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Views and My Teams' Inbox

Last updated: October 16, 2026

What it does

My Inbox is the work that concerns you, as the inbox page defines it. My Teams’ Inbox is everything assigned to your teams, whoever on the team has it.

The tab is part of the page’s address, so a link to My Teams’ Inbox opens on that tab for whoever you send it to.

The view list at the left of the toolbar offers All and Unread, then the views you saved and the views shared with your organisation. All clears the filters. Unread shows rows with unread updates. A saved view keeps the filters, search, sort and columns it was saved with. It works on either tab.

The search box filters by Type, Unread, Status, Priority, Due Date, Assignee or Team. Type is Orders or Tasks. Only tasks have a priority. A Priority filter leaves orders out. Due Date is an order’s expected date or a task’s due date, read on your organisation’s calendar. Work boards and tasks covers filters and saved views.

Lucrii counts only the rows in your own inbox. Someone else with the same filters can see a different total.

Before you start

My Teams’ Inbox is empty for anyone who is on no team.

How to use it

  1. Select My Inbox or My Teams’ Inbox. The list keeps your sort, your search and your filters, and starts again from the top.
  2. Select the view list, then choose Unread to see what has changed, or All to clear the filters.
  3. Select the search box and choose a field, or type to search.
  4. Open a row to read it. It leaves the Unread view once Lucrii marks it as read.
  5. To keep a change to the filters, sort order or columns as a view, open the view list. Then select Save As New View.
  • The inbox: See the orders and tasks you are working on in one list, with a dot against anything that has changed since you last looked.
  • The Hermes inbox summary: Read a short summary Hermes writes above the inbox, which Lucrii keeps until the part of the day ends or your orders or notifications change.
  • Work boards and tasks: Browse your work boards and every task in two tabs, each with saved views, bulk actions and a create button.
  • Quotes, sales orders and purchase orders: Switch between the quotes, sales orders and purchase orders lists, each with figures above it and views that filter it by status.

Changes