Sortd - Detailed Review
Productivity Tools
Sortd - Detailed Review Contents
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Sortd - Product Overview
Overview of Sortd
Sortd, in the context of productivity tools, is an AI-driven Gmail add-on that transforms your email inbox into a comprehensive management tool. Here’s a brief overview of its primary function, target audience, and key features.Primary Function
Sortd’s main purpose is to help users manage their emails, tasks, and projects directly within their Gmail account. It integrates task management, project tracking, and workflow optimization into the email interface, eliminating the need to switch between multiple applications.Target Audience
Sortd is primarily aimed at workplace managers, team leaders, and individuals who rely heavily on email for communication and task management. It is particularly useful for those managing multiple projects and needing to keep track of various tasks and deadlines.Key Features
Task Management
Sortd allows users to turn emails into actionable tasks and organize them into columns or boards. You can drag and drop emails into different lists such as to-dos, meetings, and follow-ups, and rename subject lines for clarity.Visualization
Users can switch between different viewing modes, including a traditional inbox view, a Kanban board view, a Date View for scheduling tasks, and a Table View for spreadsheet-like management.Card Details
Each task or email can be turned into a card with additional fields such as status labels, deadlines, assignments, reminders, and notes. This helps in keeping all relevant information in one place.Collaboration
Sortd enables team collaboration by allowing users to assign tasks to collaborators, set reminders, and track progress. It also supports shared inboxes and calendar integration, although some of these features are available only in the paid version.SLAs and Response Times
The tool helps in setting and monitoring Service Level Agreements (SLAs) and response times, which enhances team accountability and customer satisfaction.Custom Workflows
Users can build custom workflows and processes that align with their business needs, including adding custom statuses, dropdowns, tags, and customer relationships. By integrating these features directly into Gmail, Sortd aims to make email management more efficient and streamlined, reducing the time spent on switching between different tools and improving overall productivity. Sortd - User Interface and Experience
User Interface Overview
The user interface of Sortd is designed to integrate seamlessly into your Gmail inbox, making it a user-friendly and efficient tool for managing emails and tasks.
Interface Overview
Sortd transforms your Gmail interface into a visual, Trello-style Kanban board system. This allows you to organize your emails into customizable lists and columns, which can be easily dragged and dropped to rearrange as needed.
- You can switch between the traditional Gmail view and the Sortd board view using a button on the right side of the window, ensuring you can always revert to the familiar Gmail layout if necessary.
Customization
The interface is highly customizable. Users can add additional lists, rename default ones, and change icons to suit their preferences. This flexibility allows you to create columns for different categories, such as tasks to act on, items waiting for a reply, or emails related to current projects.
Card Details and Task Management
Each email can be turned into a card with detailed fields, including status labels, deadlines, assignments to users, reminders, and notes. This feature makes task management clear and concise, allowing team members to see what needs to be done and by whom.
Shared Workspaces and Collaboration
Sortd enables shared workspaces where teams can collaborate on emails and tasks. Features like shared mailboxes, contextual team chat in email threads, and the ability to assign tasks and track progress enhance team collaboration and visibility.
Additional Features
Other notable features include email open tracking, follow-up reminders, and the ability to snooze important emails that you don’t need to deal with immediately. These features help in managing your inbox more efficiently and ensuring that important emails do not get overlooked.
Ease of Use
The interface is intuitive and easy to use. Users appreciate the simplicity of dragging and dropping emails into different lists, which eliminates the need for labeling individual messages. This system makes it easier to keep your inbox organized without the hassle of manual labeling.
User Experience
Overall, the user experience with Sortd is positive, with users appreciating the ability to manage their inbox and tasks within a single, familiar environment. The tool helps in streamlining processes, reducing the need for separate systems or spreadsheets, and keeping the entire team aligned and informed.
However, some users have noted minor issues such as the occasional need to reload Gmail for Sortd to function properly, but these are relatively rare and do not significantly impact the overall user experience.
