Managing Your Inbox in Roger

Learn about the Roger inbox in this video! We’ll discuss utilizing the Do Today section, setting Tracking Dates, assigning Owners, marking messages as Done, marking messages as Hot, and using Filters.

1. Do Today: The Do Today section contains all messages with a Tracking Date of today or earlier. The Do Today section is essentially your to-do list for the day.

2. Tracking Date: If you set a Tracking Date in the future, the message will pop into your Do Today section on that day.

3. Done: When you mark a message as Done, it goes into your Done folder. The goal is to use Tracking Date and Done to get to zero messages in your Everything Else section. No messages will be deleted. They’ll be in Tracking or Done as well as All Mail.

4. Hot: Mark urgent or important messages as Hot.

5. Owners: Set Owners to ensure that those who need to see and act on the thread know to do so.

6. Filters: Filter by Hot, Owner, Project, Tag, Date, Person, Attachment, or Unread.