Skip to content
Start with the essentials

LESSON 3 OF 7

Turn an inbox capture into work

Turn an unshaped capture into assigned work.

Overview

Inbox is where issues wait while you decide what they should become. An issue appears here when its workflow status belongs to the triage category.

Triage turns a rough capture into a clear next step. For example, “Check studio access” becomes a task to confirm who can let the crew in and at what time.

Before you start

Choose an issue in your team’s triage status. Your team needs a triage status for its Inbox queue to contain work.

1Open a captured issue

Open Inbox and select an issue. Use the team selector to review one team’s queue or review all teams together.

2Clarify the outcome

Give the issue a specific title and describe what needs to be known or done. Include context that helps the next person act.

3Assign responsibility

Choose an assignee and link the issue to the relevant project. Check that the task belongs with that delivery work.

4Choose the next status

Move the issue to the team’s planned or active status when its next step is clear. It leaves Inbox but remains in Issues and its project. Keep it in triage if it still needs review.

Put it into practice

The capture has an owner, a place in the plan, and a status that reflects what should happen next.

Open your workspace