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How to use Mailbutler’s new Sidebar

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In this article, we will be explaining the differences between Mailbutler’s old user-interface (before the Sidebar) and our new one, since the release of the Sidebar!

Have you already updated Mailbutler to the latest version?
If you haven’t, here is a link on How to Check for Updates

Before, Notes and Tasks were in separated locations and could easily confuse the user and become lost. Now, with our Sidebar, these features are easier to find and reach! As they are better organised, and have been moved to one place:

Apple Mail (before/now)
Gmail (before/now)

To further explain to you the changes that have been made for both Apple Mail and Gmail, check the information and steps below:

Apple Mail


1. Adding Notes and Tasks:
Before:
You could add Notes and Tasks from the notes/tasks button on the toolbar. To save them, you typed in the required text, then clicked anywhere outside the box.
Now:
1. Open your Apple Mail
2. In your inbox, locate/compose the email you want to add a Note/Task to
3. Click on the Mailbutler/Sidebar icon, the Sidebar will pop-up on the right-hand side of the Mail window4. Click the + Note/+Task button to create a new note/taskYou can find further details on how to create Notes and Tasks.

2. Removing Notes and Tasks:
Before:
You could remove the Notes and Tasks by locating the note/task that you wanted to remove, then clicked on the X.
Now:
1. Open your Apple Mail
2. In your inbox, locate the email you want to remove the Note/Task from
3. Click on the Sidebar icon to reveal it
4. Locate the note/task that you want to remove and click on the three dots on the right-hand side of it5. Click Delete

3. Sharing Notes and Tasks with a team:
Before:
You could share the Notes and Tasks by creating or choosing the wanted note/task, then hovering over to the left side to reveal the sharing button, and picking the team you wanted to share it with.
Now:
1. Open your Apple Mail
2. In your inbox, locate/compose the email which you want to share a Note/Task from
3. Click on the Sidebar icon to reveal it
4. Create/Choose the note/task that you want to share
5. Click on the Sharing button and pick the team you want to share the note/task with.

4. Adding Follow-up Reminders:
Before:
You could add Follow-up Reminders from composing emails by clicking on the drop-down menu button next to the follow-up icon, then picking or customising a time for the reminder.
Now:
1. Open your Apple Mail
2. In your inbox, locate/compose the email you want to add a Follow-up Reminder to
3. Click on the Sidebar icon to reveal it
4. Click the Set when to follow up button to create a follow-up reminderYou can find further details on how to set Follow-up Reminders.

Gmail


1. Adding Notes and Tasks:
Before:
You could add Notes and Tasks from the notes/tasks button next to the Time and Date. To save them, you typed in the required text, then clicked anywhere outside the box.
Now:
1. Open your Gmail
2. Open/compose the email you want to add a Note/Task to
3. Click on the Mailbutler/Sidebar icon on the Gmail’s right-hand sided sidebar, to reveal Mailbutler’s Sidebar
4. Click the + Note/+Task button to create a new note/taskYou can find further details on how to create Notes and Tasks.

2. Removing Notes and Tasks:
Before:
You could remove the Notes and Tasks by locating the note/task that you wanted to remove, then clicked on the X.
Now:
1. Open your Gmail
2. Open/compose the email you want to remove a Note/Task from
3. Open Mailbutler’s Sidebar
4. Locate the note/task that you want to remove and click on the three dots on the right-hand side of it5. Click Delete Note/Task

3. Sharing Notes and Tasks with a team:
Before:
You could share the Notes and Tasks by creating or choosing the wanted note/task, then hovering over to the left side to reveal the sharing button, and picking the team you wanted to share it with.
Now:
1. Open your Gmail
2. Open/compose the email you want to share a Note/Task from
3. Click on the Sidebar icon to reveal it
4. Create/Choose the note/task that you want to share
5. Click on the Sharing button and pick the team you want to share the note/task with.

4. Adding Follow-up Reminders:
Before:
You could add Follow-up Reminders from composing emails by clicking on the follow-up icon on the bottom side of the composing window, then picking or customising a time for the reminder.
Now:
1. Open your Gmail
2. Open/compose the email you want to add a Follow-up Reminder to
3. Click on the Sidebar icon to reveal it
4. Click the Set Follow-Up Reminder button to create a follow-up reminderYou can find further details on how to set Follow-up Reminders.

Updated on 6 November, 2019

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