Inbox

Inbox in the sidebar lists everything Flowstate is waiting on you to do, such as a timesheet to submit or a budget proposal to review. It also shows short updates, like a scenario you submitted being approved.

Tasks and updates

• Tasks ask you to do something. Most clear themselves as soon as the work is done — for example, when your team's week is submitted or the budget proposal is approved.
• Updates tell you something happened. They have nothing to do and clear themselves after 7 days.

The most urgent items are at the top. An item with a due date shows Overdue, Due today or Due and the date.

What lands in your Inbox

Area	You might see
Effort	A team's week to submit, a week to review, a week sent back to resubmit; people with pay but no tracked effort
Budgets	A budget proposal to submit, review or revise; a transfer into your team to accept, and what happened to one you asked for; a budget locked for the year
Capitalisation	A CapEx justification to approve and submit, review or update after feedback; a capitalisation to mark complete; a weekly count of your projects awaiting CapEx review
R&D	A drafted R&D claim to review; a claim awaiting your review or with changes requested; a project that looks eligible for a claim
Scenarios	A scenario to review; whether a scenario was approved, sent back or withdrawn
People	Pay to set for someone added without a salary
Projects	A synced project to attribute to a cost centre or initiative; projects whose data needs cleaning up; projects that need a cost centre; initiatives suggested from your project tool
AI	An AI alert that fired; AI governance signals to review
Comments	Someone mentioned you, or replied to your comment

Work through your Inbox

1. Select Inbox in the sidebar.
2. Select an item to open the screen where you do the work.
3. When you're done, the task usually clears itself. If it doesn't, tick the circle beside it (Mark as completed).

To see one kind of item, use the filter to choose a Category or Team. Select Clear to reset.

Tip

For a team's effort week, select the row to see the team and week, then select Open full review to approve it or send it back.

Snooze an item

1. Select Snooze… on the item.
2. Choose Tomorrow or Next week, or pick a date and select Snooze.

The item moves to Snoozed and comes back to your Inbox on that day.

Dismiss an item

1. Select Dismiss on the item.
2. Confirm Dismiss this item?.

You won't be reminded about it again. It stays under Dismissed.

Completed and dismissed items are kept under Completed and Dismissed for 30 days.

From anywhere in Flowstate

The bell in the top bar shows how many items are waiting for you, up to 9+. Select it to see them, soonest due first.

1. Select the bell.
2. Select an item to open the screen where you do the work.
3. If the work is already done, point to the item and select the tick (Mark complete) instead.

Select View all tasks to open your Inbox.

When there's nothing to do

When nothing is waiting for you, Inbox says Nothing left to do today with your first name, and All clear. Nothing pending.

Below that are links to places you might go next. You only see the ones your organisation uses and you have access to:

• Run a planning scenario opens Scenarios.
• Open the cost forecast opens Forecast.
• Workforce analytics opens Analytics & reporting.
• Roadmap opens the Roadmap.

The first time you open Inbox

The first time, Inbox shows a welcome instead: Hi and your first name, a short list of what Flowstate can do for your organisation, and two buttons.

• Start Tour takes you round the main parts of Flowstate. Each step highlights part of the screen and shows which step you're on. Use Next and Back to move through it, and Finish on the last step. To close it early, select the X (Close tour).
• Maybe Later skips the tour and takes you to your Inbox.

Until you finish the tour or select Maybe Later, the welcome shows in place of your Inbox. If you close the tour part way, the welcome is there again the next time you open Inbox.

Not available yet

You can't restart the tour once you've finished it or selected Maybe Later. To learn your way around, see Find your way around Flowstate.

Email and Slack

Tasks and updates can also reach you by email or as a Slack message, depending on how your organisation has set them up. You can choose how often you get the digest email in your profile, under Notification Preferences, if your admin allows it. See Notifications and Slack.

If something's not right

A task is still there after you did the work. Tick Mark as completed.

Inbox shows a welcome instead of your tasks. Finish the tour, or select Maybe Later.

An item disappeared. Look under Snoozed, Completed and Dismissed.

You expected a task and didn't get one. Tasks go to the person responsible, such as the team's manager or the named reviewer, and never to the person who made the change. Check with whoever set up the workflow.