Sortd - Key Features and Functionality
Sortd: A Comprehensive Productivity Tool for Gmail
Sortd, a Gmail add-on, is designed to transform your inbox into a comprehensive productivity and management tool. Here are the key features and how they work:
Visual and Customizable Workspace
Sortd allows you to create a visually organized workspace that fits your email workflow. You can change list names, add multiple lists, and drag-and-drop to re-order them. This customization helps in keeping your emails and tasks well-organized and easily accessible.
Task Management and Card Fields
Sortd integrates task management directly into your inbox. You can switch between a traditional inbox view and a Board view, which uses columns and cards. Each card can include various fields such as status labels, deadlines, assignments to users, reminders, and notes. This allows you to turn emails into actionable tasks and projects, making it easier to manage and track progress.
Reminders and Follow-Ups
The tool includes a reminder function that helps with time management. You can set deadlines and reminders for tasks and emails, ensuring that important actions are not missed. Follow-up reminders can also be set for emails that require a response, keeping you on track with customer interactions and team tasks.
Board and List Management
Sortd allows you to visualize your work in a Kanban view, showing the stage of each item. You can manage work on a timeline using the Date View, which integrates with your calendar. Additionally, you can turn your work into a spreadsheet with the Table View, making it easy to edit items quickly without opening each one individually.
Sales Pipeline Management
For sales teams, Sortd offers a visual sales pipeline that helps organize emails and deals alongside each other. You can track the progress of deals, set reminders for follow-ups, and generate clear sales reports to identify areas for improvement and forecast results.
Integration with Other Tools
Sortd can be integrated with over 2,000 different apps, including Google Sheets, Typeform, Jotform, Hubspot, and Trello. This integration is facilitated through Zapier, which allows you to automate workflows between Sortd and other tools without needing to write code. For example, you can automate tasks such as moving a task from Sortd to a Trello board or sending data from Sortd to Google Sheets.
AI Integration
While Sortd itself does not have built-in AI features, it can be integrated with AI tools through Zapier. For instance, you can connect Sortd with Google AI Studio (Gemini) to automate tasks that involve AI-driven processes, such as extracting, summarizing, and transforming data using leading AI models like OpenAI and Anthropic.
Customizable Email Templates and Snippets
Sortd allows you to create customizable email templates and snippets, which helps in maintaining consistent communication across your team and saving time. You can also set and monitor SLAs (Service Level Agreements) and response times to boost team accountability and enhance customer satisfaction.
Mobile Accessibility
The Sortd Mobile Companion App allows you to manage tasks and emails directly from your mobile device, ensuring you stay organized and productive on the go.
Security and Compliance
Sortd has been officially approved and vetted by a Google-appointed security audit and compliance firm, ensuring that your data is secure and compliant with relevant standards.
Conclusion
In summary, Sortd enhances productivity by integrating task management, sales pipeline tracking, and workflow automation directly into your Gmail inbox, with the option to integrate AI-driven tools through third-party services like Zapier.
