Tip of the week #16 - Search and filter threads based on criteria
Zoho TeamInbox lets you search and filter threads with any information that you have about the thread. You just have to input the criteria and Zoho TeamInbox will list all the threads that match the condition. Firstly, there is a global search you canHow to Recall emails send from Teaminbox
How to Recall emails send from Teaminbox ?Tip of the week #36 - Manage your team's tasks from your shared inbox using the Asana extension
Asana is a task management application that lets you manage and organize your teams' projects and goals. The Asana extension in Zoho TeamInbox lets you perform the following activities. Convert your emails into tasks - On a particular thread, you canTip of the week #35 - Streamline your team's tasks using the Trello extension
Trello is a project management application that lets you create, organize and streamline your tasks. The Trello extension in Zoho TeamInbox lets you perform the following activities. You can create a card, mention the date, specify the board and the listTip of the week #34 - Manage candidates effectively from your shared inbox with the Zoho Recruit extension
Zoho Recruit is an efficient applicant tracking system that enhances your hiring process. The Zoho Recruit extension in Zoho TeamInbox lets you perform the following activities. Add new candidates - When you receive an email from a candidate, you canTip of the week #33 - Access your meeting tools directly from your inbox using the Zoho Meeting extension
Zoho Meeting is an online meeting and webinar platform that lets you conduct virtual meetings via audio and video conferences. The Zoho Meeting extension in Zoho TeamInbox lets you perform the following activities. Create and schedule new meetings - FromTip of the week #32 - Manage customer support activities within your inbox using the Zoho Desk extension
Zoho Desk is a customer service help desk software to manage customer support activities effectively. The Zoho Desk extension in Zoho TeamInbox lets you perform the following activities. View assigned and unassigned tickets - You can view all the openTip of the week #31 - Access Zoho CRM from your inbox
The Zoho CRM extension in Zoho TeamInbox allows you to manage customer relationship activities right from your inbox. Here are some of the activities that you can perform: Add contact or lead from an email - You can add the email address in the From orTip of the week #30 - Manage who can use their personal sender address for a specific inbox
Consider this example. John is the head of the finance team at Zylker. The Zylker finance team has four inboxes to manage their financial business processes - "Financial analysis", "Travel management", "Inventory management", and "Payroll". John feelsTip of the week #29 - Automate the processes in your inbox
There are certain settings in your inbox that you might want to turn on or off according to your preferences. Add new users to an inbox as and when they are added to a team - Let's say there's a marketing team in your startup, and you have created twoTip of the week #28 - View all incoming and outgoing team emails effortlessly
Let's say Kevin is the head of marketing at Zylker. He's part of three teams - Content Marketing, Digital Marketing, and Marketing Operations. Under those teams, he's part of various inboxes such as User education, Blogs, Landing pages, Videos, SEO, PaidTip of the week #27 - View all incoming and outgoing team emails effortlessly
Multiple Cc's and forwards is a common practice associated with group emails. Frustration and being unproductive is another common sight associated with people handling group emails. In group emails, unless you keep a person in loop or forward the threadTip of the week #26 - Delegate work items efficiently
Effective work delegation boosts the productivity of your business. Delegating work efficiently not only lightens the workload of your team members, but also helps in identifying and assigning the right person to handle the work. In Zoho TeamInbox, asTip of the week #25 - Stay informed on your team members' work
Transparency is crucial in any team, regardless of size and number. Only when the tasks and processes in a team are transparent will there be a productive work environment. There are certain features in Zoho TeamInbox that will help you and your teamTip of the week #24 - Help and receive help from your team members on tasks
Steve Jobs once quoted, "Great things are never done by one person. They're done by a team of people." Every business thrives because of the combined effort of the people working there. In a typical work environment, there are several instances whereTip of the week #23 - Connect to 5000+ web applications with Zapier integration
The integration of Zoho TeamInbox with Zapier allows for smooth data flow with other applications and lets you automate crucial processes. To move data seamlessly between applications, you can build new workflows by creating Zaps. In Zapier, a 'Zap' isTip of the week #22 - Organize your personal threads better
We live in a time where we are bombarded by emails day in, day out. This eventually piles up to a cluttered inbox with huge volumes of emails. Say you are the digital marketing manager of your company. Your team sends you reports on SEO performance,Tip of the week #21 - Stay connected with your applications right from your inbox
A fortnight back, we introduced eWidgets for Zoho TeamInbox. With this feature, you can now be connected with other applications right from your inbox and get more done with your shared inbox platform. Here are some of the eWidgets that we offer. ZohoTip of the week #20 - Bring your personal emails to Zoho TeamInbox
