CORINTHIAN.

Inbox Tasks

Track explicit internal work items tied back to inbox threads.

Use Inbox → Tasks when work should be tracked as a discrete task instead of only living in a thread note or reply.

Inbox tasks showing thread-linked internal work and task state filters. Inbox metadata sidebar showing status, assignee, labels, invoice details, and thread context. Inbox thread detail showing the parent thread context tasks stay attached to during execution.

Typical Workflow

  1. Open Inbox → Tasks.
  2. Switch between My tasks, All tasks, and Done.
  3. Open the task item that needs action.
  4. Complete the work and confirm the task state reflects the result.

This board makes internal follow-through visible and auditable separately from message traffic.

What This Board Is For

  • explicit internal action tracking
  • separating open work from completed work
  • reviewing task ownership without scanning every thread

State and permission behavior

  • tasks remain tied to inbox context even though they are viewed on their own board
  • Done is a separate view inside the task board, not just a hidden filter

Troubleshooting

I added a note, but it did not appear as a task

Notes and tasks are different records. A note preserves context, while a task creates explicit work state.

I can see the task, but not the surrounding billing context

Open the linked thread when the task alone is not enough to make the decision.

Inbox My Threads

Work the queue already assigned to you without scanning the broader inbox first.

Invoice Builder

Create draft invoices, configure recurring schedules, and verify client-facing invoice content in one place.

On this page

Typical WorkflowWhat This Board Is ForState and permission behaviorTroubleshootingI added a note, but it did not appear as a taskI can see the task, but not the surrounding billing contextRelated pages

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