Sortd - Performance and Accuracy
Performance
Sortd is praised for its ability to transform the traditional Gmail inbox into a customizable, task-oriented workspace. Here are some performance highlights:Email Organization and Task Management
Sortd excels at organizing emails into lists and categories, allowing users to prioritize and manage tasks efficiently within Gmail. It uses a visually intuitive Kanban-style task board, which helps in tracking to-dos, follow-ups, and deadlines.Centralized Project Overview
It provides a centralized view of all tasks and emails associated with specific projects, making it easier to track project progress and important communications in one place.Integration and Customization
Sortd integrates with over 2,000 different apps, including Google Sheets, Typeform, and Hubspot, and allows users to create custom workflows and processes. It also supports features like custom fields, status, tags, and dropdowns. However, there are some performance issues that users have reported:Performance Issues
Users have experienced occasional slow loading times or lags, particularly when dealing with a large volume of emails or tasks. This can hinder the overall efficiency of the tool.Customer Support
There have been complaints about slow customer support, which can be frustrating for businesses that need timely assistance.Accuracy
In terms of accuracy, Sortd offers several features that help maintain precision in task and email management:SLA and Response Time Monitoring
Sortd allows users to set and monitor Service Level Agreements (SLAs) and response times, which helps in boosting team accountability and enhancing customer satisfaction.Customizable Email Templates and Snippets
Users can create and use customizable email templates and snippets to maintain consistent communication, reducing errors and improving accuracy.Calendar Integration
By linking your calendar, users can see actionable work alongside their meetings, ensuring they have enough time to deliver committed work.Limitations and Areas for Improvement
Despite its strengths, Sortd has several limitations:Feature Limitations
Sortd lacks integration with task boards and CRM tools like Salesforce. It also does not offer automation features, and users cannot create custom fields within the board in the free plan. Additionally, the free plan does not include email sharing and collaboration features.Sharing and Collaboration
The free plan does not allow for shared boards or collaboration features, which can be a significant limitation for teams that need to work together on tasks and projects.Automation
The lack of automation features in the free plan can make it less efficient for businesses that rely on automated workflows. In summary, while Sortd is a powerful tool for email and task management, its performance can be impacted by occasional technical issues, and it has several feature limitations, especially in the free plan. Addressing these limitations could significantly enhance its overall performance and accuracy. Sortd - Pricing and Plans
Plans and Pricing
Starter Plan
- This plan is free and includes basic features such as:
- Drag and drop task manager
- One personal board
- A daily planner
- One extra board
- Reminders and deadlines
- 30-day history
- However, it does not support collaboration with other users, making it suitable for solo users.
Essentials Plan
- This plan costs $10 per user per month (or $8 per user per month if billed annually).
- Key features include:
- Shared mailboxes
- Up to 20 users
- Calendar integration
- Up to 20 boards
- Two automation rules
- Google Drive integration for file uploads
- Task view by deadlines and labels
- 6-month email history
Business Plan
- This plan costs $15 per user per month (or $12 per user per month if billed annually).
- It includes all the features from the Essentials plan plus:
- Unlimited boards
- Customizable fields
- Contact manager
- Unlimited email history
- Data export options
- Ideal for larger teams and more complex workflows
Billing and Trials
- Sortd offers both monthly and annual billing options, with a 20% discount for annual billing.
- Each new user starts with a 14-day trial of the Business plan, allowing full access to all Business plan features. After the trial, users can choose to activate a paid subscription or revert to the free Starter plan.
Team and Subscription Structure
- Subscriptions are linked to Teams in Sortd. A user can belong to multiple Teams, each with its own subscription and billing.
- Users, tasks, and boards cannot be shared across different Teams, as each Team is treated as an independent unit.
Sortd - Integration and Compatibility
Sortd Overview
Sortd, the AI-driven productivity tool integrated with Gmail, offers extensive integration and compatibility features that make it a versatile and powerful tool for managing various aspects of your work.Integration with Other Tools
Sortd seamlessly integrates with over 2,000 apps through Zapier, a popular automation tool. This integration allows you to connect Sortd with a wide range of applications such as Google Sheets, Google Forms, Typeform, Salesforce, Slack, JIRA, and more. To set up these integrations, you need to generate a unique API key and secret from Sortd’s settings, which you then use to authenticate with Zapier. This enables automated workflows between Sortd and other tools you use, streamlining your processes and enhancing productivity.Compatibility with Gmail and Google Workspace
