How do I assign a conversation to myself or someone else?

Assigning a conversation to yourself or a colleague

  1. Click on the conversation you want to assign, then open the Actions menu in the top-right
  2. Hover over the Assign menu item
  3. Click on Me to assign the conversation to your self, or;
  4. Search for a colleague then click their name to assign it them
  5. A yellow chip with the assignee's name will then be added to the conversation in the inbox:
  6. If you assigned it to yourself, it will be added to your Mine folder at the top of the inboxes list

This can also be done without opening the conversation by clicking on the 3-dot icon on the conversation in the inbox:

Unassigning a conversation from yourself or a colleague

  1. Click on the conversation you want to unassign, then open the Actions menu in the top-right
  2. Hover over the Assign menu item
  3. Click on Unassign to unassign the conversation
  4. If the conversation was assigned to you, it will be removed from your Mine folder

This can also be done without opening the conversation by clicking on the 3-dot icon on the conversation in the inbox, then following the above steps 2 and 3.

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