Prioritize and Pin Chats

Customize your Expensify chat inbox to stay focused on what matters most. To organize your messages, you can pin key conversations to the top and choose between two display modes.

How to organize your Inbox

• Pin: Keep important chats at the top of your inbox for quick access.
• Priority mode: Choose how your chats are sorted:
  • Most recent – Displays all chats sorted by the most recent activity. Pinned chats remain at the top.
  • #focus – Displays only unread and pinned chats, sorted alphabetically.

How to pin and unpin a chat

To pin a chat:

• Right-click the chat in your inbox and select Pin.
• Or, you can click into the chat, click on the member’s profile image, and select Pin.

To unpin a chat, repeat the same action and select Unpin.

Note: Pinned chats always appear at the top of your inbox.

What chats Expensify pins for you automatically

Expensify pins one chat for you: the #admins room of the first workspace you create when you sign up. That room holds your onboarding tasks, so it stays at the top of your inbox while you get set up.

Every workspace you create after that is different. Its #admins room is not pinned, because your onboarding tasks already live in the first one. You can still pin it yourself using the steps above.

To unpin the first workspace’s #admins room once you’re finished onboarding, open the room, click the room header, and select Unpin.

Learn more about what the #admins room is for.

How to change priority mode

To adjust how chats are sorted in your inbox:

1. In the navigation tabs (on the left on web, and at the bottom on mobile), go to Account > Preferences.
2. Click or tap Priority mode.
3. Select either #focus or Most recent.
4. Click or tap Save.

Note: Choose #focus for a distraction-free inbox with only unread and pinned chats, or stick with Most recent to see everything chronologically. The change is applied only after you tap Save.