Sortd is specifically designed to work within Gmail and Google Workspace, transforming your email inbox into an organized workspace. It integrates seamlessly with Gmail, allowing you to manage emails, tasks, and projects directly from your inbox. Features like Trello-style Kanban boards, email open tracking, and shared mailboxes make it an all-in-one solution for sales, service, and task management.Cross-Platform Compatibility
While Sortd is heavily integrated with Gmail and thus works on any device that supports Gmail, there is no specific mention of it being compatible with platforms other than those that support Gmail. This means you can use Sortd on desktops, laptops, and mobile devices as long as you have access to Gmail.Mobile Access
Sortd allows you to add tasks and emails directly from the Gmail mobile app, ensuring that you can manage your work on the go. This mobile compatibility is crucial for teams that need to stay productive regardless of their location.Conclusion
In summary, Sortd is highly integrated with various tools through Zapier and is deeply compatible with Gmail and Google Workspace, making it a powerful tool for managing emails, tasks, and projects across different devices. However, it does not have a separate version for other email clients or standalone platforms beyond its Gmail integration. Sortd - Customer Support and Resources
Sortd Features for Customer Support
Customer Support Management
Sortd integrates customer service and helpdesk management directly into Gmail, eliminating the need for separate support ticket systems. This integration allows teams to manage support requests efficiently using shareable boards, ensuring no requests are overlooked. You can assign team emails, making it clear who is responsible for each client and ensuring timely responses.Collaboration and Communication
Sortd enables teams to discuss support requests in one place, using features like @mentions to involve team members and make quick decisions in context. This streamlined communication helps in providing a consistent and professional customer experience.Task and Email Management
The platform combines tasks and emails into a single workspace, allowing you to plan your day effectively right from your Gmail inbox. You can set follow-up reminders for both tasks and emails, and even snooze important emails to deal with them later. This ensures that nothing slips through the cracks and that every client feels valued.Shared Workspaces and Notes
Sortd allows you to create shared workspaces with your team, which can be used to manage customer interactions. Additionally, you can add notes for each contact, providing a history of every interaction with customers and prospective customers. These notes appear every time you open an email from a particular contact, helping you provide personalized and informed responses.Email Tracking and Reminders
Features like email open tracking and set follow-up reminders help ensure that you respond to leads at the right time. This is particularly useful for customer support, where timely responses are crucial for maintaining customer satisfaction.Centralized Organization
Sortd organizes everything in one intuitive place, including support requests, projects, emails, to-do lists, customers, and teamwork. This centralized approach ensures that all necessary information is accessible and organized, reducing the need to search through multiple systems.Conclusion
While Sortd does not explicitly mention dedicated customer support options like 24/7 support, it does offer a comprehensive set of tools that enhance team collaboration and efficiency in managing customer support, making it easier for teams to handle client inquiries effectively. If you have any specific questions or need further assistance, you can reach out to the Sortd team directly via their contact email. Sortd - Pros and Cons
Advantages of Sortd
Sortd offers several significant advantages that can enhance productivity and streamline workflow, especially for users of Gmail and Google Workspace.Task and Project Management
Sortd integrates task management directly into your inbox, allowing you to switch between a traditional inbox view and a Board view with columns and cards. This feature enables you to organize emails and tasks in a visual, Kanban-style board, making it easier to track the status of each item.Collaboration and Delegation
Sortd facilitates team collaboration by allowing you to assign cards to collaborators, set deadlines, and add notes and reminders. This ensures everyone has a clear view of the project’s progress and their responsibilities, promoting accountability and efficient teamwork.Customization and Flexibility
Users can customize fields on cards to fit their business needs, including adding custom statuses, dropdowns, tags, and more. This flexibility helps in adapting the tool to various workflows and processes.Integration and Automation
Sortd integrates with over 2,000 different apps, such as Google Sheets, Typeform, and Hubspot, making it versatile for various business needs. It also supports features like email open tracking, follow-up reminders, and snoozing important emails, which help in managing communication efficiently.Sales and Customer Management
The tool allows you to build lead and deal pipelines, track sales deals, and manage customer contacts. It also provides sales and activity reports, giving insights into the sales pipeline and areas needing attention.Calendar and File Integration
Sortd links with your calendar, allowing you to see actionable work alongside your meetings. You can also add files and documents to your boards, keeping all necessary information accessible.Disadvantages of Sortd
While Sortd offers many benefits, there are some limitations and areas for improvement.Integration Between Boards
