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Triage on your phone

LiveFor: All staff

Read, add to work, clear and reply.

Triage on the phone shows the same items as on the full site: emails, alerts and work assigned to you.

Triage on a phone: a list of items with title, type, time and a ... button on each.
Triage on a phone.
  • Tap the ☰ menu to switch to Later, Low Priority, Scheduled, Sent or Cleared, or to a Shared Triage.
  • Tap … on an item to Clear it, Mark as Read, Move to Low Priority or Add to My Week.
The options sheet for a Triage item: Clear, Mark as Read, Move to Low Priority, Add to My Week and Cancel.
An item's options.

Tap an email to read it. From there you can Reply, Reply All or Forward, add it to work, comment or assign it, just as on the full site.

Still need help?

Ask your firm's BMS admin first: they can see your access level and your firm's settings. Clients of a firm should contact their accountant.

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