What Triage is

Triage is the first row of the sidebar and the place most of your day starts. Everything that needs you lands in one list: email, work assigned to you, comments that mention you, alerts BMS raises about money and deadlines, and what your clients do in the portal.

Triage: the list, the open item, and its information tray.

The idea is simple: deal with each item, then clear it. An empty Triage says Triage cleared and offers Go to your To-Do List.

What arrives in Triage

Item	Comes from
Email	Your connected mailbox, and email you send from BMS.
Work assignment	A colleague assigning you a work item.
Note, Task	A note or task on a contact or job that involves you.
Client Task	A client uploading, skipping or pressing Done uploading in the portal.
Alert	BMS’s checks on billing, budgets, deadlines and workload.

See Item types and their colour bars.

Tip

Press Escape to close the item you are reading.