Digits provides tools to streamline collaboration and task management through comments, action items, and the Digits Inbox. The Inbox helps you stay organized and informed by keeping track of important communications and tasks related to your’s finances with your team and your clients.
Using the Digits Inbox
Click on Inbox in the left toolbar from your dashboard.
Review categories, collaborate with comments, and approve bills.
Use filters (Assigned, Watching, Open, Closed) to organize your workflow.
Comments and Work Items
Resolving Comments
When to Resolve: Resolve comments when the related action items, such as questions or requests, have been completed.
Closing a Work Item: This action automatically resolves the comment thread. Remember, resolving a comment thread alone does not close the work item.
Action Items
Types and Management
Digits generates items for:Categories (that need review)
Comments (that need to be replied to)
Bills (that need to be updated or approved)
Automatic Resolution
Action items are resolved when:The comment thread is closed
A bill is approved, rejected, or deleted
A report package is viewed
The work item is closed
Action Item Status
Assigned: You are tasked with responding or approving something.
Watching: You are involved in the thread but no immediate action is required.
Open: All items across the client weather assigned to you, watching, or involving other users.
Closed: The item is resolved or completed.
Troubleshooting
Unresolved Items: Check for unresolved threads or open work items. Manually resolve if necessary.
Badge Count Discrepancies: This is a known issue. Contact us through our contact form for support.
If you require additional support or have any questions, please don't hesitate to reach out to us through our contact form. Our team is here to assist you with any concerns or further guidance you may need.