One of the main drawbacks is the lack of seamless integration between boards. You cannot have a card on multiple boards simultaneously, which can be inconvenient for projects involving multiple teams.Manual Inbox Management
Sortd lacks the ability to automatically move emails to folders or boards, requiring manual effort for inbox management. Additionally, features like canned responses and templates are not readily available.Feature Limitations in Free Version
Many of the advanced features, such as shared mailboxes, calendar integration, and multiple boards, are only available in the paid versions. The free version has limitations, including a 30-day history and no collaboration capabilities.History Limitation
The paid plans, especially the Essentials tier, have a history limitation of 6 months, which can be problematic for longer projects that require a full view of the history.Lack of Email Auto Move
There is no option to set up filters that automatically send emails to your boards, which adds to the manual effort required for managing your inbox. By considering these pros and cons, you can make an informed decision about whether Sortd aligns with your productivity and workflow needs. Sortd - Comparison with Competitors
Sortd as a Productivity Tool
When considering Sortd as a productivity tool, especially within the context of AI-driven and task management solutions, it’s important to compare it with other similar products to identify its unique features and potential alternatives.Sortd Key Features
Sortd is a Gmail add-on that transforms your inbox into a task management tool. It offers several key features:View Switch
Allows users to switch between traditional inbox view and a Board view with columns and cards.Card Fields
Includes status labels, deadlines, assignments, reminders, and notes, making task management more organized.Collaboration
Enables team management with features like shared mailboxes, calendar integration, and customizable fields, although many of these are available only in the paid versions.Reminders and Deadlines
Helps with time management by setting up deadlines and reminders.Potential Alternatives and Comparisons
Motion
Motion is an AI-driven productivity tool that integrates task management with calendar scheduling. Here are some key differences:AI-Powered Auto-Scheduling
Motion automates daily planning and task prioritization, adjusting schedules in real-time, which is not a feature in Sortd.Integration
While Motion combines calendar, tasks, and projects, it lacks detailed information on compatibility with external tools beyond basic calendars, unlike Sortd which integrates well with Google Workspace.Reclaim
Reclaim is another AI-driven tool that acts as a personal assistant for your schedule:Dynamic Scheduling
Reclaim adapts in real time to changes in your calendar, ensuring high-priority tasks are addressed, similar to Motion but not a feature in Sortd.Focus Time Protection
Reclaim protects focus time and ensures high-priority tasks are given appropriate time slots, which is not a specific feature in Sortd.ClickUp
ClickUp is a highly versatile productivity tool that serves as an effective alternative to Sortd:Comprehensive Task Management
ClickUp offers detailed task creation, subtasks, dependencies, and custom statuses, which are more extensive than Sortd’s task management features.Customizable Views
ClickUp allows users to switch between multiple views like list, board, calendar, and Gantt charts, providing more flexibility in project management.Goal Tracking and Time Management
ClickUp includes features for setting, tracking, and updating goals, along with time tracking and reporting, which are not as comprehensive in Sortd.Taskade
Taskade is an AI-powered workspace platform that unifies project management, task organization, and team communication:Customizable AI Agents
Taskade uses AI agents for research, SEO, and content creation, automating repetitive tasks and generating insights, a feature not available in Sortd.Real-Time Collaboration
Taskade allows real-time collaboration through chat, video conferencing, and shared documents, which is more advanced than Sortd’s collaboration features.Integration Capabilities
Taskade integrates with over 5000 apps through Zapier, offering more extensive integration options compared to Sortd.Unique Features of Sortd
Inbox Integration
Sortd uniquely integrates task management directly into your Gmail inbox, which can be very convenient for those heavily reliant on email.Trello-Style Kanban Boards
Sortd offers Trello-style Kanban boards within Gmail, making it easy to manage tasks and projects without leaving the email interface.Potential Drawbacks of Sortd
Performance Issues
Users have reported occasional performance issues like slow loading times, especially with a large volume of emails or tasks.Feature Limitations
Sortd lacks automation features, custom fields in the free version, and integration with CRM tools like Salesforce. It also has limitations in board integration and lacks email auto-move to folder options.Customer Support
Slow customer support response times have been reported, which can be frustrating for businesses needing timely assistance.Conclusion
In summary, while Sortd offers a unique integration with Gmail and useful task management features, it has several limitations, particularly in automation, integration, and customer support. Alternatives like Motion, Reclaim, ClickUp, and Taskade offer more advanced features in AI-driven task management, calendar integration, and real-time collaboration, making them worth considering depending on your specific business needs. Sortd - Frequently Asked Questions
Frequently Asked Questions about Sortd
What is Sortd and how does it work?
