~4 minute read

Using the Inbox

Learn how to use the Inbox to manage unplaced nodes from Planning and Data Grid views.

What is the Inbox?

The Inbox is a dedicated panel in the Unified View that displays nodes which have been created in non-spatial views (Planning, Data Grid) but haven't yet been placed on the canvas. It serves as a bridge between structured planning data and visual diagrams.

How It Works

Nodes created in Planning or Data Grid views are initially "unplaced" — they exist as data but don't appear on any canvas. The Inbox provides a way to:

  1. Discover unplaced nodes from across your planning artifacts
  2. Search through unplaced nodes by name or type
  3. Drag and drop nodes onto the Unified View canvas to visualize them
  4. Remove placed nodes from the canvas (without deleting them) to return them to the inbox

Using the Inbox

Finding the Inbox

The Inbox panel appears in the Unified View sidebar when there are unplaced nodes in your branch.

Searching Nodes

Use the search input at the top of the Inbox to filter nodes by:

  • Node label (name)
  • Node type

Dragging Nodes to Canvas

  1. Find the node you want to place in the Inbox list
  2. Drag the node from the Inbox onto the Unified View canvas
  3. The node will appear at the drop position and be marked as "placed"

Removing Nodes from Canvas

To remove a placed node from the canvas without deleting it:

  1. Right-click the node on the canvas
  2. Select "Remove from Diagram" from the context menu
  3. The node returns to the Inbox

Node Types in Inbox

The Inbox groups nodes by type, showing:

  • EPIC - High-level planning items
  • STORY - User stories
  • TASK - Actionable tasks
  • ENTITY - Data entities from the Data Grid
  • And other node types created in planning contexts

Tips

  • Nodes in the Inbox are automatically grouped by type for easier navigation
  • The Inbox shows a count of unplaced nodes
  • You can drag multiple nodes one at a time to build your diagram
  • Removing a node from the canvas preserves all its data and connections