How the Inbox is organized

The Inbox is the first screen you see when you open Scout, and it is your living action item list: everything Scout has raised that it believes deserves a person's attention, sorted by when it is due. Nothing lands here without proof behind it, and nothing here is a guess about what you should be doing next week.

Screenshot: the Inbox for the demo workspace, Scout Promotional.

What lands in the Inbox

Every item in the Inbox is a point — one thing Scout raises, with the evidence that proves it (see Reading a point). There are four kinds, and the filter chips above the list use their plain names:

• Needs you — a recommendation. Scout thinks there is something to do, and says what and why.
• Worth knowing — an observation. Nothing to do, but you would want to know.
• Notices — housekeeping, such as a connected source that needs attention.
• Identity matches — two records that may be the same customer or contact. These wait for a person's decision.

Everything is the default chip and shows all of them. Each chip carries its own count, so you can see at a glance how much of your list is real work and how much is information.

The morning line, and the row underneath it

At the very top is the compiled morning line — the same summary that goes out in your morning brief, written for today. Next to it, Click for analysis opens the connection activity panel, which shows what Scout has read recently.

Under that sits the Housekeeping row with four counters — Identity review, Visibility review, Settled and Lapsed — plus a What do these mean? link that explains each one in a sentence. These are deliberately separate from your work list: they are decisions and records, not tasks — see The Settled archive and Lapsed items and the Lapsed shelf. Alongside them you may also see Seasonal observations (repeat ordering rhythms Scout has noticed, such as event banners every October for Paws Point Rescue) and a Found · last 30 days tile.

Whose work you are looking at: the scope pill

The Scope pill decides whose work the list shows:

• Mine — items assigned to you, claimed by you, followed by you, and the work in your own teams' queues that you are allowed to see. This is the default.
• All — everything visible across the workspace. Owners and Admins only.
• Teams — a menu headed Filter by team with a count beside each team; tick one or several to see just those queues.

If you are the only person in the workspace there is no scope pill at all, because there is no one else to scope to. It appears the moment a second person joins — see Working solo vs with a team.

Sections, the rolling window, and sort order

Work is grouped into five sections, always in this order: Overdue (due before today), Today, Week (due in the next seven days), Month (due after that but still inside your window) and No due date. The chips above the list jump to each section and carry its count.

Under the chips, Scout states its horizon in plain words — for example, "45-day window through 2026-09-13. Undated work stays visible." That window is a workspace setting with three choices — 30, 45 or 60 days, and 45 is the default. An Owner or Admin changes it under Settings → Workspace → General. Work due beyond the window is not lost; it simply waits until the window reaches it. Undated work is always visible, whatever the window says.

Inside a section, items sort by due date first, then by how important the underlying Watch is, then by which was raised most recently. Each section lists up to 50 items at a time.

Good to know

• Everyone sees their own Inbox. Two people in the same workspace can be looking at the same screen and a different list, because each person sees only the slice they are authorized to see.
• The counts and the "today" that Scout uses come from your workspace's time zone, not your browser's, so a team spread across time zones agrees on what "overdue" means.
• There is no snooze. If an item is not yours to do, return it to the team or dismiss it with a note — both are recorded.
• A brand-new workspace shows "Your desk is clear." until a source is connected and Scout has read it once. That is honest, not broken.