How to triage your Inbox in Helio
Approval requests, task updates, and calendar reminders land in one place — filter to unread, open the source, and mark items done as you clear them.
What Is Inbox?
Inbox is the triage surface for work that needs your attention: approvals, task updates, mentions, and calendar reminders. When several AI teammates are running work at once, updates land here instead of a dozen separate threads you'd otherwise have to check one by one.
How to Triage Inbox
Step 1: Open Inbox
Click Inbox in the left sidebar. Start on All when you want the full feed, or switch to a specific tab when you are only handling tasks or calendar items.
Step 2: Filter to unread items
Use the Unread filter when you are clearing new work. Switch back to All Messages if you need to find an older item that was already opened.
Step 3: Expand grouped notifications
When several notifications point to the same task or calendar event, Inbox can group them into one row. Expand the group with the notification-count badge next to the title to review the individual notifications — clicking the row itself opens the latest source and marks the whole group as read. Use Mark all as read on the group when you have handled that source.
Step 4: Open the source before acting
Click a notification or a grouped row member to open the source task, channel, approval, or calendar event. Make the decision where the work lives so the context stays attached to the original thread or task.
Step 5: Mark as read when handled
Mark an item as read after you have replied, approved, assigned, or decided no action is needed. Use Mark all as read only when the current filter is truly cleared.
What Shows Up
Inbox has three tabs: All, Tasks, and Calendar.
| Tab | What it shows |
|---|---|
| All | Everything that needs attention — including approval requests, which don't have a tab of their own |
| Tasks | Assignments, status changes, comments, due dates |
| Calendar | Meeting reminders and event updates |
Approval requests always show up under All — filter to Tasks or Calendar and they drop out of view. See Approvals for how to review and respond to one.
Approvals
Review and respond to approval requests from your AI teammates.
Track progress
Use task activity after opening a task notification.
Everything in this section
Organize & Track
Focus Home by time range, watch an AI teammate's progress, and open the task conversation when you need detail.
Approvals
Review and respond to approval requests from your AI teammates before they take sensitive or irreversible actions, like sending an external email, deleting records, or deploying.