Get to Know your BigTime Inbox
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As you get to know BigTime, you’ll find yourself accessing and using your inbox often. So this article aims to get you familiar with it.
Your BigTime inbox is a way to manage your work: the emails to send, calls to make, meetings to attend, and any miscellaneous notes to remind yourself or staffers about. Think of your BigTime inbox as an internal communication portal to streamline your personal workflow.
It contains notices, which are system-generated reminders, such as timesheets that need to be reviewed and project assignments. It also contains activities, which are todos, like emails to send or meetings to attend. Create a todo for yourself or for your staffers.
Access your BigTime Inbox by clicking on the inbox icon on your navigation bar.
Your window will look like this:
Now let’s walk through some of your inbox options.
Customize your Inbox
Click on the filter icon, located near the top-right corner of your window.
Here, you can customize your inbox based on your selection. The left-side of your window will populate with details from your selection.
Compose an Activity
Create an activity for yourself or a staffer by clicking on the red Compose button, near the top-left corner of your window.
Fill in the fields on the right-side of the window, and click Save to save your work and create the activity.
Receive a Notification
Notifications are system-generated reminders that show up in inboxes for staffers and managers. A staffer who has a rejected timesheet will receive a message in their inbox. Likewise, a manager who has approvals pending will get a message.
Most system notices have a link embedded inside, letting users jump right to the item(s) that need attention. System admins can turn notifications on or off, and they can customize the messages that get sent for each notice type.
Your inbox messages can also be sent to your email. That way, you’ll get notified of important activities even if you aren't logged into BigTime. Each staff member can set up their own email preference.
Bulk Actions in Your BigTime Inbox
Save yourself a few clicks and use the “select” feature to complete bulk actions in your BigTime inbox. Click on the white triangle next to the white box, near the top-left of your window to access this feature.
Then, select the most relevant option. For example, select all will select all of your notifications. Then, you can mark all messages as “read” or “complete,” for example, instead of marking each individual notification.