Create a Channel

Use the WorkBook Inbox to create channels, within which you can organize conversations.

To use Inbox, you must have access to Inbox as defined in User Access Rights under Settings.

To create a channel:

1. On the main toolbar, click Inbox .
2. On the Inbox sidebar, hover over the Channels grouping and click Add Channel .
3. In the Create New Channel dialog box, specify the required information and click OK
   For fields and options, see Create New Channel Dialog Box.
4. To modify channel details, hover over the channel, and click Edit Channel .