How to Use Missive to Delegate Your Email Inbox

[@astralfx]

Just want you to know that since watching this video, my company has switched to Missive. I have delegated my inbox, and have key members in my entire company using it to collaborate on important email. Thank you for everything Layla!

[@LaylaPomper]

We love Missive!

[@theDanielJLewis]

FANTASTIC overview! Thank you!

[@LaylaPomper]

Glad you enjoyed it!

[@BenjaminSpink-o2l]

thank you! very helpful tutorial

[@LaylaPomper]

Update: Based on some of the feedback from this video, I'm hosting a workshop around this same theme! If you'd like to delegate your inbox step-by-step WITH me, I'll join me on Feb 1, 2024 for a live workshop called Inbox Escape™. Here's the link where you can register: processdriven.co/services/inbox/

[@fahadmaqsood4833]

Can I have recording or something relevant to workshop?

[@michaelalliman4374]

Thanks Layla. I'm definitely going to check it out. Question, though, does the CU extension work inside Missive?

[@LaylaPomper]

I’d give it a “B-“ grade. It works, but it’s nothing special. It’s faster to just use the ClickUp Chrome extension.

[@LaylaPomper]

Hi @michaelalliman4374! We are happy to announce we have an upcoming workshop that dives into inbox delegation! Come check it out -> processdriven.co/services/inbox/

[@shandamacomber3081]

I enjoy watching your videos as I'm a "systems nerd" 🤓 We are using missive but only been using it about a month. Would love another follow up email as to if anything changed in how you are using it or any tips and tricks you find effective.

[@YS-gg2dg]

Hi Layla, do you have a video for setting up clickup as a CRM, to manage operations? Ty

[@LaylaPomper]

HeyI I found some videos that may help: kzbin.info/www/bejne/iGLci4yHrtmifcU kzbin.info/www/bejne/bKXXlXuDdqikga8 Let me know if this helps! - Karleigh at ProcessDriven

[@custommem]

Super helpful! Thank you Layla!

[@LaylaPomper]

So happy this was helpful to you, Danica! 😊

[@GordonJohansen]

Interesting video on this. I use Postbox myself for the templating ability and the option to redirect emails directly to other staff accounts. I like the one time price option (other than for major upgrades) and the search and tagging options which are similar in some ways to Missive because we tend not to need much more than a fire and forget system for emails. Great search ability makes it easy to find email chains if I need to review anything.

[@LaylaPomper]

Oooh! Thanks for sharing Gordon! I’ll need to check that out!

[@GordonJohansen]

I forgot to mention that the video gave me the incentive to use Postbox's "Topic" tag to colour the emails for any invoices we get for different businesses. This is already saving a lot of scrolling time and saving me from missing them. It might now be a big deal for most but when I have to change the business account in Quickbooks, it always takes extra time. Their "Redirect" function is also a huge timesaver for me as many email programs don't have it. It's much better than forwarding a message to different staff because, like me. they often just hit "Reply" and then will send their reply back to the main address. If you redirect the message, it is just like it was sent to the new address directly so any reply goes back to the sender automatically.

[@CameronCox_1969]

That was Awesome Boss , thank you so much for introducing this part of your stack I have been on the HUNT for this and I was struggling to find anything other then Front that ticked all the box's of My future Business needs. 👏👏

[@skylerreeves]

Missive is solid. We've been using it for about a year and a half now.

[@LaylaPomper]

I agree! I tried both and really preferred Missive in the end! ☺️

[@LaylaPomper]

Hi @CameronCox_1969! We are happy to announce we have an upcoming workshop that dives into inbox delegation! Come check it out -> processdriven.co/services/inbox/

[@jasminaarandjelovic3158]

Great video. Regarding the free plan, if I understand correctly, all emails disappear after 15 days? Any way to backup them somewhere?

[@LaylaPomper]

They disappear from Missive but they’re still in your main email client (for example, Gmail) and are not deleted! So no extra backups needed. 😉

[@LaylaPomper]

Hi @jasminaarandjelovic3158! We are happy to announce we have an upcoming workshop that dives into inbox delegation! Come check it out -> processdriven.co/services/inbox/

[@AmicusPlanners]

Great video! Quick question: do you use the “tasks” feature of Missive? Or do you go back to ClickUp for tasks? What have you found to be the most effective approach? Thanks!

[@LaylaPomper]

We’ll track tasks as Notes or Tasks only if they’re small action items we need to quickly do to resolve an email. If they’re not quick or not being done within the day, we have a ClickUp list and we create Task(s) there! ☺️

[@AmicusPlanners]

@@LaylaPomper Thank you!

[@LaylaPomper]

Hi @AmicusPlanners! We are happy to announce we have an upcoming workshop that dives into inbox delegation! Come check it out -> processdriven.co/services/inbox/

[@maryb3357]

Hi. Just want to ask - I am an EA and new to Missive. I watched your video and tried watching the Missive channel for tutorials However, I can't figure out where Archived goes? And I cannot reply to emails assigned to me. can you help me check where Archive goes? I am cleaning up my CEOs email. Thank you in advance.

[@LaylaPomper]

I'd recommend checking out this help article! missiveapp.com/faq/find-archived-emails

[@petercalvinatkinson]

Layla - how do you deal with the severe history limitations? You have to pay a lot to be able to search emails older than 6 months etc

[@LaylaPomper]

When we were on the free plan, I’d simply open Gmail if I needed history older than the limit. 🙂 Eventually, the value made it worth upgrading to save this step and make history shareable!

[@cindymoussi6588]

Can I add my VA who does not have the same email domain or other subcontractors? Or does everyone need to be part of the same organisation?

[@anagrahn]

Different domains works!

[@LaylaPomper]

👆 exactly!!

[@merrysdelight7894]

I alwats find your contents very helpful! I hope you can create a video about creating Rules & Labels in Missive. 💗 ✉

[@LaylaPomper]

Hey there! Thank you so much! I've added this to our Ideas list but in the mean time, here are some articles you may find helpful: missiveapp.com/features/shared-labels#:~:text=To%20open%20and%20keep%20an,and%20select%20your%20organization%20label. missiveapp.com/features/rules/overview

[@LaylaPomper]

Hi @merrysdelight7894! We are happy to announce we have an upcoming workshop that dives into inbox delegation! Come check it out -> processdriven.co/services/inbox/

[@iamashleylbrown]

Layla, have you experienced stepping out for vacation and setting it up so that you’re not apart of the email process at all?

[@LaylaPomper]

Hey Ashley! I talked about this in depth in our most recent Lookback! You can watch the replay here: kzbin.info/www/bejne/f2KcaqKgjJaKfa8

[@LaylaPomper]

Hi @iamashleybrown! We are happy to announce we have an upcoming workshop that dives into inbox delegation! Come check it out -> processdriven.co/services/inbox/