Using the Inbox
Your Inbox is where all your projects are organized and available for you to collaborate. You will probably be using it frequently, almost every time you use the platform.
Whether you are a client or an expert, you can reach the Inbox by clicking the account link on the top right of the screen and choosing 'Inbox' from the drop-down.
You will reach a page divided into two sections:
Project Lead: All projects where you are the Expert Lead i.e. drafted and sent the proposal to the Client Lead.
Collaborator: All projects where you were invited by other users (Client accounts in your own firm) to collaborate will be displayed here.
The summary view of the inbox gives you the following details. This information would help you in identifying the project that you would like to work on.
- Project's title, as provided in the brief.
- Creation date of the brief, along with the Client Lead who created it.
- Date on which the first proposal is sent, along with the Expert Lead who created it.
- Project status. It takes the following values as a project moves to completion.
- Brief received: Once you have received a brief from a client (applicable only for private briefs).
- Proposal sent: Once you have sent a proposal to a client.
- Proposal declined: Once a client declines your proposal.
- Ready for first payment: Once the client approves a proposal & ready to make payment (if applicable).
- Project underway: Once the project is underway.
- Marked complete: Once the project is marked complete by the client.
- Final payment completed: Once the final payment is done.
- One review given: Once you review the client or vice versa.
- Both reviews given: Once both you and your client rate each other.
- Brief status (Public or Private). This is visible only if you are one of the Project Leads.
Good to know!
When you are the Client Lead or Expert Lead for a project, you can invite other users to collaborate on specific projects. Refer to this article to know more.
As soon as you click a project, the respective collaboration page will open. Time to collaborate!