To bring all your personal emails from your email client to Zoho TeamInbox, use the 'Personal Inbox' feature. This way, you do not have to switch applications to access your personal emails. You can fetch your personal emails through email forwarding,Tip of the week #19 - Automate repetitive tasks
Zoho TeamInbox lets you automate certain important and repetitive processes so you can save time and labor. You can choose from a variety of triggers and conditions that are available. Some of the processes that you can automate upon meeting certain conditionsTip of the week #3 - Prioritize threads using the snooze option
Emails can be overwhelming when not prioritized properly. Put them in the order in which they should be dealt with using Zoho TeamInbox' snooze option. This will also let you achieve Inbox Zero without hassle. Here's how snoozing threads can help youTip of the week #18 - Gain insights on team and individual behavior
Analytics in Zoho TeamInbox lets you measure your team and inbox performance with insightful reports. Here's all the information you can view under analytics. Number of emails received and sent out from an inbox and team Number of threads archived inTip of the week #17 - Organize threads under tags
One of the multiple ways to keep your inbox clutter free is to categorize your threads under tags. Zoho TeamInbox's team tags let you create tags that your entire team can use and apply to threads. Why should you use team tags? Tags can act as foldersTip of the week #15 - Send email replies from any sender address
Let us start with a small scenario: the Zylker legal team has a shared inbox for legal@zylker.com. All the company queries and requests are sent to this address. Now the Zylker legal team wants to reply to these requests based on regions from their region-specificTip of the week #14 - Customize Zoho TeamInbox your way
Zoho TeamInbox lets you customize the interface the way you want it to be. From your settings, you can set the following preferences: Choose the font, theme color and language for your UI. While you can be a member of multiple organizations, set hereTip of the week #13 - Get instant peer reviews on email drafts
How many times have you wanted your colleague to have a quick glance at your draft before you send it out? Were there cases when you wanted your teammate to add a part to your email content? Sharing email drafts in Zoho TeamInbox comes handy in such cases.Tip of the week #12 - Train newcomers with minimum effort
When a new member joins the team, it is important they learn the processes of the team, but, explaining every small detail can be tedious and labor consuming. In Zoho TeamInbox' shared and transparent environment, they can educate themselves from theTip of the week #11 - Assign roles and permissions for team members
Zoho TeamInbox lets team and inbox admins to define what users can and cannot do in a team or an inbox. Every user can have different roles at the organization, team and inbox levels. Also, users can have different roles in different teams and inboxes.Tip of the week #10 - Automate repetitive tasks with rules
Save time and increase team efficiency by handling repetitive tasks with rules in Zoho TeamInbox. Here are a few cases where you can set up rules for your team: Automate thread delegation. Assign emails with a specific subject line or content to specificTip of the week #9 - Keep your team inbox clean
Clean inbox habit is essential for your team's productivity and time management. Here are a few quick and easy steps that you can follow to keep your inbox clutter-free. When you find an unread email in your team inbox, take one of the following actionsTip of the week #8 - Build a transparent workspace for your team
Transparency is important for a team's productivity, but, how easy are we making this transparency for our teams? Do you follow long, tedious, confusing processes to keep team members always updated about the team emails and tasks? Then shared inboxesTip of the week #7 - Secured and private shared inboxes
There were days when teams managed group emails by creating an inbox and sharing its credentials with the team. Imagine how much your security is at risk in this method. Also when a member leaves you should change the credentials to avoid external accessTip of the week #6 - Organize threads under different Zoho TeamInbox views
When you open your inbox at the start of your work day, you don't want it to be a mess. Zoho TeamInbox lets you keep your threads right where they should be. Use the following views to keep your inbox organized. The 'Assigned to me' view is where youTip of the week #5 - Creating and managing email templates for teams
Responding to emails should not be consuming a huge part of your productive time. Create email templates for common requests so your team does not have to write the response from scratch every time. You will also make quicker replies by this. The timeTip of the week #4 - Consistent email signatures for your team
Email signatures are as important in every email as the content. Set up signature templates for your team to have consistent signatures on every email that goes out from your team. Create templates and associate them with your inboxes. Your team canTip of the week #2 - Get instant aid from teammates without leaving your inbox
Collaboration with team is important for efficient working. Here's how Zoho TeamInbox helps you collaborate with your team members while you're still inside your inbox: Internal discussions and comments Before you send out a reply, you might wantTip of the week #1 - Six steps for Inbox Zero
Attaining Inbox Zero in time-critical shared inboxes is crucial for your team. Here are six simple things you can do with Zoho TeamInbox to achieve Inbox Zero with ease: Assign thread owners When every thread has an owner, the work items received in
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