Triage: your inbox

Email, alerts and client activity in one list, cleared to zero.

For: All staff

Triage basics

• What Triage isLiveBeing written

  One inbox for email, assigned work, comments, alerts and client actions.

• List view and Split viewLiveBeing written

  Switch between a grouped list and the reading pane with its information tray.

• Item types and their colour barsLiveBeing written

  Work assignment, Email, Note, Task, Client Task and Alert, and how to tell them apart.

• Folders: Later, Low Priority, Scheduled, Sent, Cleared and DraftsLiveBeing written

  Where items go when you set them aside or clear them.

• Filter Triage and save a viewLiveBeing written

  Add Filter, then save the view for next time.

• Clear items and reach Triage zeroLiveBeing written

  Clear one item, or Clear Today and Clear This Week in list view.

Act on an item

• Add an email to a work itemLiveBeing written

  File a conversation on the right job so the team sees it on the timeline.

• Assign an item to a colleagueLiveBeing written

  Hand an email or alert to the person who should act.

• Remind me and Save to LaterLiveBeing written

  Snooze an item until a date, or park it in Later.

• Add to My WeekLiveBeing written

  Plan an item for this week straight from Triage.

• Comment and mention colleaguesLiveBeing written

  Discuss an item internally with @mentions; clients never see comments.

• Add an email to a client timelineLiveBeing written

  Keep correspondence on the client record with Add to Timeline.

• More actions: copy link, mark unread, low priorityLiveBeing written

  Every option in the item menu and when to use it.

Alerts and client activity

• Control alerts: what each one meansLiveBeing written

  Finished not billed, hours over budget or last year, invoice overdue, client not contacted, workload out of balance, BAS due.

• Act on an alertLiveBeing written

  Open the job, decide, and clear the alert from the alert action bar.

• Client uploads, skips and Done uploading in TriageLiveBeing written

  One Triage item per client move, named after the client and linked to the job.

Email

• Connect your Gmail or Office 365 mailboxNeeds setupBeing written

  Bring your own email into Triage; only you see your mailbox unless you share it.

• Reply, forward and write an emailLiveBeing written

  Compose with recipients, attachments and templates.

• Schedule an email to send laterLiveBeing written

  Send menu > Schedule Send.

• Email templatesLiveBeing written

  Firm-wide reusable emails that admins maintain.

• Aliases, blocked addresses and your signatureLiveBeing written

  Send from another address, block senders and set your signature.

• Share your email with colleaguesLiveBeing written

  Choose whose emails with a client your colleagues can see.

• Give a colleague access to your TriageLiveBeing written

  Delegated Triage for assistants and leave cover.

• Download attachmentsLiveBeing written

  Open one file or Download All from a message.

Shared Triage and rules

• Set up a Shared Triage inboxLiveBeing written

  A team inbox such as Tax Team or Payroll, with members and sharing rules.

• Create inbox rulesLiveBeing written

  Route or label arriving email automatically, and run a rule on the inbox now.