Guide
Work the inbox
Read, reply, attach, and archive client mail, then move through it fast with keyboard shortcuts on the desktop and swipes on your phone.
Before you start
- At least one connected email account.
- For a shared inbox, anyone on the team can read and reply.
Pick a conversation on the left, read and reply on the right.
Read and reply
Open a conversation
Click any conversation in the list. It opens in the reading pane and is marked as read.
Reply, reply all, or forward
In an email thread, choose Reply to answer the sender, Reply All to include everyone, or Forward to send it on. Write in the composer, where you can make text bold or italic, add lists or a link, drop in a saved template, and include your signature.
Attach files
Click Attach to add a file, or drag one onto the composer and drop it. You can add several files to one message, and the people you write to can preview or download them.
Send
Click Send. If you have turned on undo send, a short window appears with an Undo button so you can pull the message back before it goes out.
Start a new email
Open a fresh compose
Click the compose button (the pencil) above the conversation list to write a brand-new email rather than a reply.
Address it and write
Pick which connected account it sends from, add your recipients and a subject, and write your message.
Send it
Click Send. WorkWiser starts the conversation for you, so the new thread shows up in the inbox alongside the rest.
Triage with the keyboard
Most of the everyday moves have a key. Shortcuts work when you are reading, not while you are typing in a field.
j / k
Move down and up the conversation list. The arrow keys do the same.
o or Enter
Open the selected conversation. Type g then i to jump back to the inbox.
r
Reply to the open conversation and jump straight into the composer.
a
Archive the conversation and clear it out of the inbox.
s
Snooze it to come back later, then pick when.
e
Star or unstar the conversation. Press d to assign it to a teammate.
/
Jump to search and find a conversation. Press ? any time to see the full list of shortcuts.
Esc
Step back out: close a menu, clear search, or return from a thread to the list.
The command menu is for the inbox
Press Cmd+K (or Ctrl+K) to open the inbox command menu. It runs inbox actions on the conversation you are looking at, like Archive, Star, Snooze, Assign, Reply, and Send & Archive, and it can jump you to a label or a connected account.
It is not an app-wide search. It does not look across your projects, invoices, or time. To search your mail, use the search box in the inbox or press the / key.
On the phone, swipe a conversation to triage it.
Triage on your phone
Swipe right to archive
Swipe a conversation to the right to archive it. An Undo appears in case you change your mind.
Swipe left to snooze
Swipe to the left to snooze it, then choose when it should come back.
Tap to open
Tap a conversation to read the full thread, then reply from the bar at the bottom.
More on each card
Open the menu on any conversation for the rest of the triage actions.
Good to know
New mail arrives on its own. You do not need to refresh, and read and archive stay in step with your provider both ways.
Archive clears a conversation out of the inbox without deleting it. If you need it back, open it and choose Move to Inbox.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.