Sortd is a Gmail add-on that transforms your inbox into a task management and project management tool. It allows you to manage emails, tasks, and workflows directly within your Gmail interface. Sortd features include a Trello-like board view, card details with status labels, deadlines, assignments, reminders, and notes, making it easier to organize and track tasks and projects.What are the main features of Sortd?
Key features of Sortd include:- View Switch: Allows you to switch between traditional inbox view and a board view with columns and cards.
- Card Fields: Includes status labels, deadlines, assignments, reminders, and notes for each task.
- Reminders and Deadlines: Helps with time management by setting up reminders and deadlines.
- Notes and Contextual Information: Enables users to add notes and context to tasks for better collaboration.
- Shared Boards and Mailboxes: Allows team collaboration with shared boards and mailboxes (available in paid plans).
- Email Open Tracking: Tracks when emails are opened.
- Follow-up Flags and Snooze Function: Allows you to set follow-up reminders and snooze emails for later.
What are the different subscription plans offered by Sortd?
Sortd offers three subscription plans:- Starter (Free): Includes a drag and drop task manager, one personal board, a daily planner, one extra board, reminders, deadlines, and a 30-day history. However, it does not support collaboration with other users.
- Essentials: Costs $8-$10 per user/month, depending on the source. It includes shared mailboxes, up to 20 users, calendar integration, up to 20 boards, and two automations. The history is limited to 6 months.
- Business: Costs $12-$15 per user/month. It offers unlimited boards, customizable fields, contact manager, data export, and no time limit on card history.
Can I use Sortd for free?
Yes, Sortd offers a free plan known as the Starter plan. This plan includes basic features such as a drag and drop task manager, one personal board, a daily planner, one extra board, reminders, deadlines, and a 30-day history. However, it lacks collaboration features and is more suited for solo users.How does Sortd integrate with Gmail?
Sortd integrates seamlessly with Gmail, allowing you to manage your emails, tasks, and projects directly within your Gmail inbox. It converts emails into tasks and cards, which can be organized into boards. Features like email open tracking, follow-up flags, and snooze functions are also integrated into the Gmail interface.Can I customize the boards and cards in Sortd?
Yes, you can customize the boards and cards in Sortd. The tool allows you to create boards with customizable list names and add various fields to cards such as status labels, deadlines, assignments, reminders, and notes. The Business plan offers additional customization options, including customizable fields.Does Sortd support team collaboration?
Yes, Sortd supports team collaboration, especially in its paid plans. The Essentials and Business plans allow for shared mailboxes, shared boards, and the ability to assign tasks to team members. This helps in maintaining accountability and visibility across the team.Are there any limitations to the free plan?
Yes, the free plan (Starter) has several limitations. It does not support collaboration with other users, has only one personal board and one extra board, and has a history limited to 30 days. Additionally, features like shared mailboxes, calendar integration, and multiple boards are not available in the free plan.Can I move cards between boards in Sortd?
While you can move cards from one board to another, you cannot have a card on multiple boards simultaneously. This can be a limitation if a project involves multiple teams or boards.Does Sortd offer any discounts for annual billing?
Yes, Sortd provides a 20% discount for annual billing compared to the usual monthly amount.