It brings all new project invites into one clear list, so no opportunity slips through the cracks, and helps your team avoid multiple teammates bidding the same job.

What the Project Invites section does

Riffle continuously looks for incoming ITBs in each connected team member’s email account. When a new invite is found, it automatically creates a project record and lists it in Project Invites for everyone on your team to see.

This means your whole team shares one consistent view of all new invites—no more forwarding emails or wondering who received what.

How it works

Each new ITB detected by Riffle is automatically turned into a project and added to Project Invites. From there, team members can review details and decide what to do next.

Riffle finds new ITBs from connected email accounts.
A project record is automatically created and appears in Project Invites.
Any team member can open the project details or take an action: Accept, Decline, or Remove.

Actions you can take

👍 Accept & Assign: Marks the ITB as accepted and moves it into your Opportunities page. This signals to your team that the project will be pursued, and assigns clear ownership for accountability & visibilty.

👎 Decline: Removes the ITB from Project Invites for everyone.

❌ Remove: Moves the project from the Project Invites to the Project Archive without changing its project status. Useful for removing duplicates or irrelevant items.

➡️ View: Open the project's Overview page in Riffle to see more context and even edit/add further detail.

🔗 Visit source: Press the link to the ITB platform for full project details.

What really happens when I accept an ITB in Riffle?

When someone accepts an ITB, Riffle instantly promotes it to an opportunity in your project workflow and automatically moves into Opportunities area. It's now ready for estimating and project coordination!

⚠️ Because an individual "project record" is automatically created the moment an ITB is detected, your team doesn’t lose any history or information during this transition.

What really happens when I decline an ITB in Riffle?

Declining an ITB marks the project as "declined" and simply moves it from your Project Invites to your Project Archive, keeping your Project Invites shiny & clean. ✨

⚠️ Riffle never permanently deletes projects; only you can do this.

Why the Project Invites section is critical for collaboration

The Project Invites keeps everyone aligned, organized, and confident that no new work is being missed. It replaces scattered email threads with one centralized system where the whole team can see what’s come in, what’s been decided, and who’s taken action.

Everyone sees the same incoming invites. No more guessing who received what.
Clear, shared visibility into new work strengthens coordination between estimating, sales, and project management.
Faster response times mean your company can act on ITBs before competitors do.
Clear visibility into who on the team has viewed an ITB, making it less likely multiple estimators would be bidding the same job.

FAQs

Who can see the Project Inbox section?

Everyone on your Riffle team can see it. It’s a shared view that brings together all incoming ITBs from every connected inbox.

What happens when I decline an ITB?

It disappears from the Inbox for everyone but remains in the Project Archive with a status of Declined, so your team always has a record of the decision.

Can I undo and action?

If you've accepted an ITB by mistake, open the Overview page and select Remove from Opportunities from the Actions toolbar on the far right side of the project's Overview page. This will move the project into the Project Archive.

If you've declined an ITB by mistake, find the project in the Project Archive and press Unarchive Project in the top right corner of the project's Overview page.

What if I don’t see new ITBs in the Project Inbox?

Make sure your team members' email integration is connected & active. New ITBs only appear if Riffle can scan the linked inboxes for bid invitations.

If Riffle does miss an ITB—or thinks it's something else and ignored it—you can easily add it to Riffle by forwarding it to [email protected]

How the Project Invite Section works (and why it’s critical for collaboration).