Forum Discussion
Organizing Multiple Shared Inbox's
In my experience, once a team needs ownership, status tracking, prioritization, routing, escalation, and completion visibility, a shared mailbox (plus a few distribution lists for good measure) becomes very difficult to keep under control.
The best approach, naturally, depends on the environment, the process, which tools are available, and the overall willingness of the teams to try something different. Sometimes, the solution has to be quick as well. Sometimes teams cannot integrate third-party tools.
So I usually sit down with teams who are looking for something more sustainable and map out what they are actually trying to achieve. In most cases, we end up moving away from shared mailboxes entirely in favor of Microsoft 365 Groups. But if the organization still needs to maintain a shared mailbox, we at least separate intake from execution and define a clear working model:
Shared mailbox receives the request → Power Automate creates or routes the work item → Work is managed in a structured Microsoft 365 tool
From there, the choice of tool depends on the nature of the work:
- Microsoft Lists is often the best first step. It provides a shared queue with structured fields, consistent ownership, status tracking, views, history, and basic reporting. It is especially effective for teams transitioning out of “email-as-a-system.” It also feels more natural to anyone who likes to track things in spreadsheets.
- Planner works well when the work is task-based, with clear assignments, due dates, and visible progress tracking across a team.
- Loop is also a good third step if you have it available.
The key design consideration is also where the tool will live. A List or Planner board that sits inside a personal account is a future incident waiting to happen. So I typically ensure there is a proper SharePoint site or Microsoft 365 Group backing the solution, even for teams that are not ready to fully adopt Groups yet.