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Spring 2024 Quick Start Guide
Spring 2024 Quick Start Guide
  • 🌸What's New in This Release
  • 🔹New
    • FlowGenie
    • Image to Process
    • A/B Testing
    • Screen Templates
    • Smart Inbox
    • Lucidchart Integration
  • 🔹Improved
    • Launchpad Enhancements
    • Decision Tables
    • Guided Templates
    • Process Testing
  • 🗃️Additional Resources
    • Spring 2024 Release Notes
    • Winter 2024 Quick Start
    • Fall 2023 Quick Start
    • Platform Quick Start
    • PM Classic Quick Start
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  1. New

Smart Inbox

Last updated 11 months ago

Keep your inbox organized and empty it faster with Smart Inbox. By creating customized rules, you can efficiently manage your workload and maintain a clutter-free inbox. The smart inbox offers the following new features:

  • Create rules to handle frequent scenarios effectively.

  • Autofill forms with commonly used data, simplifying repetitive tasks.

  • Prioritize important tasks by flagging them for immediate attention.

  • Save drafts of forms, enabling you to refine and send them at your convenience.

With these advanced features, managing your inbox becomes more intuitive and efficient, allowing you to focus on what matters most while maintaining organization and productivity.

Configuring Inbox Rules

Watch the following product tour to learn how to configure Inbox Rules.

Autofill Forms

Watch the following product tour to learn how to auto fill forms with commonly used data.

Set Task Priority and Save Drafts

Watch the following product tour to learn how to set priority for tasks and how your changes are saved automatically as drafts.

Learn More

Click for more information on Inbox Rules.

Click for more information on Quick Fill.

Click for more information on setting task priority and saving drafts.

: Find detailed product information.

: Enroll in free courses to learn how to use ProcessMaker Platform.

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