Sortd Overview
Sortd is a powerful Gmail add-on designed to transform your inbox into a comprehensive management tool, enhancing productivity and streamlining workflow for individuals and teams.
What Sortd Does
Sortd integrates seamlessly with Gmail, allowing users to manage emails, tasks, customers, and workflows directly from their inbox. It essentially converts emails into actionable tasks and projects, making it easier to track progress, assign responsibilities, and maintain organization.
Key Features and Functionality
Customizable Workspace
Sortd offers a highly customizable workspace where users can create and manage multiple lists, drag-and-drop emails to reorder them, and group related emails into a single card for better organization.
Task Management
Users can turn email messages into tasks by selecting the email and adding it to a column. This feature includes the ability to add notes, next steps, and deadlines, ensuring that all relevant information is readily available.
Multiple Viewing Modes
Sortd provides various viewing modes, including a traditional inbox view, a Kanban board view with columns (To-do, Current, Done), and a Date View to manage work on a timeline alongside your calendar. Additionally, tasks can be visualized in a Table View for quick navigation and editing.
Collaboration and Delegation
The tool includes robust collaboration features, allowing users to assign tasks to team members, set reminders, and track the progress of projects. This enhances team accountability and facilitates better communication among team members.
Integration and Automation
Sortd integrates with over 2,000 different apps, including Google Sheets, Typeform, Jotform, Hubspot, and Trello. It also supports Gmail’s Mail Merge capabilities and allows users to create customizable email templates and snippets to maintain consistent communication.
Performance Metrics and Reporting
The platform offers lightweight reports to help teams understand their performance. Users can export contacts to CSV and import them into email marketing tools like MailChimp. This feature helps in tracking metrics and making data-driven decisions.
Mobile Accessibility
Sortd is accessible on the go, allowing users to add tasks and emails directly from the Gmail mobile app. This ensures continuous productivity regardless of the user’s location.
Security and Compliance
Sortd has been officially approved and vetted by a Google-appointed security audit and compliance firm, ensuring that user data is secure and compliant with relevant standards.
Additional Features
Other notable features include the ability to set and monitor SLAs (Service Level Agreements) and response times, color coding of cards for clear visualization, and the option to add files and documents to boards for easy access. Sortd also supports building lead and deal pipelines, custom workflows, and adapting fields to meet the specific needs of your business.
Conclusion
In summary, Sortd is a versatile and powerful tool that enhances email management by integrating task management, project tracking, and team collaboration directly into your Gmail inbox, making it an indispensable asset for teams looking to optimize their workflow and productivity.