SHARED INBOX & EMAIL FOR TRELLO
All the power of a shared inbox, in Trello
Your best work happens in Trello, so why not use it as a shared inbox?
What is a shared inbox ?
A shared inbox is a mailbox that multiple people can use to read and send email. It’s a straightforward way to give your team the visibility they need to collaborate and deliver great service to your customers.
And, if you combine a shared inbox with the power of Kanban and Trello, you can unlock workflow and automation that gives your team superpowers.
A shared inbox in Trello
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Foster team collaboration
A shared inbox in Trello centralizes your emails, making it easy for your team to collaborate. Each email becomes a Trello card that can be assigned, discussed, and tracked
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Improve efficiency with Kanban
Trello's Kanban-style boards bring a visual approach to managing your shared inbox. Organize and prioritize tasks, and ensure customer requests are addressed promptly.
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Automate email workflows
Set up rules to forward emails, assign tasks, and add labels or due dates automatically. Save time, reduce manual effort, and ensure your team stay focused on high-value tasks.
FAQ
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A shared inbox can help your business by improving communication and collaboration among your team members. Everyone can see incoming emails, assign tasks, and respond without duplicating efforts. This helps ensure that no emails are missed and that responses are timely. It also helps in tracking the progress of different queries or issues.
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To set up a shared inbox in Trello:
Create a new Trello board for your shared inbox.
Add lists to the board to represent different stages of email handling (e.g., Inbox, In Progress, Awaiting Reply, Completed).
Use the Email for Trello power-up to integrate your email with Trello. This allows you to forward emails directly to your Trello board.
Invite your team members to the board so everyone can access and manage the emails.
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In Trello, emails are organized using cards. Each email forwarded to Trello becomes a card on your board. You can move these cards between lists to represent their status (e.g., Inbox, In Progress, Awaiting Reply, Completed). You can also add labels, due dates, and comments to each card to keep everything organized.
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Yes, you can track who is handling which emails. Trello allows you to assign team members to specific cards (emails). This way, everyone knows who is responsible for which task. You can also add comments to cards, which helps keep a record of communication and actions taken.
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To ensure important emails are not missed:
Use labels to mark urgent or high-priority emails.
Set due dates and reminders on important email cards.
Regularly review the "Inbox" and "In Progress" lists to ensure timely responses.
Use Trello's notification system to alert team members about new or critical emails.
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A shared inbox in Trello improves team collaboration by providing a central place where all team members can see and manage emails. This transparency helps everyone stay on the same page and reduces the risk of duplicated efforts. Team members can discuss emails directly on the cards, assign tasks, and track progress together.
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If you use Email for Trello, your shared inbox in Trello can be accessed from your mobile device. Trello has a mobile app available for both iOS and Android. You can manage your Trello boards, view and move cards, add comments, and assign tasks directly from your mobile device, making it easy to stay connected and manage your shared inbox on the go.
Implement a shared inbox for any business function
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Help Desk & Support
Create an email support desk to manage requests from customers or employees.
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Sales & CRM
Keep your pipeline organized in Trello. Email your leads directly from each card.
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HR & Recruitment
Organize incoming CVs, discuss candidates, and reply from within Trello.
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Project Management
Quickly spot bottlenecks and keep stakeholders up to date with a project management workflow.
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Bookings & Reservations
Manage your incoming bookings, communicate with guests, and collaborate with your team.
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eCommerce Workflow
Receive new orders via email & track workflows in Trello. Use Butler for automation.
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Invoice Management
Process invoices in one central dashboard – right from receipt to payment and filing.
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Rental Property Management
Manage listings and communicate with landlords, tenants and suppliers.
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