up an SLA for managing response and resolution times
Overview Sortd is excited to announce the introduction of Response and Resolution Time Service Level Agreements (SLAs) as a new feature available on the B...
Mon, 15 Jul, 2024 at 3:07 PM
How do dates work in Sortd? Sortd Date Concepts: (Deadlines, My Day Plan, and Reminders)
Sortd offers three distinct date concepts designed to streamline your workflow.  This article explains each concept to help you use Sortd more effectiv...
Wed, 3 Jul, 2024 at 2:25 PM
Board setting - How do I delete a board?
Here's how you can delete an existing board: Access "Board Settings": Click on the board selector board on the top right of the Sortd int...
Tue, 9 Jul, 2024 at 2:26 PM
Does Sortd offer a notifications center?
At Sortd, our product team has thoughtfully designed the system to ensure that no important emails, notifications, reminders, or mentions are missed. ...
Tue, 9 Jul, 2024 at 2:37 PM
Why can’t I use or see the Email Templates I created in Gmail?
If you’re unable to use or see the email templates you created in Sortd for Gmail, there are a couple of common reasons why this might be happening. Let’s w...
Mon, 15 Jul, 2024 at 4:52 PM